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Forms & Training
Operational Guidelines & Broker Support Materials
This section provides essential wholesale lending resources to support accurate loan submission and efficient underwriting review. Brokers can access program guidelines, documentation requirements, matrices, and process updates designed to promote clarity, compliance, and consistent execution.
Forms
- SSA89
- 4506C
- Anti-Steering Form
- Appraisal Co Smoke Water Heater Certification
- Borrowers Auth & Cert
- Buydown Calculator
- CALHFA Residency Eligibility Guide
- CD/Doc Order Form
- Condo Cert Full
- Condo Cert Limited
- FHA Case Number Request
- Foreign National – Automated Payment Authorization Form (ACH)
- Gift Letter
- Gift Letter (FHA)
- Appraisal Reconsideration of Value (ROV) Request Form