Document Library

This page provides common documents that are used during the loan process. Should you need a document that is not located on this page, please email

FHA Lender ID: 1693600008

VA Lender ID: 8252600000

Underwriting Fees (for all loan programs except VA. There are no Underwriting Fees on VA loans.) – $995

FHA NCQ Streamlines – $595

Texas Attorney Fees:
Refinances – $150
Purchases - $150 to buyer, $100 to seller

Submission Form and Checklists

Submission Form PDF 300k
Loan Submission Checklist PDF 190k


Appraisal Transfer Request Form PDF 494k
APR Guide PDF 422k
Condominium HOA Cert PDF 160k
Consumer Handbook on Adjustable Rate Mortgages (ARM) PDF 707k
Document Request PDF 76k
Fee Schedule PDF 245k
FHA Case Number Assignment Request Form PDF 25k
FHA Condominium Recertification Process PDF 27k
FHA Streamline Refinance Quick Reference Guide
FHA Streamline Refinance – Net Tangible Benefit (NTB) Worksheet
GFE Aid PDF 493k
GFE FAQ’s PDF 299k
GFE Guide PDF 249k
GFE – Top Reasons For Rejections PDF 242k
Guide to Pricing & Locking Loans PDF 736K
“How To” Guide PDF 3.754m
Limited Condo Review HOA Questionnaire
Lock Desk PoliciesPDF 179K
Mortgage Broker Fee Agreement PDF 448k
Rural Development Form 1980-21 PDF 193k
Social Security Number Verification Form PDF 139k
VA Lender Cert PDF 60k
VA Form – Child Care Statement PDF 13k
VA Funding Fee Cert PDF 127k
Wells Fargo Preferred Payment Plan Authorization Form PDF 210k


4506T PDF 40k
Appraisal Inspection Waiver (PIW) Disclosure PDF 18k
Appraisal Report Delivery Disclosure PDF 49k
Anti-Steering Disclosure PDF 74k
Borrower’s Certification and Authorization PDF 27k
Change of Circumstance Letter PDF 44k
CO Third Party Fees Disclosure PDF 61k
Colorado Lock-In Disclosure Form PDF 24k
Disclosure Notices
Equal Credit Opportunity Act
FHA Lead-Based Paint Disclosure (Purchases Only)
Homeownership Counseling Disclosure
HUD Addendum 92900A PDF 73k
Intent to Proceed – Borrower’s Certification PDF 23k
Intent to Proceed – Originator’s Certification PDF 3.754m
Mortgage Loan Origination Agreement
Multi-State Lock Disclosure
Patriot Act Disclosure
Privacy Policy
Private Mortgage Insurance (PMI) Disclosure – Fixed Rate Mortgages PDF 74k
Servicing Disclosure Statement
Termite WaiverDOC 76k
TN Lock-In Agreement DOC 29k
TN Lock-In Agreement Sample PDF 16k