Forms & Guides
Every form, guide and disclosure — in one place.
Program guides, rate matrices, submission forms and required disclosures — organized so you can pull what a file needs without digging.
Sign-Up Package
Broker Sign-Up Package
PDF · Fillable · NonQM Broker Approval AgreementFast Pass Sign Up
PDF · Fillable · Expedited broker approvalBusiness Purpose Sign-Up Package
PDF · Fillable · Business Purpose / Commercial Broker AgreementSubmission Forms
NonQM Loan Submission Requirements
PDF · Fillable · Checkboxes & dropdownsRTL Loan Submission Requirements
PDF · Fillable · Checkboxes & dropdownsProgram Guides & Matrices
NonQM Matrix
PDFNonQM Guide
PDFRTL Guide
PDF · Fix & Flip, GUC, BridgeRTL Matrix
PDFForms
Program Summary
PDFAppraisal Transfer Policy
PDF · FillableBorrower Certification & Authorization
PDF · FillableBorrower Certification of Business Purpose
PDF · FillableBorrower Occupancy Certification
PDF · FillableBusiness Narrative Form
PDF · FillableBusiness Purpose Licensing Guide
PDFException Form
PDF · FillableGift Letter
PDF · FillableNon-Occupant Borrower Occupancy Certification
PDF · FillableSpousal Consent
PDF · FillableVerification of Earnings
PDF · FillableMarketing
Co-Branded Flyer Templates
PDF · Editable“What Is Non-QM?” Borrower One-Pager
PDF · Client-facingCan't find a form? Ask your account executive or call 866-281-3111.
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