Broker Approval/Change Forms

• Broker Addendum
• Business Purpose Broker Package
• COC Form
• Corporate Resolution
• Compensation Plan
• Principal Partner Resolution
• Recert Form
• Reps and Warrants
• Wholesale Broker Agreement – theStart
• Working Contact List
• W-9
• Zero Tolerance

Calculators

• 2-1 Calculator
• FHA Streamline and Simple Refinance Calculator and Checklist
• NonQM Income Calculator
• NONI Calculator
• theSECOND Calculator
• USDA Guarantee Upfront and Annual Fee Calculator
• VA Maximum Loan Amount Calculator

*WARNING: these calculators must be opened in Google Chrome. Functionality is invalid if opened in Internet Explorer.*

FHA Forms

• FHA Case Number Request Form

Lock Desk Forms

• theLender Lock Policies

Submission Forms

• Bridge Submission Form
• Business Purpose Submission Form
• Non QM Submission Form
• Stand Alone Second Submission Form
• Wholesale Submission Form
• Cover Sheet

Miscellaneous Forms

• ACH Form
• Business Narrative
• Business Purpose Doc Request
• CD/Doc Order
• Closing Disclosure Request Information Sheet
• Commercial Loan Application
• Conventional/Non-QM Condo Questionnaire
• Credit Committee Review
• Fannie short form
• Fee Schedule
• FHA Approved Condo Questionnaire
• PIW
• Request for a Reconsideration of Value

Miscellaneous Forms (cont)

• SSA-89
• VA Child Care Statement
• VA Nearest Living Relative
• Wholesale Disclosure Request

Registration Forms

• Anti-Steering Disclosure
• Authorization to Run Credit on a Non-Borrowing Spouse
• Borrower’s Certification and Authorization
• Confirmation of Intent to Proceed
• Contact Authorization Form

Tutorials

• eConsent and eDisclosure Process
• How to Complete the Anti-Steering Loan Options Disclosure
• How to Lock in TPO Connect
• How to Resubmit LSU Missing Items
• How to Request an Initial CD from theSPOT
• How to Submit in TPO Connect
• How to Submit Manually in TPO Connect
• How to Submit Conditions to theLender in TPO Connect
• ***VIDEO – New Condition Upload Process
• TPO User Manual