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Wholesale Forms

FORMS

General Forms

Full Condominium Questionnaire
Limited Condominium Questionnaire
Wholesale Loan Submission Guide
ATM Guide to Loan Submission
ATM Gift Letter
SSA 89
ATM Fees
Borrower Ability to Repay Attestation
Credit Card Authorization
Closing Doc Request Form
CD & Doc Order Request Form
Escrow Holdback Policy
Escrow Holdback Request Form
Maximum Principal Reduction Policy

Disclosure Forms

ATM Checklist for Disclosure Request
ATM Change of Circumstances

Correspondent Specific Forms

AmeriTrust Lock Policies
ATM Broker's Contract Processor
ATM Request Change Broker Compensation
ATM Branch Add Form
Appraisal Transfer Policy
Appraisal Policy

Non-QM Forms

Non-QM Submission Form
Submission Checklist
DSCR Calculator (1-4 Units)
DSCR Calculator (Above 4 Units)
Bank Statement Calculator
Occupancy Certificate
Borrower Contact Consent Form
CPA Attestation Letter Requirements
Self-Employed Business Narrative
Borrower Certificate of Business Purpose
Business Purpose Broker Fee Agreement
Business Purpose Cash Out
LLC Borrower Certificate Single Member
LLC Borrower Certificate Multiple Member
Non-Occupant Co-Borrower Certification
Non-QM Income Documentation Requirements
NQM Prepayment Penalty Matrix
Bank Statement Required Questionnaire for GOLD Program ONLY
1-4, 5-8, and 2-8 Mixed Use Condominium Questionnaire
Bank Statement Procedure
P&L - Gold Program Only - Required
Gold Borrower questionnaire currently add on the end for P&L/1099/ Bank Statement
Gold 1099 3rd party Expense Questionnaire

Conventional Forms

ATM Conventional Submission Form
ATM Conventional Checklist for Purchase Submission
ATM Conventional Checklist for Refinance Submission
ATM Submission Checklist

VA Forms

ATM Submission Checklist
ATM Submission Checklist for VA Full-Doc Refinance
ATM Submission Checklist for VA IRRRL Refinance
ATM Submission Checklist for VA Purchase
ATM VA Certificate of Nearest Living Relative
ATM VA Childcare Expense

FHA Forms

ATM Submission Checklist
FHA Case Number Request Form
FHA Case Number Cancellation Form
FHA Case Number Transfer Form
FHA Identity Of Interest
FHA Streamline Worksheet
Submission Checklist FHA Purchase
Submission Checklist FHA Full Refinance
Submission Checkist FHA Streamline Refinance

Mortgagee Clause

ATM Mortgagee Clause