Quick Links
- 2023 Agency Loan Limits
- Fannie Mae Ask Poli
- (Seller ID: 27259 Business Role: Secondary)
- Fannie Mae Underwriting FAQ
- Fannie Mae Loan Lookup
- Freddie Mac Loan Lookup
- FHA Mortgage Limits
- FHA Mortgagee Letters
- Natural Disaster Affected Areas
- LDP
- GSA (Click “Search Records”)
- 2023 State Business Purpose Loan Licensing Requirements and PPP Matrix (revised 3/28/23)
Conventional
RefiNow
- RefiNow Matrix
- Fannie Mae Area Median Income (AMI) Lookup Tool
HomePossible
- Home Possible
- Home Possible AMI Lookup
- Home Possible Income Multiplier
HomeOne
- HomeOne Matrix
- HomeOne vs Home Possible
- HomeOne vs Fannie Mae Standard 97% LTV
HomeReady
- HomeReady Matrix
- HomeReady Eligibility Map
- HomeOne vs Home Possible
- HomeOne vs Fannie Mae Standard 97% LTV
- Multiple Financed Properties Matrix
- 2021 Agency Loan Limits
- Fannie Mae vs. Freddie Mac - Comparison Chart
Agency Guides / Agency Information
- Fannie Mae Selling Guide - May 5, 2021
- AllRegs - Fannie Mae
- Fannie Mae Eligibility Matrix
- Fannie Mae Loan Lookup
- Freddie Mac Selling Guide - May 5, 2021
- AllRegs - Freddie Mac
- Freddie Mac Doc Matrix
- Freddie Mac Eligibility Matrix
- Freddie Mac Loan Lookup
Government
FHA
- FHA Fixed Matrix
- FHA Streamline Matrix
- 4000.1 PDF
- 4000.1 Online
- FHA FAQ Preview
- FHA FAQ
- FHA Approved Condo Lookup
- FHA Approved Condo Questionnaire
- FHA Streamline Loan Amount Calculator
- FHA Mortgagee Letter May 2023
Down Payment Assistance
- EPM
Land Home Financial Services
- Trio Link Program Matrix Correspondent 5/16/23
- Trio Link Underwriting Guidelines
- Trio Link Loan Training 5/30/23
- Intro to Trio's Link Home Loans New Lenders 5/1/23
- Introduction to Link Home Loans for Agents
- Choctaw American Insurance, Inc. Assignment Addendum to Purchase & Sale (First Title & Escrow)
- Choctaw American Insurance, Inc. Assignment Addendum to Purchase & Sale (Title company / State not specified)
- Cedar Band HFA Assignment Addendum to Purchase & Sale (Title company / State not specified)
- Assignment Addendum to Purchase & Sale (Designated Entity and Title company not specified)
VA (Non-Delegated)
- VA Standard Conforming and High Balance - Matrix and Guidelines
- VA IRRRL Matrix and Guidelines
- VA Fees and Charges the Veteran Can Pay
- VA Lender's Handbook
- VA Maximum Mortgage Worksheet
- Certificate of Eligibility
- Appraiser Fee Schedule
- Instructions ordering VA Appraisals
- Guaranty Calculation Example
Manufactured Homes
- Manufactured Homes - Submission Checklist
- Conventional Guidelines
- Manufactured Housing - Underwriting Reminders
- FHA Guidelines
- VA Guidelines
- VA IRRRL Guidelines
- Institute for Building Technology and Safety (IBTS)
Advancial FCU
- Advancial FCU Wholesale Rate Sheet (Password: rates)
- Advancial FCU Condo Questionnaire
- Advancial FCU Loan Submission Checklist
- Advancial FCU Niche Product Summary
- Advancial FCU Co-Op Questionnaire
- Advancial FCU Mortgage Wholesale Detailed Guidelines (Password: AWGUIDE)
- Advancial FCU Asset Depletion Checklist Worksheet
- 2/7/2023 Advancial FCU Training Meeting Recording
Non-Comforming Jumbo
Advancial FCU
- Advancial FCU Wholesale Rate Sheet (Password: rates)
- Advancial FCU Condo Questionnaire
- Advancial FCU Loan Submission Checklist
- Advancial FCU Niche Product Summary
- Advancial FCU Co-Op Questionnaire
