Non-Delegated Checklists & Programs

Forms  |  Checklists & Programs  | Appraisals |  Policies


Checklists 

HPML Checklist
Conforming Submission ChecklistInitial CD Request Checklist
Non-Conforming Submission Checklist

Power of Attorney (POA) Checklist

Zuma Non-QM Submission ChecklistPath to Recovery

Bank Statements Evaluation Request Form

Texas 50(f)(2) Refinance Checklist

Correspondent Conv Conf Credit & Closed Loan Document Checklist

Texas 50(a)(6) Refinance Checklist



Program Matrices

Non-Conforming Guidelines: Jumbo & Non-QM

Jumbo Programs Comparison

Laguna

Jumbo High Balance Comparison

Laguna Q & A
Jumbo PlusLaguna Market Classification
Malibu PlusLaguna MSA MSH List
Manhattan PlusZuma Non-QM 
MontereyVenice DSCR (NON-QM)
NewportVenice DSCR Non-Licensed LO Process (Allowable States)
Non-QM Zip Code Restriction ListDSCR Prime


Conforming Guidelines: 

Fannie Mae Conforming/High-BalanceFreddie Mac Conforming/High-Balance
Home ReadyHome Possible
Affordable Lending ComparisonHome One
Conventional Overlay MatrixFNMA RefiNow

Calculators 

APOR CalculatorRental Calculator
Blended Ratio CalculatorRental Calculator (Multiple Properties)
BPMI Premium Indications OnlyImpound Schedule
Essent RateFinderMGIC Calculator
Essent Income CalculatorZuma Bank Statement Calculator 
Temporary Buydown Calculator

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