Resources & Documents

Find the tools and resources you need.

Registration Forms

209 – AFFILIATE BUSINESS DISCLOSURE

202 – BROKER FEE DISCLOSURE

200 – Loan Action Form

211 – Notice of Non Discrimination

UNDERWRITING GUIDELINES

Simple Access Underwriting Guidelines

Simple Access Underwriting Guidelines Summary

PROGRAM DESCRIPTIONS

Simple Access 1099 Only

Simple Access Asset Qualifier

Simple Access Full Doc

Simple Access Investor Cash Flow

Loan Worksheets

Simple Access 1099 Only Program Worksheet

Simple Access Asset Qualifier Worksheets

Simple Access Investor Cash Flow Worksheet

Simple Access Passive Asset Utilization Worksheet

Loan Submission Checklists

Simple Access 1099 Only Loan Checklist

Simple Access Asset Qualifier Checklist

Simple Access Full Documentation Checklist

Simple Access Investor Cash Flow Checklist

Training Material / How-To Videos

203 – Instructions for Broker Fee Disclosure

HOW TO UPLOAD AND SUBMIT DOCUMENTS

HOW TO PRICE & LOCK A LOAN

SUBMIT BANK STATEMENT FOR ANALYSIS

RETRIEVE BANK STATEMENT CALCULATION RESULTS

Additional Forms

Active TPO AMC’s

301 – Appraisal Acknowledgement

Employment Status Letter

201 – Lender Fees

302 – Gift Letter

Mortgage Moratorium Affidavit

1076 – Condo Project Questionnaire

502 – Simple Access – Limited Review Condo

Cover Letter: Pre-Submission Bank Statement Review

Business Purpose Loan Questionnaire

Condominium Project Questionnaire Addendum

Non-QM Table of Programs

Processing Premier Submission Addendum