Resource Categories

• Modified Correspondents Seller Guide

  • Lender Eligibility
  • Link to USDA Handbook
  • Representations and Warranties
  • Pricing and Commitments
  • Conforming Product Suite
  • Government Product Suite
  • Pre-Funding Suite
• Annual Recertification

  • Annual Recertification Package
  • E-Sign / E-Delivery Approval Request
• Pricing

  Modified Correspondents Lender Pricing FAQ
  Lock/Registration Form
  Lock In Agreement
  FSM Fee Sheet
  Chapter 5 of the Seller Guide Pricing and Commitments
  Lender Paid Seller Compensation Agreement
• Tutorials

  • Paperless Submission Tutorial
  • Optimal Blue Training Guide for loans registered on of after 09/19/2017
• Affinity Processing Documents

  • New Client Information Form
  • Affinity Loan Submission Checklist
  • Fee Worksheet
  • Appraisal Credit Card Information Form
• Underwriting Submission Checklists

  • Conforming Underwriting Submission Form
  • USDA Submission & Participant Form
  • VA Underwriting Submission Form
  • VA Underwriting Submission Form-IRRRL
  • FHA Submission Order Checklist
  • FHA Streamline Underwriting Submission
  • Jumbo Underwriting Submission
• Documents & Forms

  • Closing/Funding Documentation

    • Doc Prep Request Form
    • Closed Loan Delivery Transmittal
    • Applicant Identification Verification
    • Owner Occupancy Affidavit
  • Condo Questionaires

    • Condo Questionnaire Short Form
    • Condo Questionnaire Long Form
    • Fair Housing Age Restrictions Form
    • Fannie Mae CPM Approval Request Form
    • FHA Condo Questionnaire
  • Disclosures

    • Anti-Steering Disclosure of Loan Options
    • LMPI Disclosure
    • CFPB - "Your Home Loan Tool Kit"
    • CFPB ARM Brochure
    • Mortgage Broker Fee Agreement and Disclosure
    • Borrower Acknowledgment Of CFPB Toolkit/CHARM Booklet
    • Originator Certification of Borrower Intent to Proceed
    • Change of Circumstance Form
    • Understanding the LE
    • Income-Debt Worksheet
    • Initial Appraisal Disclosure-ECOA
    • Property Inspection Waiver Disclosure
  • FHA/HUD & VA Documents & Forms

    • FHA Case Number Assignment Request
    • VA-CAIVR Number Request Form
  • Modified Correspondents Lenders Application

    • FSM-FHA Sponsored Originator Application & Instructions
    • Compliance Attestation /Certification
    • Lender Paid Seller Compensation Agreement
    • MSI Mod Corr Application Package
    • FHA PRINCIPAL and AUTHORIZED AGENT AGREEMENT
  • Trust Documents

    • InterVivos Trust Checklist
    • Illinois Land Trust Checklist
  • USDA Rural Development Documents

    • USDA Request for Single Family Housing Guarantee (3555-21 form)
    • Guarantee Upfront and Annual Fee Calculator
• Appraisal Ordering (AIR)

  • Appraisal Fee Schedules
  • Connexions Portal
  • Dart Appraisal
  • AIR Borrower Acknowledgement
  • First Look Fee Sheet
  • First Look Contact Sheet
  • First Look Rebuttal Form
  • Dart Fee Sheet
  • Dart Contact Sheet
  • Dart Rebuttal Form
  • Nationwide Fee Sheet
  • Nationwide Rebuttal Form
• Quick Reference Lending Matrix/Guides

  • Quick Reference Sheet LDP and GSA Links and Instructions
  • Eligible States
  • FSM JUMBO - 2-4 Unit HOA Cert
  • FSM JUMBO - HOA Cert
• Other FSM Info

  • HPML Calculation Web Site
  • FACTA Alert Validation
  • Mortgagee Clause
  • FSM 2021 Holiday Schedule
  • 2018 1003 Demographic Fields