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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Forms

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2/1 Buydown Form Guide

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2/1 Buydown FAQs

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2/1 Buydown Agreement (Sample)

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Ability to Repay Certification

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Assignment to MERS

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Assignment from MERS

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Borrower Consent to the Use of Tax Return

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Borrower Debt Affidavit

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Condo/PUD Warranty – Conventional

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Condo Questionnaire – Conventional Full Review

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Condo Questionnaire - Conventional Limited Review

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Funding Set Up Information

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Document Reference Guide

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Gift Letter

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Goodbye Letter – Sample

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Inter Vivos Trust Checklist

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Loan Exception Request

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Lock Change Request

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Lock Request

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Request for Purchase Advice Reconciliation

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Seller Application Checklist

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Seller Renewal Checklist

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4506-T

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Tax Record Information Sheet

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URLA Demographic Information Addendum

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Verbal Verification of Employment

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Wire Authorization

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Planet's Non-QM Bank Statement Annual Earnings Summary

Fannie Mae HomeStyle Forms

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Contractor Attestation Letter

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Contractor's Acknowledgment

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Contractor Profile

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Contractor Validation Information Checklist

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Conventional Renovation Pre-Closing Review Checklist

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Permit Certification

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W-9

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Contractor Validation Package

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Form 1035 HomeStyle Maximum Mortgage Worksheet

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Form 1204 HomeStyle Consumer Tips

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Form 3730 HomeStyle Contract

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Form 3731 HomeStyle Loan Agreement

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Form 3732 HomeStyle Loan Rider to Security Instrument

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Form 3733 HomeStyle Investor Rider to Security Instrument

FHA Forms

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2-1 Buydown SAMPLE

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Certification for Individual Unit Financing

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Manual Underwrite Residual Income Worksheet

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Rate/Term Refinance Worksheet

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Streamline Worksheet

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HUD-VA 92900-A Uniform Residential Loan Application

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Complete the HUD Addendum to the 1003 (Form HUD-92900-A)

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Order FHA Case Number

203(k) Forms

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Borrower's Acknowledgement

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Borrower Contractor Identity of Interest/Conflict of Interest Certification

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Consultant Identity of Interest Certification- Limited

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Consultant Identity of Interest-Standard

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Contractor's Acknowledgement

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Contractor Attestation Letter

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Contractor Profile

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Contractor Validation Checklist

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Contractor Validation Information Checklist

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Contractor Validation Package

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Draw Disbursement Request Checklist

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Draw Request HUD Form

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FHA Rehabilitation Loan Agreement (Fillable)

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FHA Standard & Limited TRID Fee Matrix

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Homeowner Contractor Certification

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203(k) Homeowner/Contractor Agreement

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HUD Change Order Request Form

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203(k) Limited Quick Reference Guide

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Loan Origination and Draw Management Questionnaire

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FHA Loan Program Questionnaire

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Notice To Contractor

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Permit Certification

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Purchase Validation Questions

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W-9

203(k) Sample Documents

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203(k) Contractor Bid

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203(k) Feasibility Site Report

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203(k) Loan Calculation Worksheet

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203(k) Work Write Up

VA Forms

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VA 2-1 Buydown SAMPLE

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VA Equal Opportunity Lender Certification

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VA Loan Child Care Certification

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VA Disaster Lender Certification

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VA Disaster Veteran Certification

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VA Loan Lender Certification

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VA Loan Summary Sheet

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VA Nearest Living Relative Statement

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VA Report and Certification of Loan Disbursement

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VA IRRRL Lender Certification

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VA IRRRL Worksheet

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VA Sponsorship Request Form

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HUD/VA Addendum to URLA

Resources – Fannie Mae

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Fannie Mae

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CEMA Job Aid

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Fannie Mae Look Up

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HomeReady™ Non-Borrower Household Income Worksheet and Certificate

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Landlord Certificate Sample

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Pre-Purchase Housing Counseling Form

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Rental Income (Form 1037)

Principal Residence 2-4-unit Property Worksheet

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Rental Income (Form 1038)

Individual Rental Income-From Investment Properties

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Rental Income (Form 1039)

Business Rental Income From Investment Properties

 Resources – FHA

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Mortgage Credit Analysis

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FHA Mortgagee Letters

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FHA Loan Limits

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FHA Connection

 Resources – Texas 50 Cash Out

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Acknowledgement as to Fair Market Value of Homestead Property

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Owners Affidavit of Compliance

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Texas Home Equity Affidavit and Agreement

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Texas Home Equity Certificate from Originating Lender Regarding Compliance

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Texas Home Equity Condominium Rider

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Texas Home Equity Election Not to Rescind

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Texas Home Equity Loan Refinancing Affidavit

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Texas Home Equity Note (Fixed Rate-First Lien) Uniform Instrument

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Texas Home Equity Planned Unit Development

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Texas Home Equity Receipt of Copies

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Texas Home Equity Security Instrument

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Texas Notice Concerning Extensions of Credit

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Texas Notice of Refinance of Texas Home Equity

Resources – Government

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LDP Look Up

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GSA Look Up

Quick Reference Guides

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FHA Manual Underwriting DTI Exceeds 31%/43% QRG

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FHA Quick Reference Collections Judgments Disputed

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Derogatory Credit Waiting Periods

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Desktop Originator Sponsorship Request Reference Guide

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Renovation Program Comparison QRG

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USDA Program Overview

Resources – ATR/QM

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Ability to Repay/Qualified Mortgage: FAQ

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Ability To Repay/Qualified Mortgage Quick Reference Guide

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HPML and QM APR Testing Guide

TILA-RESPA Integrated Disclosure (Trid) Rules

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TRID Webinar Presentation

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TRID - What is Changing

 Resources – Mortgage Insurance Companies

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Arch MI

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Essent

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Genworth

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United Guaranty

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Radian

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MGIC

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National MI

 Resources – Industry

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MBA (Mortgage Bankers Association)

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National Mortgage News

HomeStyle Specific

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HomeStyle Renovation Program Overview

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HomeStyle Renovation Consumer Tips (Fannie Mae Form 1204)

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HomeStyle Renovation Contract (Fannie Mae Form 3734)

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HomeStyle Construction Loan Agreement (Fannie Mae Form 3735)

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Contractor Profile (Fannie Mae Form 1202)

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Contractor Acknowledgement

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HomeStyle Mortgage Payment Disclosure Sample

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W-9

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Final Title Fee by State Matrix

HomeStyle Sample Documents

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Sample HomeStyle Feasibility Study

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Sample HomeStyle Contractor Bid

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HomeStyle Sample Worksheet

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