Printable Forms


Here is a list of documents that you can download and print. These are Adobe Acrobat PDF documents so if you don't already have a copy of the Adobe Acrobat Reader you may get one by clicking the image to the right.

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Approved Third Party Processing

  File Size
Florida Specific State Requirements 255Kb
Virginia State Specific Requirements 45Kb

Broker Compensation Forms

  File Size
TPO Compensation Plan 204Kb

Customer Loan Servicing and Payment Information

  File Size
Servicing Bi-Weekly Payment Information” 388Kb

Helpful Tools

  File Size
USDA GUS Lender Agent Access 255Kb
TPO Appraisal Escalation, Field Review, and Rebuttal Requirements 213Kb
Inter Vivos Revocable Trust Checklist 270Kb
Gift Letter – Conventional 302Kb
Gift Letter – Government 404Kb
Wholesale Road Map 169Kb
Getting The Gift Right Guide 1275Kb
Appraisal Reconsideration Request Form 222Kb
Union Employment Requirements 186Kb
UHM TPO LLPA Reference Guide Revised 03-20-23 513Kb
PreApp Express Desk AE Submission Form INTERNAL 164Kb
Social Security Grossing Up Calculator 57Kb
8821 & Consent Form WHL 567Kb
TPO Limited Review Condo Project Questionnaire 181Kb
TPO Full Review Condo Project Questionnaire 184Kb
8821 & Consent Form Blank_UHM Fillable 378Kb
UHMGO! DU_LP _Credit Error Troubleshooting Guide 952Kb

Job Aids

  File Size
UHMGO Job Aid – Wholesale Disclosure Functionality (IDS) 7168Kb
Borrower eSign Instructions 664Kb
VA Disclosure Job Aide 264Kb
UHMGo 1003 Guide - DU and LP Solutions 2258Kb
TPO Credit Qualifying FHA Streamline Checklist 213Kb
TPO Non-Credit Qualifying FHA Streamline Checklist 210Kb
Lock Extension Job Aid 507Kb

Non-Delegated Correspondent (NDC) Information

  File Size
Pre-Close Review Audit Overview/Checklist (if option selected by Partner) 69Kb
NDC Fulfillment Provider Contact Information 127Kb
NDC Roadmap (Loan Submission Workflow) 319Kb
Managing NDC User Accounts in UHMGO 944Kb
Quick Reference for an Original Note and an Allonge to Note 3258Kb
NDC Reference Guide 353Kb
8821 & Consent Form 318Kb

Overlays & Lending Guide

  File Size
TPO Overlays for FNMA & FHLMC 33Kb
TPO Overlays for GNMA 263Kb
UHM TPO Lending Guide 2027Kb

Policies & Procedures

  File Size
Alternative Credit Policy rev 95Kb
Compensating Factors Used on Loans with Layered Risk 121Kb
Waiting Periods for Significant Credit Events 196Kb
Desktop Appraisals Overview 171Kb
Non-Mortgage Charge-Offs 97Kb
Power of Attorney Policy, Version 5.0 235Kb
Hazard Insurance Fact Sheet and Review Checklist 237Kb
Compliance Manual 1863Kb
FNMA Non-US Citizen Borrower Fact Sheet 06-21-2023 203Kb
Citizenship and Residency Excerpt 496Kb
Interest Credit Policy 153Kb
Tax Return, W2, and P&L Requirements 204Kb
UHM Large Deposit Requirements 171Kb

Product Guidelines

  File Size
Product Matrix 242Kb
Comparison Guide Freddie Mac Home Possible and FHA 203b 189Kb
Freddie Mac Standard Fixed Products 121Kb
FHA 203B 229Kb
VA Product Matrix 129Kb
FHA Manual Underwriting Job Aid 277Kb
Maxex Job Aide 361Kb
Maxex Jumbo Arm 318Kb
Agency Fixed High Balance Program 246Kb
Temporary Buydown Product Summary 53Kb
Required Document for End Loans 179Kb
UHM Refinance Reference Tool: USDA 241Kb
Fannie Mae vs Freddie Mac Differences Guide 184Kb
UHM TPO FNMA Standard Product Summary 269Kb
UHM TPO Freddie Mac Standard Product Summary 213Kb

Property Type (Condo, PUD, MH)

  File Size
Manufactured Home Checklist 106Kb
Manufactured Home Information 342Kb
MH FNMA Advantage Program FAQs 123Kb
MH Advantage Guidelines 233Kb
Certification for PUD Detached Condo Review 249Kb
Site Condo and Detached Condo Job Aid 262Kb
Deferred Maintenance Re-Certification 112Kb
Manufactured Homes Affixation & Surrender of Title 419Kb
FHA Condo Single Unit Approval Questionnaire 335Kb
Insurance Guidance (Hazard, Condo, HO-6, Flood) 366Kb

Refinances

  File Size
Tangible Net Benefit 25Kb
Tangible Net Benefit Worksheet (Streamline/IRRRL only) 42Kb
VA IRRRL Max Mortgage Worksheet 657Kb
Refinancing VA Modified Loans 204Kb
UHM Refinance Reference Tool FNMA-FHLMC 291Kb
Texas Cash-Out Refinance Matrix 221Kb
TPO Refinance Reference Tool VA 313Kb
VA IRRRL UHM Refinance Reference Tool 220Kb
UHM Wholesale Refinance Reference Tool FHA 646Kb
Cash Back Guidance 163Kb
TPO VA IRRRL Checklist 236Kb
TPO USDA Streamlined Vs. Streamlined-Assist Comparison 173Kb

UHM Mortgagee Clause, Lender IDs, Title Proposed Insured and CPL Address

  File Size
UHM Mortgagee Clauses 61Kb

Union Home Mortgage Forms and Addendums

  File Size
UHM VA Agency Agreement 622Kb