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.
Approved Third Party Processing
| File | Size | |
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Florida Specific State Requirements | 255Kb |
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Virginia State Specific Requirements | 45Kb |
Broker Compensation Forms
| File | Size | |
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TPO Compensation Plan | 174Kb |
Customer Loan Servicing and Payment Information
| File | Size | |
|---|---|---|
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Servicing Bi-Weekly Payment Information” | 388Kb |
Helpful Tools
Job Aids
| File | Size | |
|---|---|---|
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UHMGO Job Aid – Wholesale Disclosure Functionality (IDS) | 7168Kb |
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Borrower eSign Instructions | 815Kb |
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VA Disclosure Job Aide | 1067Kb |
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UHMGo 1003 Guide - DU and LP Solutions | 1637Kb |
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Maxex Job Aide | 258Kb |
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UHMGo! DU & Credit Troubleshooting Guide | 1131Kb |
Non-Delegated Correspondent (NDC) Information
Overlays & Lending Guide
| File | Size | |
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TPO Overlays for FNMA & FHLMC | 174Kb |
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TPO Overlays for GNMA | 176Kb |
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TPO Lending Guide | 2026Kb |
Policies & Procedures
| File | Size | |
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Interest Credit Policy | 149Kb |
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Large Deposit Requirements | 134Kb |
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Alternative Credit Policy rev | 134Kb |
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Cash Back Guidance | 183Kb |
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Compensating Factors Used on Loans with Layered Risk | 109Kb |
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Gift Funds Requirements | 99Kb |
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Understanding Mortgage Recasting - Cenlar | 125Kb |
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Waiting Periods for Significant Credit Events | 220Kb |
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Desktop Appraisals Overview | 121Kb |
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Non-Mortgage Charge-Offs | 227Kb |
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Power of Attorney Policy, Version 5.0 | 223Kb |
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VA Agreement | 251Kb |
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Insurance: Hazard Fact Sheet | 199Kb |
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Compliance Manual | 2052Kb |
Product Guidelines
| File | Size | |
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Product Matrix | 125Kb |
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USDA Streamline vs Streamline | 167Kb |
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Comparison Guide Freddie Mac Home Possible and FHA 203b | 209Kb |
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Fannie Mae Fixed-Rate Mortgages | 190Kb |
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Freddie Mac Standard Fixed Products | 121Kb |
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FHA 203B | 167Kb |
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VA Product Matrix | 181Kb |
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FHA Manual Underwriting Job Aid | 172Kb |
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Maxex Jumbo Arm | 194Kb |
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Maxex Jumbo Fixed | 231Kb |
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Agency Fixed High Balance Program | 246Kb |
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USDA Streamline Refinance Overview | 486Kb |
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Fannie Mae & Freddie Mac Differences Guide | 171Kb |
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USDA Streamline Refinance Assistance | 275Kb |
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Symmetry Consumer Authorization Form | 696Kb |
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Symmetry Submission Form | 167Kb |
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Symmetry Qualification Worksheet | 66Kb |
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Symmetry Credit and Income Guidelines | 261Kb |
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Temporary Buydown Product Summary | 152Kb |
Property Type (Condo, PUD, MH)
UHM Mortgagee Clause, Lender IDs, Title Proposed Insured and CPL Address
| File | Size | |
|---|---|---|
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Mortgagee Clause Payment and Tax Addresses | 132Kb |
