Forms and Instructions

Forms

· 1003 borrower information

· Certification & Authorization Form

· Consent to Receive Communications Electronically

· SSA Form

· Gift Letter

· AAA Appraisal Transfer Request 04.19.2022

· Request for Appraisal Form

· CD&Docs Request Form 07.01.2022

· COC Form 07.01.2022

· LOSS PAYEE INFORMATION 04.19.2022

· REQUEST OF USER NAME AND PASSWORD FORM 04.12.2022

· Lock Request Form 04.19.2022

· Non-QM Condo Questionnaire 04.14.2022

· QM Full Review Uniform Condominium Questionnaire 04.14.2022

· QM Limited Review Uniform Condominium Questionnaire 04.14.2022

· AAA Stacking Order List- Non-QM 04.12.2022

· AAA Stacking Order List- QM Loan 04.12.2022

· Second Loan Submission Checklist 06.21.2022




User Guide

· How to submit loan via TPO Portal 04.12.2022

· How to complete e-sign disclosure 04.14.2022

· How to Upload Conditions via TPO Portal04.12.2022

· How to do COC through TPO Portal04.12.2022

· How to order the appraisal through the email & Paytment method 07.01.2022

· How to use the VOE tracking 06.23.2022

· How to lock rate via TPO portal 04.12.2022

· How to request loan docs via TPO Portal 04.12.2022

· How to use the appraisal tracking 06.23.2022

· How to view the current day rate via TPO portal 04.12.2022

· How to use the price engine for QM and Non QM via TPO portal 04.12.2022

· How to find supporting form via TPO Portal 04.12.2022

· Instructions for Appraisal Request

· Instructions for Appraisal Refund Request




Underwriting Guideline



Broker Package

· MORTGAGE BROKER APPLICATION PACKAGE.06.15.2022

· Online Complete Method for Broker Application Package~1

· Online Complete Method for Broker Application Package~2