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Submission forms, acknowledgements, disclosures and more.
Smart Series Loan Submission Form
Use this form when submitting Smart Series loans.
Exception Form - Smart Loan Series Pre-Submission
Non-Delegated Loan Submission Form
Use this form when submitting Non-Delegated loans.
Borrower's acknowledgement of right to receive copy of any appraisal report or valuation developed in connection with their application for credit.
Bank Statement Analysis Request Form
Use this form to request analysis on bank statements.
Borrower Authorization for Counseling
The Borrower's Authorization for Counseling authorizes the mortgage servicers to refer them to a third-party counseling agency
Borrower's Affirmation of Information Provided To Establish Ability To Repay
Affirmation by the borrower that information submitted to determine reasonable ability to repay loan is accurate and true.
Business Purpose Loan Certification - Borrower
Use this form for Individual Borrowers to confirm that the Loan is for business, commercial purposes.
Business Purpose Loan Certification LLC
Use this form for Entity Name to confirm that the Loan is for business, commercial purposes.
Loan Purchase Submission Checklist
Use this checklist when submitting loans for purchase.
Net Tangible Benefit Worksheet
Net tangible benefit worksheet by product. Please note that a state specific NTB worksheet may still be required depending on the property state.
VA Tangible Net Benefit Worksheet
Used to determine a borrower's tangible net benefits as it relates to the new loan.
Conventional Condo/Co-op Red Flag Check
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