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 No Doc No Credit Submission Checklist  »

 Download Jumbo 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  »

 Elite Jumbo Underwriting Guidelines  »

 Prime Jumbo Guidelines  »

 DSCR, Bank Statement Guidelines  »

 WVOE, P&L Underwriting Guidelines  »

 Prime CES (Closed End Second) Guidelines  »

 Full-HELOC Guidelines  »

 No Doc No Credit FAQs  »

 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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