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Forms and Resources

Get answers to all your questions with our seller guide, important documents, comparison sheets and other valuable resource links.

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General

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Funding Set Up Form
MERs Assignment Form
Borrower Debt Affidavit
Purchase Advice Reconciliation Request Form
Sample Goodbye Letter
Temporary Buydown Product Comparison Matrix
Temporary Buydown LE and CD

Conventional

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Condo Questionnaire – Conventional Limited Review

FHA

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FHA Case Number Order Instructions
Condo Questionnaire – HUD Single-Unit Approval

VA Forms

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VA Sponsorship Request Form
VA Loan Lender Certification
VA Loan Child Care Certification
VA Nearest Living Relative Statement Form
VA Disaster Lender Certification
VA Disaster Veteran Certification
VA Equal Opportunity Lender Certification (Form 26-8812)
VA Report and Certification of Loan Disbursement (Form 26-1820)
VA Loan Analysis (Form 26-6393)
VA Debt Questionnaire (Form 26-0551)
VA Request for a Certificate of Eligibility (Form 26-1880)
VA Verification of VA Benefits (Form 26-8937)
VA IRRRL Worksheet (Form 26-8923)

Renovation – General

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Renovation Program Comparison Matrix
Renovation Lending Program Questionnaire
Renovation Lending Pre-Closing Review Process
Non-Delegated Renovation Loan Submission Process
Contractor Tool Kit
Contractor Profile Form
Form W-9
Contractor Validation Information Checklist

Renovation – Conventional

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Fannie Mae HomeStyle® Renovation Mortgage Consumer Tips
Fannie Mae HomeStyle® Renovation Maximum Mortgage Worksheet
Freddie Mac CHOICERenovation® Sample Renovation Loan Agreement
Freddie Mac CHOICERenovation® Maximum Mortgage Worksheet

Renovation – FHA 203(k)

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FHA 203(k) Permit Certification 
Renovation Escrow Validation Form
HUD Rehabilitation Loan Agreement
HUD Draw Request Form
203(k) Borrower’s Acknowledgement Form
203(k) Consultant Identity of Interest Certification – Standard
203(k) Borrower Identity of Interest Certification
203(k) Homeowner/Contractor Agreement

Renovation – VA Alterations and Repairs

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VA Contractor Tool Kit
VA Alterations and Repair Maximum Mortgage Worksheet
VA Rehabilitation Loan Agreement
VA Renovation Borrower’s Acknowledgement Form

Archive – Renovation Review

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Vol. 1 - Disbursing Renovation Funds at Closing
Vol. 2 - Post-Closing Best Practices for Renovation Loans
Vol. 3 - Contractor Screening & Validation
Vol. 4 - Renovation Related Loan Fees
Vol. 5 - Allowable Repairs and Improvements
Vol. 6 - Where to Find Renovation Loans
Vol. 7 - Working with FHA 203(k) Consultants
Vol. 8 - Renovation Lending FAQs
Vol. 9 - RenoStar Q&A
Vol. 10 - Correspondent Lenders' Guide to Accessory Dwelling Unit Financing
Vol. 11 - Renovation Lending: A Pathway to CRA-like Legislation
Vol. 12 - Resources for Success
Vol. 13 - Unlocking the Potential of Non-Delegated Renovation Lending
Vol. 14 - Exploring the Expanded FHA 203(k) Program
Vol. 15 -How to leap over the 9 Most Common Hurdles
Vol. 16-Grow Production With Multi-unit Reno Loans
Vol. 17 - Inside Contractor Bids: What Renovation Lenders Must Know

Archive – Top Defect Trends

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Top Defect Trends- April 2024
Top Defect Trends- May 2024
Top Defect Trends- June 2024
Top Defect Trends- July 2024
Top Defect Trends-August 2024
Top Defect Trends -September 2024
Top Defect Trends - October 2024
Top Defect Trends - November 2024
Top Defect Trends - December 2024
Top Defect Trends - January 2025
Top Defect Trends - February 2025
Top Defect Trends - March 2025
Top Defect Trends - April 2025
Top Defect Trends - May 2025
Top Defect Trends - June 2025
Top Defect Trends - July 2025
Top Defect Trends - August 2025
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