Tools & Tutorials

Worksheets, checklists, tutorials and helpful guides.
Smart Series Calculator Image
Use this worksheet to calculate SMART SERIES Loans.

Lender Guide Image
Please review the unabridged version of our Lender Guide to learn more about our loan programs.

Ability To Repay Worksheet Image
Closing Document Matrix Image
The matrix outlines our forms and documents.

SMART Non-QM Loan Series Image
Correspondent Partner Reference Guide Image
This guide contains the Partner information for the New Penn Financial Non-Delegated Correspondent Program.

Fee Schedule Image
Our Correspondent fee schedule for all loan purchase dates on or after December 1, 2018.

APR Finance Charge Matrix Image
This matrix is a list of various fees and charges considered to finance charges

Gift Fund Checklist Image
This checklist is for underwriter to input information about gift, and source of gift. To be used at closing.

RESPA-TILA Integrated Disclosure Timing Chart Image
VISA Classification Matrix Image
The Visa Classifications Chart is a reference guide to the visa classifications issued by the Immigration and Naturalization Service (INS). This chart provides a summary

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