Mortgage forms and documents in convenient downloadable formats

Submission Form
Rate Sheets - FHA Mini Eagle Brokers
Anti-Steering Disclosure (Adj Rate)
Anti-Steering Disclosure (Fixed Rate)
Appraisal Independence Certification
Appraisal Procedures
Borrowers Certification
Broker Fee Agreement
Case Number Letter
Compensation Election Form
Compensation Addendum
Condition Cover Sheet
Condo Questionnaire
Gift Letter
IRS Request for Transcript of Tax Return
Matrix (Conventional)
Matrix (FHA)
Mortgagee Clause
Real Estate Certification
Streamline Submission Form
Submission Checklist
Wholesale Credit Card Authorization Form

Brokers please submit the following documentation for all loans to be underwritten:

• Submission form completed and signed
• Loan Application (1003) signed and dated by the Borrower(s) and Loan Officer
• Loan Transmittal Summary (1008)
• Initial GFE (2010 version)
• GFE Settlement Service Provider List
• Truth-In-Lending Disclosure
• Borrower Signed Credit Card Authorization Form (after 2-15-10 if applicable)
• Title Bill
• Purchase Agreement/Sales Contract (Purchases only)
• Credit Report
• Income Docs (Salaried: 2 yrs W-2, 1 month paystubs; Self Employed: personal and business tax returns for 2 yrs (all schedules) and evidence of extension if applicable
• IRS 4506-T form, completed and signed by the borrower(s)
• Credit Explanations for all derogatory items
• Bank Statements
• Valid Driver’s License
• Social Security Card
• DU Findings