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General Forms

Request for Transcript Tax Return (Form 4506-C)
TPO Lock Form
Condominium Questionnaire Long Form
Allowable Pre-Payment Penalty Chart
ATM Guide to Loan Submission
ATM Gift Letter
ATM Mortgage Broker Fee Agreement
SSA 89
ATM Tax Return Affidavit
ATM Fees
Borrowers' Authorization
Borrower Ability to Repay Attestation
Credit Card Authorization
Closing Doc Request Form

Disclosure Forms

ATM Checklist for Disclosure Request
ATM Contract Processor
ATM Borrowers Authorization Form
ATM Loan Estimate Fee Sheet /Settlement Fee Sheet
ATM Wholesale Initial Disclosure Request Form
ATM Change of Circumstances

Broker Specific Forms

AmeriTrust Lock Policies
ATM Broker's Contract Processor
ATM Fees
ATM Request Change Broker Compensation
ATM Branch Add Form
ATM Broker Portal Admin Rate Sheet Distribution
FHA ID/VA Sponsor ID
ATM Request to Add/Delete user for Daily Rate Sheet Distribution
Appraisal Transfer Policy
Appraisal Policy

Non-QM Forms

Non-QM Submission Form
Submission Checklist
Non-QM Lock Request Form
DSCR Calculator (1-4 Units)
DSCR Calculator (Above 4 Units)
NY Attestation
ATM Cover Letter
Bank Statement Calculator
Occupancy Certificate
Borrower Contact Consent Form
Benefit to Borrower Worksheet
CPA Attestation Letter
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
Spousal Consent Form
Non-Owner Occupant Co-Borrower Form
Condo Questionare - 1-4, 5-8 and 2-8 Mixed Use
Non Warrantable Condo Requirements - Emerald
Non-QM Income Documentation Requirements
Bank Statement Required Questionnaire for GOLD Program ONLY
Bank Statement Procedure
P&L - Gold Program Only - Required
P&L Borrower income Questionnaire GOLD Program ONLY
Gold Borrower questionnaire currently add on the end for P&L/1099/ Bank Statement
Gold 1099 3rd party Expense Questionnaire

Conventional Forms

ATM Conventional Overlays
ATM Conventional: At a Glance
ATM Conventional Submission Form
ATM Conventional Checklist for Purchase Submission
ATM Conventional Checklist for Refinance Submission
ATM Submission Checklist

VA Forms

Government Overlays
VA: At a Glance
VA Non-Allowable Fees
ATM Submission Checklist
ATM Submission Checklist for VA Full-Doc Refinance
ATM Submission Checklist for VA IRRRL Refinance
ATM Submission Checklist for VA Purchase
VA Appraisal Request Process - WebLGY
ATM VA Certificate of Nearest Living Relative
ATM VA Childcare Expense
ATM VA Counseling Checklist for Military Homebuyers
ATM VA Federal Collection Policy
ATM VA Verification of Benefits (IRRRL or Active Service ONLY)
ATM VA-Form-26-1880-Request-for-Certificate-of-Eligibility
ATM VA-Sponsorship-Form_AmeriTrust
ATM Veteran-Certification-of-Membership-in-Reserves-or-National-Guard
ATM FHA/VA Amendatory Clause

FHA Forms

Government Overlays
ATM Submission Checklist
CAVIRS & FHA Cavirs Authorization
FHA Case Number Request Form
FHA Case Number Cancellation Form
FHA Case Number Transfer Form
FHA Identity Of Interest
FHA Streamline Worksheet
FHA/VA Addendum To Uniform Application
Submission Checklist FHA Purchase
Submission Checklist FHA Full Refinance
Submission Checkist FHA Streamline Refinance
ATM Gift Letter
ATM Cover Letter
ATM FHA/VA Amendatory Clause

Tools for Success

ATM General Tools for Users
ATM Instructions for Creditials Admin/Supervisor Role
Step by Step Instructions: Submitting New File

Mortgagee Clause

ATM Mortgagee Clause
  • (800) 775-8490
  • [email protected]
  • 17341 Irvine Blvd Suite 285, Tustin, CA 92780
  • NMLS 217229

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