Documents & Forms
Loan Submission Forms
Welcome Guide and Quick Guide Resources
Calculators
- 1099 and P&L Calculator
- Asset Conversion Calculator
- Bank Statement Calculator
- Debt Coverage Ratio (DSCR) Calculator
- Income Calculator
- Rental Income Calculator
Closing Disclosure Request
Conventional Documents & Loans
FHA, USDA & VA Documents
- FHA Case Transfer Form
- FHA Case Number Request Form
- FHA Streamline Net Tangible Benefit Worksheet
- VA IRRRL Worksheet
- VA Guaranteed Home Loan Cash-Out Refinance Comparison Certification
- VA Nearest Living Relative Form
- VA Sponsorship Form
- FHA Manual Underwriting Checklist
- Manual Underwriting Cover Letter
- Government Fee Worksheet (XLS)
- Government Streamline Fee Worksheet (XLS)
- Government Overlays
- USDA Form 3555-21 (download and open in Adobe Reader)
- VA Disability Questionaire
VA IRRRL Documents
TRID Forms/Documents
- Changed Circumstance (PDF)
- Issuance of Revised LE
- RESPA-TILA Integrated Disclosures Requirements
- Settlement Service Providers
Useful Forms
- Anti-Steering Disclosure of Loan Options and Helpful Time to Complete the Anti-Steering Disclosure (PDF)
- Appraisal Disclosure
- Borrower Signature Authorization
- Borrower's Certification and Authorization
- Closing Disclosure Contact Sheet
- CMS SC Attorney Preference Disclosure
- Debt Obligation Acknowledgement
- Disclosure Notices
- Federal Equal Credit Opportunity Act
- Gift Letter
- Housing Financial Discrimination Act
- Instructions for Accepting eDisclosures (Approved for Borrower Distribution)
- Iowa Permissible Fees
- IRS 4506-C Form
- Loss Payee Information - CPL & HO Information
- Maryland HPML Attestation Sample
- Non-Borrowing Spouse Credit Authorization
- Notice of Special Flood Hazards and Availability of Federal Disaster Relief Assistance
- Property Tax Payee Table
- Regulatory Fee Limits
- SSA-89 Social Security Authorization, Consent Form
- State Specific Disclosure Requirements
- Safe Harbor Certification
- Tax Information Authorization
- Third Party Processing Company Attestation
- Wholesale Closing Attorney Agent Application
Broker Approved Forms
- Broker Agreement
- Broker Compensation Agreement
- Branch Office Addition Request
- Broker Recertification Package
- Roster or Mortgage Loan Originators and Loan Processors
Policies and Procedures
Government Agency Approvals
24751-0000-5
902324-00-00
Mortgagee/Loss Payee Clause
ISAOA/ATIMA
P.O. Box 692408
San Antonio, TX 78269-2408