•  The Dream For All Voucher Application Period Has Closed (05/01/2024)   »

•  Dream For All – Common Questions (04/05/2024)   »

•  Property Eligibility Check Tips of QM Community Loan (04/01/2024)   »

•  Dream For All Pre-Registration Portal (03/04/2024)   »

•  Updated Requirements for Agency Loans (01/05/2024)   »

•  Conforming Loan Limit Values for 2024 (11/29/2023)  »

•  AAA Trust Income Policy Updates (09/18/2023)  »

•  The Expanded HELOC Information is Updated (08/11/2023)  »

•  The Eligibility Requirements for Limited Cash-Out Refinances (08/08/2023)  »

•  Important update on condo project eligibility (07/26/2023)  »

•  Agency Loan Announcement (05/05/2023)  »

• Download QM Submission Checklist  »

• Download Non-QM Submission Checklist  »

• Download Second Loan Submission Checklist  »

• Download Jumbo Submission Checklist  »

• Download CalHFA Submission Checklist  »



• Non-QM Loan HOA Questionnaire - 11.08.2023  Updated»

• QM Loan Limited Review HOA Questionnaire - 11.08.2023  Updated»

• QM Loan Full Review HOA Questionnaire - 11.08.2023  Updated»

• One Time Credit Card Payment Authorization Form  »

• 4506-C Form  »

• Gift Letter  »

• E-Sign Consent Letter  »

• How to Sign the Doc Magic Disclosure  »

• Certification and Authorization Letter  »

• Payment Methods for VOD, Credit Report, Credit Supplement  »

• Payment Methods for Appraisal Fees and Fee Chart  »

• SSA Form  »

• Appraisal Transfer Request  »

• CD & Docs Request Form  »

• COC Form  »

• Loss Payee Information  »

• Lock Request Form  »


• Bank Statement Program Narrative Form  »

• Pre-approval Letter  »



• Download URLA Borrow Information Form  »

• Download Application Form (Simplified Version)  »

• Download URLA Additional Borrower Form  »

• Download URLA Lender Loan Information Form  »




• Non-QM Guidelines  »


• Prime Jumbo Guidelines  »

• Prime CES (Closed End Second) Guidelines  »

• Full-HELOC Guidelines  »





• How to Submit Loan via TPO Portal  »

• How to Use the Price Engine  »

• How to Find the Supporting Forms via TPO Portal  »

• How to Review the Current Daily Rate via TPO Portal  »

• How to Lock Rate via TPO Portal  »

• How to Use the VOE Tracking via TPO Portal  »

• How to Use the Appraisal Tracking via TPO Portal  »

• How to Upload Conditions via TPO Portal  »

• How to Request Loan Docs via TPO Portal  »

• How to Do COC Through TPO Portal  »

• How to Complete E-Sign Disclosure  »

• How to Request Appraisal via TPO Portal  »

• How to Request Appraisal Refund via TPO Portal  »






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