Job Aids

Submission Cover Sheet

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Quick Reference Guide

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DU Sponsorship

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VA Sponsorship Request Form

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Lock Policy

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FHA Case Number Assignments

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Condominium Project Questionnaire Short Form

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Condominium Project Questionnaire Full Form

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Condo Assessment Questionnaire

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Appraisal Transfer Process and Procedure

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TBD Conditional Approved QRG

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Trust Approval

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FSB Mortgage ParticipationLine FundingRequest Form

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HELOC Comparison Calculator

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NY CEMA

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Day 1 Certainty Request Process QRG

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Customer Service Phone and Address

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Power of Attorney Approval

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VA Alive and Well

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TPO Key Jumbo Underwriting Submission Checklist

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TPO Key Jumbo Loan Eligibility Checklist

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Float/Lock QRG

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How to Include Rental Payment History in DU LPA Decisions QRG

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Broker Compensation Guidelines — Regulation Z

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Lender Paid Compensation Agreement and Election Form

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Contract Processing Company Approval Questionnaire

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Submitting A Request for Closing Docs QRG

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2-1 Buydown Subsidy Calculator

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TPO Client QRG – FSBs CONV 30 Yr Fixed Rate 2-1 Buydown

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FSB Mortgage TPO Select Jumbo File Submission Checklist

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TPO QRG – FSB Select Jumbo Products

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Exhibit 12 – FSB Select Jumbo Visa Classification

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Loan Product Matrices

FSB Home Equity Guidelines

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FSB Jumbo Express Fixed Rate Product Matrix

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FSB Key Jumbo Product Matrix

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FSB Preferred Jumbo Super Jumbo Eligibility Matrix

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Jumbo Express 3 ARM Products Matrix

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TPO Loan Product Matrix

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TPO Select Jumbo Product Matrix

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Process Flow Documents

Open Close Origination Instructions

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TPO/Broker Process flow for FSB Mortgage

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Non-Delegated Process Flow for Clients who Generate Disclosures and Docs from FSB Mortgage’s System

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Non-Delegated Process Flow for Clients who Generate Their Own LEs, CDs & DOCS

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Change of Circumstance Non-Delegated

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Submit for Initial Closing Disclosure ICD QRG

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Participation Line Funding Procedures for Non-FSB Loans

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Participation Line Funding Procedures For FSB Loans

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Setup Procedures for HELOC

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TPO User Onboarding Guide

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TPO Client Onboarding Guide

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