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Forms & Training
Operational Guidelines & Correspondent Support Materials
This section provides essential correspondent lending resources to support accurate loan delivery and structured underwriting review. Correspondent partners can access program guidelines, documentation requirements, purchase standards, and process updates designed to promote clarity, compliance, and consistent loan acquisition.
Forms
- Discount Verification Form
- CA Earthquake Disclosure
- Trust Certification
- Verification of Rent/Mortgage (VOR/ VOM)
- Property Inspection Waiver (PIW) Disclosure
- Verbal Verification of Employment (VVOE)
- 4506C
- Appraisal Co Smoke Water Heater Certification
- Buydown Calculator
- Condo Cert Full
- Condo Cert Limited
- Foreign National – Automated Payment Authorization Form (ACH)
- Gift Letter
- South Carolina Attorney/Insurance Preference Form
- Verbal Authorization to Pull Credit
Training Documents
- CORR Admin: Creating New Users
- CORR Admin: Deactivating Users
- CORR Admin: Downloading User Data / User Edits
- Resetting User Password
- Step 1: Registering the Loan & the URLA
- Step 2: Re-Issue Credit
- Step 3a: Product Pricing & Lock
- Step 3b: Dual AUS
- Step 4: Fees & Initial Disclosures
- Borrower E-signing Instructions
- Step 5: Submit for Underwriting
- COC Process
- Managing UW & Purchase Conditions
- Ordering the Initial Closing Disclosure (ICD)
- Closing Docs, Funding & Submitting for Purchase Review
- Closed Loan Delivery Checklist
- Getting Your Loan Purchased