Checklists Forms & Tools - needs to be reworked --- links wrong
Required Forms
Conventional
- FNMA Form 1037: Worksheet for Principle Residence, 2-4 Unit Property: Monthly Qualifying Rental Income – REQUIRED ON NON-DELEGATED
- FNMA Form 1038: Worksheet for Individual Rental from Investment Property(s): Monthly Qualifying Rental Income (or Loss) – REQUIRED ON NON-DELEGATED
Jumbo
Sample Forms
Correspondent Lender may use their own version of the following forms:
ARM
- 5/1 CONFORMING CONVENTIONAL ARM DISCLOSURE
- 7/1 CONFORMING CONVENTIONAL ARM DISCLOSURE
- 10/1 CONFORMING CONVENTIONAL ARM DISCLOSURE
Condo
- Full Review – Established and New Projects
- Limited Review
- Non-Delegated Condo Review Submission Checklist
- Non-Delegated Insurance Questionnaire
General
- Benefit to Borrower/Net Tangible Benefit
- Certification of Prop Condition Prior to Purchase
- CHL Tax Information Sheet
- Clear to Close – NEW MEXICO PROPERTIES ONLY
- Escrow Repair Agreement
- Subsequent Use of Appraisal Certification of Property Condition
Jumbo
stopped here
Submission Forms
- Borrower Max Cash to Close Worksheet - REQUIRED ON VA SPONSORED
- Condo/Pud Warranty Form
- Wage Earner Income Analysis Worksheet
- Copy of Self Employed Income Calculation Worksheet
Sample Forms
NOTE: correspondent lender may use own version of above forms
ARM
Condo
Condo Questionnaire Forms
Established Projects & New Projects
Jumbo
- Jumbo Product Guideline Review Certification (REQUIRED ON ALL JUMBO LOAN SUBMISSIONS)
- R – Non-Conforming Jumbo Variable Rate Mortgage Program Disclosure 5/1
- R – Non Conforming Jumbo Variable Rate Mortgage Program Disclosure 7/1
- R – Non-Conforming Jumbo Variable Rate Mortgage Program Disclosure 10/1
- R – Patriot Act Form