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Tools & Tutorials

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

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

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

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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.

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

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

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

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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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