Forms
ORIGINATION AND CLOSING FORMS | ACTION |
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Submission Fee Sheet – Borrower Paid |
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Submission Fee Sheet – Lender Paid |
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Closing Disclosure and Doc Request |
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LTOB – Loans To One Borrower |
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BANK STATEMENT PROGRAM FORMS | ACTION |
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Bank Statement Business Narrative - Wholesale |
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Bank Statement Business Narrative - Correspondent |
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Bank Statement Questionnaire (Portfolio Only) |
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Bank Statement Calculator – Portfolio |
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Bank Statement Calculator – Expanded |
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Bank Statement Calculator – Express |
|
PROPERTY FORMS | ACTION |
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Bridge Appraisal Service Request Form |
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CO-OP Questionnaire |
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HOA Questionnaire |
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SREO - Schedule of Real Estate Owned |
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TRAINING DOCUMENTS | ACTION |
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Loan Submission Guide |
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Rate Lock Procedure |
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Correspondent Submission Checklist |
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Correspondent Training Guide |
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Correspondent Closing Tips |
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Cross Collateralization Tips |
|
VESTING FORMS | ACTION |
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Vesting - Corporate |
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Vesting - General Partnership |
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Vesting - Limited Partnership |
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Vesting - LLC |
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Vesting - Trust |
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APPROVED ATTORNEYS | ACTION |
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Approved Attorneys - Massachusetts | Coming soon... |
Approved Attorneys - Texas | Coming soon... |
Approved Attorneys - New York |
|
CORRESPONDENT FORMS AND DOCUMENTS | ACTION |
---|---|
Correspondent APR Guide |
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Correspondent Bank Statement Business Narrative |
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Correspondent Closing Tips |
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Correspondent Doc Order Form |
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Correspondent Submission Checklist |
|
Correspondent Training Guide |
|
MISCELLANEOUS FORMS | ACTION |
---|---|
Agreement to Submit to US Jurisdiction |
|
Anti-Steering Loan Options Disclosure |
|
Anti-Steering Loan Options Instructions |
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WCPL Annual Recertification Letter |
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Minimum Documentation Checklists
PORTFOLIO | ACTION |
---|---|
Bank Statement Program |
|
Bridge to Sale |
|
DSCR–Entity |
|
DSCR–Individual |
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NRA–Borrowers |
|
NRA–DSCR–Individual |
|
Standard Portfolio ARM |
|
EXPANDED OR EXPRESS | ACTION |
---|---|
Expanded Checklists | Coming soon... |
Express Checklists | Coming soon... |
DSCR Checklists | Coming soon... |
Guidelines
PORTFOLIO | ACTION |
---|---|
Axos Bank Correspondent Portfolio Agreement |
|
Axos Bank Wholesale Portfolio Agreement |
|
Correspondent Portfolio Guidelines | Coming soon... |
Wholesale Portfolio Guidelines | Coming soon... |
EXPANDED, EXPRESS, OR CLOSED END SECOND | ACTION |
---|---|
Expanded Mortgage Program - Product Guidelines | Coming soon... |
Expanded Mortgage Program - Product Matrices | Coming soon... |
Express Program Guidelines |
|
Express Program Matrices |
|
Axos Closed End Second Mortgages | Coming soon... |
Appraisal
AXIS | ACTION |
---|---|
Order Placement |
|
Contacts |
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Request for Reconsideration |
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Fee Schedule |
|
AXOS | ACTION |
---|---|
Appraisal appeal - Axos |
|
SOLIDIFI | ACTION |
---|---|
Appraisal Appeal Form |
|
Contacts |
|
Fee Schedule |
|
Company and Users Registration Form |
|
US Values Ordering Guide |
|
ABSOLUTE VALUE MANAGEMENT | ACTION |
---|---|
Contacts |
|
Fee Schedule |
|
Frequently Asked Questions
You have questions, we’ve got answers! Here are answers to the questions our team often receives. Need immediate support? Give our team a call at 888-585-4869.