Broker Resource Center
Download Important Documents Needed for the Lending Process
Request Forms
Prequalification Form
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Sales Support
Credit Card Auth Form
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Financial Assessment Worksheet
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Principal Limit Cheat Sheet
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Line of Credit Explained
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Appraisal Rebuttal Request
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Checklist & Job Aids
Submission Checklist
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Power of Attorney Explained
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Manufactured Home Checklist
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Living Trust Checklist
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Understanding Title
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Loan Docs Expiration
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FAQs
Tri-Merge Explained
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Understanding Personal Taxes
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Condo Approval Forms
Single Unit Condo Approval
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Single Unit Condo Review
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Broker Training Videos
View Our Training Videos to Learn About Reverse Mortgages and the Lending Process
Pricing a Reverse in Quantum
Qualifying Reverse Borrowers
Jumbo vs. HECM Reverse
