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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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Non-Delegated Loan Submission Form Image
Use this form when submitting Non-Delegated loans.

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SmartCondo Checklist Image
Here's the checklist that should be used to determine eligibility for our SmartCondo product.

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Condo Questionnaire - Full Image
Complete this form for project approval.

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Condo Questionnaire - FHA Approved Image
Use this questionnaire get get an FHA approved condo.

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Condo Common Expense History Image
Refi only - Include with your condo questionnaire.

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Condo Project Review Submission Checklist Image
Attach this form and email documents to our project review team. Please note that this list only identifies basic documents required for most project reviews.

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Condo Project Insurance Request Form Image
Use this form when requesting insurance for a project.

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Condo Project Litigation Information Request Image
Please include a copy of the litigation claim along with a Litigation Disclosure and any additional supporting documentation.

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Condo - HUD Certification Image
Certification for Individual Unit Financing, including Pre-Sale Certification.

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Condo Questionnaire - Limited Image
Conventional, Limited or Streamline Questionnaire form for the NewRez National Correspondent Division.

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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
Delegated Correspondent Project Review Certification Image
Exception Form - Smart Loan Series Pre-Submission Image
Conventional Underwriting Submissions Form Image

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