Forms
ORIGINATION AND CLOSING FORMS | ACTION |
---|---|
Submission Fee Sheet – Borrower Paid |
|
Submission Fee Sheet – Lender Paid |
|
Closing Disclosure and Doc Request Form |
|
LTOB – Loans To One Borrower |
|
BANK STATEMENT PROGRAM FORMS | ACTION |
---|---|
Bank Statement Business Narrative - Wholesale |
|
Bank Statement Business Narrative - Correspondent |
|
Bank Statement Questionnaire (Portfolio Only) |
|
Bank Statement Calculator – Portfolio |
|
Bank Statement Calculator – Expanded |
|
Bank Statement Calculator – Express |
|
PROPERTY FORMS | ACTION |
---|---|
Bridge Appraisal Service Request Form |
|
CO-OP Questionnaire |
|
HOA Questionnaire |
|
SREO - Schedule of Real Estate Owned |
|
TRAINING DOCUMENTS | ACTION |
---|---|
Loan Submission Guide |
|
Rate Lock Procedure |
|
Correspondent Submission Checklist |
|
Correspondent Training Guide |
|
Correspondent Closing Tips |
|
Cross Collateralization Tips |
|
VESTING FORMS | ACTION |
---|---|
Vesting - Corporate |
|
Vesting - General Partnership |
|
Vesting - Limited Partnership |
|
Vesting - LLC |
|
Vesting - Trust |
|
APPROVED ATTORNEYS | ACTION |
---|---|
Approved Attorneys - Massachusetts | Coming soon... |
Approved Attorneys - Texas | Coming soon... |
Approved Attorneys - New York |
|
CORRESPONDENT FORMS AND DOCUMENTS | ACTION |
---|---|
Correspondent APR Guide |
|
Correspondent Bank Statement Business Narrative |
|
Correspondent Closing Tips |
|
Correspondent Doc Order Form |
|
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 |
|
WCPL Annual Recertification Letter |
|
Minimum Documentation Checklists
PORTFOLIO | ACTION |
---|---|
Bank Statement Program |
|
Bridge to Sale |
|
DSCR–Entity |
|
DSCR–Individual |
|
NRA–Borrowers |
|
NRA–DSCR–Individual |
|
Standard Portfolio ARM |
|
EXPANDED OR EXPRESS | ACTION |
---|---|
Expanded Checklists |
|
Express Checklists |
|
DSCR Checklists |
|
Guidelines
PORTFOLIO | ACTION |
---|---|
Axos Bank Correspondent Portfolio Agreement |
|
Axos Bank Wholesale Portfolio Agreement |
|
Correspondent Portfolio Guidelines |
|
Wholesale Portfolio Guidelines |
|
EXPANDED, EXPRESS, OR CLOSED END SECOND | ACTION |
---|---|
Expanded Program Guidelines |
|
Expanded Program Matrices |
|
Express Program Guidelines |
|
Express Program Matrices |
|
Closed End Second Mortgages |
|
Appraisal
AXIS | ACTION |
---|---|
Order Placement |
|
Contacts |
|
Request for Reconsideration |
|
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.