Checklists & Programs

Checklists

Conventional Submission Checklist	Initial CD Request Checklist
Jumbo & Non-Conforming Submission Checklist	Zuma Non-QM Submission Checklist
FHA Submission Checklist	VA Submission Checklist
HPML Checklist	Power of Attorney (POA) Checklist
Texas 50(a)(6) Refinance Checklist	Texas 50(f)(2) Refinance Checklist
Bank Statements Evaluation Request Form

Product Webinars	High LTV Agency & Government Product Comparison
Path to Recovery	Rental Income Multiple Properties Reference

Fannie Mae Conforming/High-Balance	Conventional Overlay Matrix
Freddie Mac Conforming/High-Balance	Affordable Lending Comparison
Home Ready	FNMA RefiNow
Home One	Home Possible

Jumbo Programs Comparison	Venice DSCR (NON-QM)
Jumbo Plus	DSCR Process for Non-Licensed LO (Allowable States)
Malibu (NEW-Expanded)	DSCR Prime
Malibu Plus	Limited Doc (NEW)
Manhattan Plus	Zuma Non-QM
Monterey	Non-QM Zip Code Restriction List
Monterey Depreciating Markets List

FHA	VA Standard Product Guidelines
FHA Streamline	VA IRRRL
FHA Overlays	VA Handbook
HUD Mortgagee Letters	How to Read LES
FHA Mortgagee Letter – Forbearance Guidance	VA IRRRL Worksheet

Temporary Buydown Calculator	MGIC Calculator
Rental Calculator	Zuma Bank Statement Calculator
Rental Calculator (Multiple Properties)	Impound Schedule
Essent RateFinder	Essent Income Calculator