Reference

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Loan App Questionnaire (pdf)

Loan App Questionnaire Page 3 (pdf)

Loan Checklist Fillable (pdf)

LOAN OFFICER SUCCESS GUIDE (pdf)

Loan Originator Job Description (pdf)

Mortgage Terms & Abbreviations (pdf)

Realtor Interview Sheet 9-20-19 (pdf)

Texas Closing Cost Templates (pdf)

DTI - How is it Calculated (pdf)

REQUEST FOR RE-Score (pdf)

Guidelines for Acceptable Rescore Documentation (pdf)

FHA Guidelines regarding disputed accounts (pdf)

Dispute Letter SAMPLE TEMPLATE (docx)

Requesting USPS to add an address (pdf)

Voicemail Guide (pdf)

Changing Call Forwarding Options (pdf)

Buydown Instructions (pdf)

Scanning Documents with Phone (pdf)

Profit & Loss Blank (pdf)

Profit & Loss Example (pdf)

Xactus System Transition - Helpful Tips Final (pdf)

OHFA INSTRUCTIONS (pdf)

OHFA Landlord Information (pdf)

Residence Verification (pdf)

OHFA LINK FOR RATES (pdf)

HOW TO MAKE A REPLY TEMPLATE IN OUTLOOK (pdf)

HOW TO MAKE A REPLY TEMPLATE IN OUTLOOK VIDEO (pdf)

Pricing a NON-QM loan (pdf)

CHENOA & Essex PRICING DIRECTIONS (pdf)

How to find out what you need to Esign as an MLO (pdf)

How to Deploy 2/1 Buydown Calculator to Borrowers & Referral Partners (pdf)

Calculation of Net Proceeds on Sale of Home (pdf)

Instructions on How to Change Email Address and Resend Disclosures (pdf)

Self Employed Borrowers (pdf)

Fillable USDA Forms (pdf)

Loan Checklist Fillable (pdf)

LOAN OFFICERS QUICK REFERENCE (pdf)

Chenoa Fund DPA Instructions (pdf)

Broker Submission Checklist (pdf)

VA Bonus Entitlement Worksheet (pdf)

Itemize Credits Workflow (pdf)

Email Signature Set-up (pdf)