Resources

General Forms

• Add/Modify Portal User Form (Online)
• Appendix Q Summary
• Appraisal Fee Schedule
• Appraisal Transfers – Policy & Procedures
• Branch Add Form
• Certificate of Trust Information
• Closing Docs Request Form
• 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
• Newfi Wholesale Lender Fee Schedule
• Purchase Contact Form
• Wholesale Lock Policy

Disclosure Forms

• 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
• SSA-89 Authorization to Release SSN
• State Specific Disclosure Forms

Items Required to Request Loan Estimate

Jumbo & Jumbo AUS Checklist

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

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 Checklist – DSCR
• Non-QM Business Narrative
• Newfi Bank Statement Analysis
• Non-QM Occupancy Certification Form
• Borrower Contact Consent Form
• Business Purpose & Occupancy Affidavit
• Guaranty Disclosure

FHA Forms & Information

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

Items Required to Request FHA Loan Estimate

VA Forms & Information

• VA Lender ID #: 907710-0000
• How to Obtain A Certificate of Eligibility
• VA Appraisal Ordering Guide
• VA Authorized Agent Sponsorship Request Form
• VA-26-1802a Instructions
• VA-26-1802a Addendum to Loan Application
• VA Form 26-1880 Request for Certificate of Eligibility
• VA Child Care Expenses Statement
• VA Funding Fee Table
• VA Reserves & National Guard Certification

VA Checklists & Worksheets

• VA Loan Submission Checklist – PURCHASE
• VA Loan Submission Checklist – CASH-OUT REFI
• VA Loan Submission Checklist – IRRRL
• VA Cash Out Refinance Worksheet
• VA IRRRL Loan Comparison Worksheet

Training Resources

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