Checklists & Programs

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Checklists 

Conforming Submission ChecklistInitial CD Request Checklist

Jumbo & Non-Conforming Submission Checklist

Registering with Flexible Terms
Zuma Non-QM Submission ChecklistHPML Checklist
FHA Submission ChecklistVA Submission Checklist
Bank Statements Evaluation Request Form

Power of Attorney (POA) Checklist

Texas 50(a)(6) Refinance Checklist

Texas 50(f)(2) Refinance Checklist


Program Resources

Product Webinars

High LTV Agency & Government Product Comparison

Path to Recovery

Rental Income Multiple Properties Reference

Conforming Guidelines

Fannie Mae Conforming/High-BalanceConventional Overlay Matrix
Freddie Mac Conforming/High-BalanceAffordable Lending Comparison
Home ReadyRental Income Multiple Properties Reference
FNMA RefiNow
Home Possible
Home One


Non-Conforming Guidelines: Jumbo & Non-QM

Jumbo Programs ComparisonVenice DSCR (NON-QM)
Jumbo PlusDSCR Process for Non-Licensed LO (Allowable States)
Malibu (NEW-Expanded)DSCR Prime

Malibu Plus


Manhattan PlusZuma Non-QM   
MontereyNon-QM Zip Code Restriction List
Newport

Government Guidelines

FHA

VA Standard Product Guidelines

FHA StreamlineVA IRRRL
FHA OverlaysVA Handbook
HUD Mortgagee LettersHow to Read LES
FHA Mortgagee Letter – Forbearance GuidanceVA IRRRL Worksheet




Calculators 

Temporary Buydown CalculatorMGIC Calculator
Rental CalculatorZuma Bank Statement Calculator 
Rental Calculator (Multiple Properties)Impound Schedule
Essent RateFinderEssent Income Calculator