Resources
General Forms
- Loan Submission Checklist
- Loan Submission Checklist – Glacier Bank Statement or Low Doc Programs
- Conditions Submission / CIC Request Form
- Closing Docs Request Form
- Limited Review HOA
- Full Review HOA
- AXIS AMC Fee Schedule
- Newfi Wholesale Lender Fee Schedule
- Clear Capital AMC Schedule (Yellowstone Jumbo Only)
- Add/Modify Portal User Form
- FHA Loan Submission Cover Sheet
- HUD Form 92900-A Instructions
- Preferred Payment Enrollment Form (Yellowstone Jumbo Only)
- Appendix Q Summary
- Loan Status Definitions
- Bank Statement Income Calculator – Personal (xlsx)
- Bank Statement Income Calculator – Business (xlsx)
Initial Disclosure Forms
- SSA-89 Authorization to Release SSN
- Borrower Certification and Authorization
- Affiliated Business Disclosure Statement
- Anti-Steering Loan Options Disclosure
- Initial Disclosures e-Signing Instructions
- IRS Form 4506-T
- California Loan Brokerage Agreement
- California Interest Only Disclosure
- California Interest Only Disclosure Job Aid
- New Jersey Application Disclosure
- New jersey Mortgage Broker Service Agreement Disclosure
- New Jersey Mortgage Fee Itemization Disclosure
- Utah Advance Fee Disclosure
Portal Training
Small-Balance Commercial
- Small-Balance Commercial Loan Application
- Small-Balance Commercial Loan Supplement Form
- Personal Financial Statement
- Property Operating Statement
- Rent Roll – Commercial
- Rent Roll – Multifamily
- Small-Balance Commercial Loan Submission Checklist (.docx)
- Borrowing Entity Vesting Map
- CapEx Breakdown Schedule
- Debt Schedule
- Request for Verification of Rent/Mortgage
- Identifying Small Balance Commercial Loan Opportunities – Presentation
- Identifying Small Balance Commercial Loan Opportunities – Video
- Qualifying Small Balance Commercial Loan Opportunities – Presentation
- Qualifying Small Balance Commercial Loan Opportunities – Video
- Qualifying Owner Occupied Commercial Loan Opportunities – Presentation
- Qualifying Owner Occupied Commercial Loan Opportunities – Video
Marketing Flyers
Items Required to Request Loan Estimate
- Broker 1003
- Credit Report
- SSPL
- Escrow/Title Fee Sheet
CPL and Mortgagee Clause
Nexera Holding LLC
ISAOA/ATIMA
2200 Powell Street Suite 340
Emeryville, CA 94608