• Anti-Steering Form

• Condo Full Review

• Condo Limited Review

• Doc Order Request

• FHA Case Request

• FHA Transfer Request

• Gift Letter

• Loan Submission Form

• SS Authorization

• Notice to Receive Appraisal Copy

• VA Sponsor Agent

• Mortgage / Loss Payee Information

• Closing Agent and Contract Processor Approval

• Broker Compensation Change Request

• 4506-C

• Borrower Signature Authorization
  

• Change of Circumstance Form
  

• Demographic Addendum

• Property Condition Certification

• Approved Appraisal AMCs

• Approved Credit Vendors

• Invalid Settlement Agents | PDF
  

• Invalid Settlement Agents | Excel
  

Training Videos

• Become a partner with PCF Wholesale (Get new broker credentials FAST to submit & lock)

• How to work with PCF Wholesale (Forms, submit a loan, conditions & more)

• Requesting locks (Step-by-step on how to request a lock once a file is registered)

• How to price a loan (In LoanConnect / Optimal Blue)

• How to add users & licenses in LoanConnect

• Scenario with the CEO

• How to fix a 3.2 file with an “Estimated Value” error message when registering a new loan

• LoanConnect User Manual (Pipeline, price your loan, submit loan, adding documents/viewing conditions…)

• Submission Instructions (LoanConnect)

• How to add users & licenses in LoanConnect

• Borrower eConsent and eDisclosure process

• How to submit a loan prior to complete broker approval

• How to start and submit a loan – Cheat sheet

• How to upload conditions – Cheat sheet

• Loan Submission Tips

• Find us on LoanSifter

• Loan Transfer made by the LO and LP

• VA Appraisal Ordering Instructions

• Document upload in TPO Connect | 03/19/2021
  

• URLA | Instructions for Completing the Uniform Residential Loan Application
  

For Borrowers

• How to create an account and sign disclosure

• Video Link: Signing E-consent and E-Disclosure Forms

• Income Calculator (.xlsx file)

• Asset Depletion Income Calculator (.xlsx file)
  

• Bank Statement Analysis (.xlsx file)
  

• Tax Impound Schedule

• Wholesale Lock Policy

• Homeownership Education & Housing Counseling | Fannie Mae
  

• VA Lenders Handbook
  

• Fannie Mae Loan Lookup

• VA Loan Limits

• FHFA Conforming Limits

• MGIC Rate Finder

• FNMA

• FNMA Selling Guide

• FNMA Eligibility Matrix

• FNMA Loan Look Up

• HomeReady Area Median income

• HomeReady Framework

• FNMA HomeReady

• DACA