Calculators Bank Statement Analysis Worksheet (Excel)Personal and business bank statements — 12 or 24 month. Complete the light blue cells, then PDF and upload the worksheet with the submission.
Broker Approval Forms Broker Branch Approval Application Lender-Paid Compensation Election Agreement W-9 Form
Submission Forms 1003 Form (Legacy Form) 1003 Form - Additional Borrower 1003 Form - Borrower Information 1003 Form - Continuation Sheet 1003 Form - Lender Loan Information 1003 Form - Unmarried Addendum 4506-C Request Form (Interactive) Affiliated Business Arrangement Disclosure Statement Anti-Steering Loan Options Disclosure (Interactive) Borrower Changed Circumstance Form Certification of Trust Demographic Information Addendum Form SSA-89 Gift Letter Letter of Explanation for Large Deposits Mortgage Broker Fee Agreement (MBFA) SSPL Form (Interactive)
Appraisal Forms Appraisal Order Fee & Procedure (UAD 3.6)Fee schedule, report types, payment methods, and ordering ahead of loan approval. Appraisals are ordered in the loan pipeline under Order Services → Appraisals; the mail-in order form is no longer used. Appraisal Report Waiver Disclosure Appraisal Transfer Policy Appraisal Value Rebuttal Form DU Value Acceptance Policy
Reference Materials CA Transfer Tax RatesResponsible party for title/escrow fees listed on this page is for reference only. Any agreement relating to the payment of title/escrow fees between buyer and seller supercedes the information posted on this website. Hazard Insurance Loss Payee Clause How to Complete Anti-Steering Disclosure Impound Requirement