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FORMS

Submission forms, acknowledgements, disclosures and more.
Smart Series Loan Submission Form Image
Use this form when submitting Smart Series loans.

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Exception Form - Smart Loan Series Pre-Submission Image
Non-Delegated Loan Submission Form Image
Use this form when submitting Non-Delegated loans.

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Appraisal Acknowledgement Image
Borrower's acknowledgement of right to receive copy of any appraisal report or valuation developed in connection with their application for credit.

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Bank Statement Analysis Request Form Image
Use this form to request analysis on bank statements.

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Borrower Authorization for Counseling Image
The Borrower's Authorization for Counseling authorizes the mortgage servicers to refer them to a third-party counseling agency

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Borrower's Affirmation of Information Provided To Establish Ability To Repay Image
Affirmation by the borrower that information submitted to determine reasonable ability to repay loan is accurate and true.

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Business Purpose Loan Certification - Borrower Image
Use this form for Individual Borrowers to confirm that the Loan is for business, commercial purposes.

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Business Purpose Loan Certification LLC Image
Use this form for Entity Name to confirm that the Loan is for business, commercial purposes.

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Loan Purchase Submission Checklist Image
Use this checklist when submitting loans for purchase.

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Net Tangible Benefit Worksheet Image
Net tangible benefit worksheet by product. Please note that a state specific NTB worksheet may still be required depending on the property state.

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VA Tangible Net Benefit Worksheet Image
Used to determine a borrower's tangible net benefits as it relates to the new loan.

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Conventional Condo/Co-op Red Flag Check Image

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