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

Product Webinars

Non-Conforming Guidelines: Jumbo & Non-QM

Jumbo Programs Comparison

Venice DSCR (NON-QM)

Jumbo High Balance Comparison

Venice DSCR Non-Licensed LO Process (Allowable States)
Jumbo PlusDSCR Prime
Malibu PlusZuma Non-QM 
Manhattan PlusNon-QM Zip Code Restriction List
Monterey
Newport


Conforming Guidelines: 

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

Calculators 

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

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