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 174Kb

Customer Loan Servicing and Payment Information

  File Size
Servicing Bi-Weekly Payment Information” 388Kb

Helpful Tools

  File Size
Setting Up FHLMC LP Access 867Kb
USDA GUS Lender Agent Access 132Kb
Tangible Net Benefit 27Kb
Appraisal Reconsideration and Second Appraisal Ordering 158Kb
RD Guarantee Upfront & Annual Fee Calculator 1002Kb
VA IRRRL Max Mortgage Worksheet 657Kb
Inter Vivos Revocable Trust Checklist 62Kb
Gift Letter – Non-FHA 228Kb
Gift Letter – FHA 234Kb
Wholesale Road Map 113Kb
URLA Error Troubleshooting Guide 848Kb
Getting The Gift Right Guide 1222Kb
Appraisal Reconsideration Request Form 214Kb
Union Employment Requirements 169Kb
Appraisals: FNMA and Freddie Desktop Appraisals 0Kb
UHM TPO LLPA Reference Guide Revised 03-20-23 513Kb
PreApp Express Desk AE Submission Form INTERNAL 185Kb
Social Security Grossing Up Calculator 426Kb
Non-Taxable Income Tips 192Kb

Job Aids

  File Size
UHMGO Job Aid – Wholesale Disclosure Functionality (IDS) 7168Kb
Borrower eSign Instructions 658Kb
VA Disclosure Job Aide 626Kb
UHMGo 1003 Guide - DU and LP Solutions 2255Kb

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 Eligibility Requirements 112Kb
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 573Kb

Overlays & Lending Guide

  File Size
TPO Overlays for FNMA & FHLMC 168Kb
TPO Overlays for GNMA 176Kb
UHM TPO Lending Guide 2152Kb

Policies & Procedures

  File Size
Large Deposit Requirements 181Kb
Alternative Credit Policy rev 134Kb
Cash Back Guidance 137Kb
Compensating Factors Used on Loans with Layered Risk 89Kb
Gift Funds Requirements 99Kb
Waiting Periods for Significant Credit Events 201Kb
Desktop Appraisals Overview 136Kb
Non-Mortgage Charge-Offs 97Kb
Power of Attorney Policy, Version 5.0 234Kb
VA Agreement 251Kb
Hazard Insurance Fact Sheet and Review Checklist 275Kb
Compliance Manual 1841Kb
FNMA Non-US Citizen Borrower Fact Sheet 06-21-2023 217Kb
Citizenship and Residency Excerpt 421Kb
Interest Credit Policy 154Kb
Tax Return, W2, and P&L Requirements 229Kb

Product Guidelines

  File Size
Product Matrix 128Kb
USDA Streamline vs Streamline 172Kb
Comparison Guide Freddie Mac Home Possible and FHA 203b 209Kb
Fannie Mae Fixed-Rate Mortgages 215Kb
Freddie Mac Standard Fixed Products 121Kb
FHA 203B 165Kb
VA Product Matrix 206Kb
FHA Manual Underwriting Job Aid 184Kb
Maxex Job Aide 336Kb
Maxex Jumbo Arm 289Kb
Agency Fixed High Balance Program 246Kb
USDA Streamline Refinance Overview 137Kb
USDA Streamline Refinance Assistance 204Kb
Symmetry Consumer Authorization Form 82Kb
Symmetry Submission Form 771Kb
Symmetry Qualification Worksheet 67Kb
Symmetry Credit and Income Guidelines 402Kb
Temporary Buydown Product Summary 185Kb
Required Document for End Loans 204Kb
UHM Refinance Reference Tool: USDA 190Kb
Fannie Mae vs Freddie Mac Differences Guide 208Kb
VA IRRRL UHM Refinance Reference Tool 231Kb

Property Type (Condo, PUD, MH)

  File Size
Manufactured Home Checklist 111Kb
Manufactured Home Information 218Kb
MH FNMA Advantage Program FAQs 157Kb
MH Advantage Guidelines 233Kb
Certification for PUD Detached Condo Review 278Kb
Condo Project Insurance Request Form 187Kb
Site Condo and Detached Condo Job Aid 364Kb
Condo Project Questionnaire 443Kb
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) 412Kb

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

  File Size
Mortgagee Clause Payment and Tax Addresses 155Kb