- Advancial FCU Mortgage Wholesale Detailed Guidelines (Password: AWGUIDE)
- Advancial FCU Asset Depletion Checklist Worksheet
- 2/7/2023 Advancial FCU Training Meeting Recording
AmWest (Delegated & Non Delegated)
- Advantage Investor Plus
- Advantage ITIN
- Advantage One
- Advantage
- Bank Statement Advantage
- Investor Advantage
- Jumbo Platinum Program
- Jumbo Premier Program
Annaly - Onslow Bay (Delegated)
- Agency Investor & Non-Agency Investor Program Guide Version 1.4_0422
- Sharp A- TearSheet V1.1
- Sharp A+ TearSheet V1.1
- Annaly Sales Deck
- DSCR Plus TearSheet V1.1
- Expanded Prime Plus Tear Sheet_V1.1
- Foreign National TearSheet V1.1
- Loan Exception Form_v1.2
- Seller Program Guidelines - 05/02/2022
Arcstone Financial Inc (Delegated)
- ArcPrime Equity Solutions Matrix
- ArcPrime Series Matrix
- ArcPrime Guidelines
- Arcstone - Income Calculation
Axos (Delegated)
- Correspondent Guidelines - Matrix
- Wholesale Guidelines - Matrix
- 1/5/23 Training Meeting Recording
Coast 2 Coast Funding
- Non-Warrantable Condo Financing Flyer
First National Bank of America (Non-Delegated)
- Correspondent Matrix
- Alt-A Premier Requirements
- 12/05/22 Training Meeting Recording
Flagstar Bank (Delegated)
- Advantage Product Guides Matrix
- Advantage Program
- HELOC Program
- One-Close Construction Program
NewRez (Delegated & Non-Delegated)
- SmartVest
- SmartSelf
- SmartEdge
- Underwriting Guide - 5I Appraisal CORR
- Underwriting Guide - 5H Employment and Income CORR
- Underwriting Guide - 5G Liabilities and Debt Ratios CORR
- Underwriting Guide - 5F Assets CORR
- Underwriting Guide - 5E Credit CORR
- Underwriting Guide - 5D Property Types CORR
- Underwriting Guide - 5C Financing CORR
- Underwriting Guide - 5B Transactions CORR
- Underwriting Guide - 5A Eligibility CORR
- 067 Smart Series Implementation
NexBank (Non-Delegated)
- Connect - Full Doc - Matrix
- Connect - Reduced Doc - Matrix
- Reduced Doc - Worksheet
NP, Inc. (Delegated)
- Full Product Line Up Presentation
- Business Narrative Form (12/6/22)
- Flex NonQM Matrices (2/21/23)
- NonQM Flex Guidelines (2/21/23)
- 1/11/23 NP, Inc. Training
Pacific Bay Lending Group (Brokered)
- 12/22/22 Training Meeting Recording
Silverhill Funding (Non-Delegated "Correspondent Lite")
- Data Point Pricing Form II
- DSCR 1-4 Units Investor Loan
- Small-Balance Commercial Product Suite
- No Doc Streamline Program
US Bank (Non-Delegated)
- Portfolio Jumbo
Verus (Delegated)
- VMC Correspondent Seller Guide Non-QM 2021.12.13F update 1
- VMC Nbon-QM Loan LTV Matrix 7.18.2022 Update
- VMC Summary of Product Changes December 2021
- Bank Statement Analysis - 20211208
VistaPoint (Delegated)
- Covid_Overlays_03.25.2021
- Mtg Seller Guide
- Apex Vantage Multipoint - Guidelines
- QuickPoint - Matrix
- Vantage - Matrix
- VPM_Matrix_MultiPoint_11.02.2020
- Apex - Matrix
- VPM Matrix MultiPoint 06.22.2021
- 12/28/22 VistaPoint Training for Seconds Recording
Non-Comforming Jumbo
GO Mortgage
- GO Mortgage Product Overview Presentation
- Single-Close Construction Non-QM Matrix
- Renovation 203K Matrix
- Wholesale Single-Close Construction Matrix
- Fannie Mae Homestyle Matrix
- VA Renovation Matrix
- GO Mortgage Scenario Request Form Video
- 2/1/23 GO Mortgage Intro Call and Training
HELOC & Second Mortgage
RenoFi
- Rates
- Calculator
- Marketing Partnership Program Guide
