1 (877) 789-8816 clientsupport@aaalendings.com

Forms and Instructions

Forms

· Non-QM Loan HOA Questionnaire - 11.08.2023  Updated

· QM Loan Limited Review HOA Questionnaire - 11.08.2023  Updated

· QM Loan Full Review HOA Questionnaire - 11.08.2023  Updated

· 1003 Form

· Application Form (Simplified Version)

· 4506-C Form

· Anti-Steering Loan Options Disclosure

· Certification & Authorization Form

· Consent to Receive Communications Electronically Form

· SSA Form

· Gift Letter

· Appraisal Report Transfer Letter and Acknowledgement

· Appraisal Reconsideration Letter

· CD&Docs Request Form

· COC Form

· Loss Payee Information

· Request of User Name and Password Form

· Lock Request Form

· Broker Stacking Order List Jumbo Loan

· Stacking Order List QM Loan

· Payment Methods for VOD, Credit Report, Credit Supplement

· Appraisal Payment Method and Fee Chart

· QM Submission Checklist

· Non-QM Submission Checklist

· Second Loan Submission Checklist

· No Doc No Credit Submission Checklist

· Jumbo Submission Checklist

· Bank Statement Program Narrative Form

· Pre-approval Letter


User Guide

· How to Submit Loan via TPO Portal

· How to Complete E-Sign Disclosure

· How to Upload Conditions via TPO Portal

· How to Do COC Through TPO Portal

· How to Use the VOE Tracking via TPO Portal

· How to Lock Rate via TPO Portal

· How to Request Loan Docs via TPO Portal

· How to Use the Appraisal Tracking via TPO Portal

· How to Review the Current Daily Rate via TPO Portal

· How to Use the Price Engine Updated

· How to Find the Supporting Forms via TPO Portal

· How to Request Appraisal via TPO Portal

· How to Request Appraisal Refund via TPO Portal


Broker Package

· Mortgage Broker Application Package

· Online Complete Method for Broker Application Package 1

· Online Complete Method for Broker Application Package 2