Resources

General Forms

• Add/Modify Portal User Form (Online)
• Appendix Q Summary
• Appraisal Fee Schedule
• Appraisal Transfers – Policy & Procedures
• Branch Add Form
• Broker Fast App Checklist
• Broker Compensation Comparison Quick Reference
• Certificate of Trust Information
• Conditions Submission / CIC Request Form
• Conventional Condominium PUD Warranty
• Full Review HOA
• Lender Paid Compensation Election Form
• Limited Review HOA
• Loan Status Definitions
• Loan Submission Checklist
• New Broker Application Package – Fillable
• Newfi Lock Policy
• Newfi Wholesale Lender Fee Schedule
• Purchase Contact Form

Disclosure Forms

Items Required to Request Loan Estimate

• Affiliated Business Disclosure Statement
• Anti-Steering Loan Options Disclosure
• How to Complete the Anti-Steering Disclosure
• Borrower Certification and Authorization
• HMDA Demographic Information Addendum for 2018
• Initial Disclosures e-Signing Instructions
• IRS Form 4506-C
• IRS Form 4506-C (use for LASSEN programs only)
• SSA-89 Authorization to Release SSN
• State Specific Disclosure Forms

Non-QM Checklists & Forms

• Rainier Expanded Submission Checklist
• Non-QM Submission Checklist – Full Doc
• Non-QM Submission Checklist – 1099
• Non-QM Submission Checklist – Bank Statement
• Non-QM Submission CPA Checklist – Bank Statement
• Non-QM Submission Checklist – DSCR
• Non-QM Submission Checklist – 5 – 8 Unit DSCR
• Non-QM Business Narrative
• Newfi Bank Statement Analysis
• Newfi Manual Income Worksheet
• Non-QM Occupancy Certification Form
• Borrower Contact Consent Form
• Business Purpose & Occupancy Affidavit
• Guaranty Disclosure

Jumbo & Jumbo AUS Checklist

• Arches Jumbo & Jumbo AUS Loan Submission Checklist
• Teton Jumbo Loan Submission Checklist
• Teton Jumbo AUS Loan Submission Checklist

HELOC Checklist

• HELOC Loan Submission Checklist

FHA Forms & Information

• Lender Mortgagee ID #: 0038900004
• FHA Loan Submission Cover Sheet
• HUD Form 92900-A Instructions

Items Required to Request FHA Loan Estimate

Training Resources

• BLU – Broker Portal Reference and User Guide
• Videos
• Non-QM Webinar