- Marketing Partnership Presentation
- Introduction to RenoFi Video (password: @YSyzH^0)
- Introduction & Partnership Training (password: 5!c+$0u+)
REMN
- Wholesale Rate Sheet
- 5-day HELOC Quick Guides
Conventional
RefiNow
- RefiNow Matrix
- Fannie Mae Area Median Income (AMI) Lookup Tool
HomePossible
- Home Possible
- Home Possible AMI Lookup
- Home Possible Income Multiplier
HomeOne
- HomeOne Matrix
- HomeOne vs Home Possible
- HomeOne vs Fannie Mae Standard 97% LTV
HomeReady
- HomeReady Matrix
- HomeReady Eligibility Map
- HomeOne vs Home Possible
- HomeOne vs Fannie Mae Standard 97% LTV
- Multiple Financed Properties Matrix
- 2021 Agency Loan Limits
- Fannie Mae vs. Freddie Mac - Comparison Chart
Agency Guides / Agency Information
- Fannie Mae Selling Guide - May 5, 2021
- AllRegs - Fannie Mae
- Fannie Mae Eligibility Matrix
- Fannie Mae Loan Lookup
- Freddie Mac Selling Guide - May 5, 2021
- AllRegs - Freddie Mac
- Freddie Mac Doc Matrix
- Freddie Mac Eligibility Matrix
- Freddie Mac Loan Lookup
Government
FHA
- FHA Fixed Matrix
- FHA Streamline Matrix
- 4000.1 PDF
- 4000.1 Online
- FHA FAQ Preview
- FHA FAQ
- FHA Approved Condo Lookup
- FHA Approved Condo Questionnaire
- FHA Streamline Loan Amount Calculator
- FHA Mortgagee Letter May 2023
Down Payment Assistance
- EPM
Land Home Financial Services
- Trio Link Program Matrix Correspondent 5/16/23
- Trio Link Underwriting Guidelines
- Trio Link Loan Training 5/30/23
- Intro to Trio's Link Home Loans New Lenders 5/1/23
- Introduction to Link Home Loans for Agents
- Choctaw American Insurance, Inc. Assignment Addendum to Purchase & Sale (First Title & Escrow)
- Choctaw American Insurance, Inc. Assignment Addendum to Purchase & Sale (Title company / State not specified)
- Cedar Band HFA Assignment Addendum to Purchase & Sale (Title company / State not specified)
- Assignment Addendum to Purchase & Sale (Designated Entity and Title company not specified)
VA (Non-Delegated)
- VA Standard Conforming and High Balance - Matrix and Guidelines
- VA IRRRL Matrix and Guidelines
- VA Fees and Charges the Veteran Can Pay
- VA Lender's Handbook
- VA Maximum Mortgage Worksheet
- Certificate of Eligibility
- Appraiser Fee Schedule
- Instructions ordering VA Appraisals
- Guaranty Calculation Example
Manufactured Homes
- Manufactured Homes - Submission Checklist
- Conventional Guidelines
- Manufactured Housing - Underwriting Reminders
- FHA Guidelines
- VA Guidelines
- VA IRRRL Guidelines
- Institute for Building Technology and Safety (IBTS)
Advancial FCU
- Advancial FCU Wholesale Rate Sheet (Password: rates)
- Advancial FCU Condo Questionnaire
- Advancial FCU Loan Submission Checklist
- Advancial FCU Niche Product Summary
- Advancial FCU Co-Op Questionnaire
- Advancial FCU Mortgage Wholesale Detailed Guidelines (Password: AWGUIDE)
- Advancial FCU Asset Depletion Checklist Worksheet
- 2/7/2023 Advancial FCU Training Meeting Recording
Non-Comforming Jumbo
Advancial FCU
- Advancial FCU Wholesale Rate Sheet (Password: rates)
- Advancial FCU Condo Questionnaire
- Advancial FCU Loan Submission Checklist
- Advancial FCU Niche Product Summary
- Advancial FCU Co-Op Questionnaire
- Advancial FCU Mortgage Wholesale Detailed Guidelines (Password: AWGUIDE)
- Advancial FCU Asset Depletion Checklist Worksheet
- 2/7/2023 Advancial FCU Training Meeting Recording
