PLEASE NOTE: Documents requiring a signature must be downloaded before signature can be added.
Documents
To be used with all loans having case numbers of 4/27/2015 or later.
Wholesale and Correspondent
Documents
- Acknowledgement & Confirmation Concerning Reverse Mortgage Loan (Massachusetts only)
- Good Faith Estimate (GFE) Acknowledgement Form
- Subordination Agreement
- Request for Tax Return Transcript (Form 4506-C)
- Partner Training FAQ
- Pre-Application Disclosures (California only)
- NBS FAQ (Non Borrowing Spouse)
To be used with all loans having case numbers of 4/27/2015 or later.
Wholesale and Correspondent
- LIBERTY – Submission Checklist (12/06/2024)
- Disclosure Requirements
- Underwriting Docs
- Quick Reference Guide
- NY Disclosure Matrix
- Ineligible AMC’s List (*Call Lender Support for List)
- List of Ineligible Appraisers (*Call Lender Support for List)
- Flyer – What to Expect During the Appraisal
- Waiver of Right to a Timely Appraisal Report
- Counseling Kit Overview
- Preparing for Your Counseling Session
- Questions Your HUD Counselor Will Ask
- Financial Interview Tool (FIT) & Benefits CheckUp (BCU) Summary
- EquityIQ Approved Counseling
- Wholesale DDR (Closing Worksheet)
- Correspondent DDR (Closing Worksheet)
- Request for FHA Case Number Assignment
- FHA Condo Approval Questionnaire (HUD Form 9991)
- Single Unit Approval Checklist (FHA Pros Form)
- Single Unit Condo Approval Checklist (Liberty Worksheet)
- Valid Changed Circumstance (VCC) Worksheet
- EquityIQ Program Overview (4/22/2025)
- EquityIQ Underwriting Guidelines (4/22/2025)
- EquityIQ HECM Comparison
- EquityIQ Condo Approval Process
- EquityIQ – Submission Checklist
- EquityIQ – SNAPP/SNAPP+ Checklist
- EquityIQ Approved Counseling List
- EquityIQ Approved Appraisal Management Companies (AMC) List
- EquityIQ Counseling Certificate No Signature Block
- EquityIQ NBS Recorded Attorney Session
- HECM Underwriting Guidelines
- Title Requirements FAQ
- Origination Flowchart
- Changed Circumstance Matrix
- Liberty Appraisal Guide (*Call Lender Support)
- RESPA FAQs
- Preferred Title Company List
- Loan Closing Tips