Resource Center

Submission Forms
Borrower Signature Authorization Form
DreamBuilder Submission Form
Loan Submission Form
USDA RD 3555-21

Disclosure Forms
Mortgage Broker Fee Agreement
Borrower Certification of Business Purpose
Change of Circumstance Form
Borrower Certification & Authorization
TRID - Loan Estimate vs. GFE
Loan Estimate Fee Sheet
Intend to Proceed Attestation
CFPB Guide to Loan Estimate & Closing

VA Loan Forms
FHA/VA Amendatory Clause
VA Cert – Membership in Reserves or National Guard
VA Childcare Expense Statement
VA Guidelines
VA IRRRL Checklist
VA Lenders Handbook
VA Nearest Relative Form
VA Sponsorship Form

Conventional Loan Forms
Acknowledgement of Property Inspection Waiver
Condo Limited Review Form
Condo Project Approval Documentation
Fannie Income Analysis Directions
Fannie Income Analysis Form
Non-QM Condo Questionnaire

FHA Loan Forms
92900-A HUD/VA Addendum to URLA
CAIVRS & FHA Refinance Form
FHA Case Number Cancellation Request Form
FHA Case Number Request Form
FHA Case Number Transfer Request Form
FHA Condo Questionnaire
FHA FAQs
FHA Identity of Interest Certification
FHA Streamline Worksheet
FHA/VA Amendatory Clause
How to Order a FHA Case Number

Single Product Flyers
Conventional
DreamBuilder
DreamBuilder - 1 Day Out of BK
DreamBuilder - 580 FICO
DreamBuilder - Alt Credit
DreamBuilder - Intro
DreamBuilder - Opportunities
DreamBuilder - Referral Network
DreamBuilder - Solutions
FHA
LegacyBuilder DPA
The Contender
TrailBlazer DSCR
USDA
VA
WayFinder

Co-Brand Product Flyers
Conventional
DreamBuilder
DreamBuilder - 1 Day Out of BK
DreamBuilder - 580 FICO
DreamBuilder - Alt Credit
DreamBuilder - Intro
DreamBuilder - Opportunities
DreamBuilder - Referral Network
DreamBuilder - Solutions
FHA
LegacyBuilder DPA
The Contender
TrailBlazer DSCR
USDA
VA
WayFinder

General Forms & Info
4506-C 1040
4506-C W-2
Add a Branch Form
Anti-Steering Disclosure
Approved Credit Vendor List
Broker Compensation Election Form
Broker’s Contract Processor List
Buydown Calculator
Commercial Broker FastPass
FNMA Single Family Rider
FastPass Packet
Gift Letter
Lock Request Form
Navigation Guide - Borrower Portal
NonQM CPA Relationship Form
NonQM Entity Checklist
NonQM Exception Request Form
Profit & Loss Form
Reconsideration of Valuation Request Form
SSA-89
SSA-89 (Spanish)
Self Employed Business Narrative Form
Third Party Processing Fee Policy
Timeline for Bankruptcy, Foreclosure + Short Sales
Vesting Form
Visa Eligibility for Non-Citizens
Wholesale Doc Request Form
Wholesale Lock Policy

USDA Loan Forms
USDA RD 3555-21
USDA Income and Asset Disclosure
USDA Eligibility Requirements

User Guides
DREAM Portal Downloading Disclosures
DREAM Portal Condition Management
DREAM Portal Product & Pricing Guide
DREAM Portal User Guide
Product & Pricing Selection in TPO
Uploading Conditions in TPO
Adding & Submitting New Loans in TPO
Adding Contacts in TPO
Ordering Appraisals

Flyers