Download QM Submission Checklist  »

 Download Non-QM Submission Checklist  »

 Download Second Loan Submission Checklist  »

 Download HELOC Submission Checklist  »

 Download No Doc No Credit Submission Checklist  »



 One Time Credit Card Payment Authorization Form  »

 Gift Letter  »

 E-Sign Consent Letter  »

 Certification and Authorization Letter  »

 Payment Methods for VOD, Credit Report, Credit Support  »

 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  »

 Non-QM Condominium Questionnaire  »

 QM Full Review Uniform Condominium Questionnaire  »

 QM Limited/Streamline Review Uniform Condominium Questionnaire  »



 Download URLA Borrow Information Form  »

 Download URLA Additional Borrower Form  »

 Download URLA Lender Loan Information Form  »



 How to Submit Loan via TPO Portal  »

 How to Use the Price Engine for QM and Non-QM via TPO Portal  »

 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 Order the Appraisal Thought the Email & Payment Method  »

 How to Do COC Through TPO Portal  »

 How to Complete E-Sign Disclosure  »

 Appraisal Paytment Method & Fee chart (TPO Portal)  »

 Instructions for Appraisal Request (TPO Portal)  »

 Instructions for Appraisal Refund Request (TPO Portal)  »






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