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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
Training Documents
- 2nd Lien AVM Workflow
- Appraisal Order Process Video
- CalHFA Job Aid
- COC Process
- FHA Case Number Request
- How to Complete the E-Sign
- How to Upload Conditions
- ICD Process
- Property Insurance Requirements Quick Reference
- Step 1: Registering the Loan & the URLA
- Step 2: Re-Issue Credit
- Step 3a: Product Pricing & Lock
- Step 3b: Dual AUS
- Step 4: Disclosures
- WHL Admin: Creating New Users
- WHL Admin: Deactivating Users
- WHL Admin: Downloading User Data/Edits
- Resetting User Password