The Pipeline Loan Officer Supported Forms                                                        Home  

Qualification/Comparison:
Side-by-Side Comparison
Debt Consolidation Worksheet
Loan Program Analysis         
Borrower Prequalification
Prequalification Certificate           
Three Open House Flyers

General Disclosures:
Disclosure Cover Letter
Truth-in-Lending Disclosure
Itemization of Amount Financed
Section 32 Disclosure
ARM Disclosure
Good Faith Estimate - Lender
Good Faith Estimate - Broker
Initial Aggregate Disclosure
Service Provider Addendum
Affiliated Business Disclosure
Mortgage Loan Origination Agreement
Mortgage Broker Agreement
Mortgage Broker Bus Contract
Privacy Disclosure
Customer Identification Form
Credit Score Disclosure
Appraisal Disclosure
Transfer of Servicing Notice
Disclosure Notices
Fair Lending Notice
ECOA Notice
Flood Disaster Protection Notice
Notice of Special Flood Hazard 

State Specific Disclosures:
AZ Application Disclosure
AZ Blank Spaces Authorization
CA Loan Brokerage Agreement
CA MLDS/DRE 883
CA Domestic Partnership Addendum
CA Per Diem Interest Disclosure 
CA Predatory Lending Disclosure
CA Supplemental Taxes Notice
CA Condo Earthquake Ins Disclosure
CA Hazard Insurance Disclosure
FL Mortgage Broker Contract
FL Anti-Coercion Disclosure
FL Notice to Purchaser
FL Lender/Correspondent Disclosure
GA Georgia Disclosure Requirements
ID Prepayment Penalty Disclosure
ID Rate Lock/Float Information
IL Regulatory Disclosure Statement
IL Broker Disclosure
MD Application Disclosure
MD Wet Settlement Authorization
MD Commitment Waiver
MI Consumer Caution Notice
MI Borrowers Bill of Rights
MN Non-Agency Disclosure
MO Collateral Protection Act
MT Choice of Insurance Notice
NM Advance Fee Agreement
NM Choice of Insurance Notice
OH First Lien Note Exemption
OR Escrow Option Notice
OR Late Charge Notice
OR Application Disclosure
TX Credit Extension Notice
TX Home Equity Disc Pts Acknowledgement
TX Borrower Fair Market Val Disclosure
Virginia Loan Applicant Notice
WA Rate Lock Disclosure
WA Broker Application Disclosure
WA Purchase Money Notice
WA Construction Lien Facts
WA Broker Disclosure
WI Escrow Option Notice
WI Choice of Insurance Notice
WI Application Disclosure

FHA Disclosures:
FHA ARM Disclosure            
HUD Consumer Choice Disclosure
HUD Home Inspection Notice    
HUD Notice to the Borrower    
HUD Notice to the Lender      
FHA Notice to Homebuyer       
FHA Assumption Notice         
FHA Homebuyer Letter          
FHA Energy Efficient Notice   
FHA Energy Related Improvement
FHA Appraised Value Disclosure
FHA Amendatory Clause/Real Estate Certifications  

VA Disclosures:
VA Rate/Points Disclosure     
VA Funding Fee Requirement    
VA Assumption Notice          
VA Certifications             
VA Amendatory Clause/Real Estate Certifications  
VA Debt Questionnaire
VA Fed Collection Policy
VA Counseling Checklist

General Verification/Request Forms:
Borrower Certifications
Borrower Signature Authorize
Verification of Employment
Verification of Deposit
Verification of Mortgage
Verification of Rent
Verification of Loan
FHA/VA Appraisal Request
VA Verification of Benefit
VA Request for Eligibility
Standard Appraisal Request
Standard Title Request
Gift Letter/Certification
IRS 4506 Tax Form Request
IRS 4506-T Tax Transcript
IRS 8821 Tax Information Authorization
IRS Income Validation Request

Application/Underwriting:
1003 Loan Application
1003 Spanish Loan Application
1009 Loan Application
FHA/VA Addendum to Loan Application
Uniform Loan Submission Sheet
1008 Transmittal Summary
FHA 203K Worksheet
FHA 203K Borrower Acknowledge
FHA MCAW Purchase Money
FHA MCAW Refinance
VA Loan Analysis
VA Rate Reduction Refinance Worksheet
VA Lender Certification
VA Compliance Inspection

Miscellaneous Forms/Schedules:
Schedule of Real Estate
Schedule of Liabilities
Document Status
Credit Denial Statement
CA Trust Fund Status Report
CA Trust Reconciliation
File Labels
Underwriting Conditions