AmWest (Delegated & Non Delegated)
- Advantage Investor Plus
- Advantage ITIN
- Advantage One
- Advantage
- Bank Statement Advantage
- Investor Advantage
- Jumbo Platinum Program
- Jumbo Premier Program
Annaly - Onslow Bay (Delegated)
- Agency Investor & Non-Agency Investor Program Guide Version 1.4_0422
- Sharp A- TearSheet V1.1
- Sharp A+ TearSheet V1.1
- Annaly Sales Deck
- DSCR Plus TearSheet V1.1
- Expanded Prime Plus Tear Sheet_V1.1
- Foreign National TearSheet V1.1
- Loan Exception Form_v1.2
- Seller Program Guidelines - 05/02/2022
Arcstone Financial Inc (Delegated)
- ArcPrime Equity Solutions Matrix
- ArcPrime Series Matrix
- ArcPrime Guidelines
- Arcstone - Income Calculation
Axos (Delegated)
- Correspondent Guidelines - Matrix
- Wholesale Guidelines - Matrix
- 1/5/23 Training Meeting Recording
Coast 2 Coast Funding
- Non-Warrantable Condo Financing Flyer
First National Bank of America (Non-Delegated)
- Correspondent Matrix
- Alt-A Premier Requirements
- 12/05/22 Training Meeting Recording
Flagstar Bank (Delegated)
- Advantage Product Guides Matrix
- Advantage Program
- HELOC Program
- One-Close Construction Program
NewRez (Delegated & Non-Delegated)
- SmartVest
- SmartSelf
- SmartEdge
- Underwriting Guide - 5I Appraisal CORR
- Underwriting Guide - 5H Employment and Income CORR
- Underwriting Guide - 5G Liabilities and Debt Ratios CORR
- Underwriting Guide - 5F Assets CORR
- Underwriting Guide - 5E Credit CORR
- Underwriting Guide - 5D Property Types CORR
- Underwriting Guide - 5C Financing CORR
- Underwriting Guide - 5B Transactions CORR
- Underwriting Guide - 5A Eligibility CORR
- 067 Smart Series Implementation
NexBank (Non-Delegated)
- Connect - Full Doc - Matrix
- Connect - Reduced Doc - Matrix
- Reduced Doc - Worksheet
NP, Inc. (Delegated)
- Full Product Line Up Presentation
- Business Narrative Form (12/6/22)
- Flex NonQM Matrices (2/21/23)
- NonQM Flex Guidelines (2/21/23)
- 1/11/23 NP, Inc. Training
Pacific Bay Lending Group (Brokered)
- 12/22/22 Training Meeting Recording
Silverhill Funding (Non-Delegated "Correspondent Lite")
- Data Point Pricing Form II
- DSCR 1-4 Units Investor Loan
- Small-Balance Commercial Product Suite
- No Doc Streamline Program
US Bank (Non-Delegated)
- Portfolio Jumbo
Verus (Delegated)
- VMC Correspondent Seller Guide Non-QM 2021.12.13F update 1
- VMC Nbon-QM Loan LTV Matrix 7.18.2022 Update
- VMC Summary of Product Changes December 2021
- Bank Statement Analysis - 20211208
VistaPoint (Delegated)
- Covid_Overlays_03.25.2021
- Mtg Seller Guide
- Apex Vantage Multipoint - Guidelines
- QuickPoint - Matrix
- Vantage - Matrix
- VPM_Matrix_MultiPoint_11.02.2020
- Apex - Matrix
- VPM Matrix MultiPoint 06.22.2021
- 12/28/22 VistaPoint Training for Seconds Recording
Non-Comforming Jumbo
GO Mortgage
- GO Mortgage Product Overview Presentation
- Single-Close Construction Non-QM Matrix
- Renovation 203K Matrix
- Wholesale Single-Close Construction Matrix
- Fannie Mae Homestyle Matrix
- VA Renovation Matrix
- GO Mortgage Scenario Request Form Video
- 2/1/23 GO Mortgage Intro Call and Training
HELOC & Second Mortgage
RenoFi
- Rates
- Calculator
- Marketing Partnership Program Guide
- Marketing Partnership Presentation
- Introduction to RenoFi Video (password: @YSyzH^0)
- Introduction & Partnership Training (password: 5!c+$0u+)
REMN
- Wholesale Rate Sheet
- 5-day HELOC Quick Guides