Non-QM Checklists

• Non-QM Submission Checklist – Full Doc
• Non-QM Submission Checklist – 1099
• Non-QM Submission Checklist – Bank Statement
• Non-QM Submission CPA Checklist – Bank Statement
• Non-QM Submission Checklist – DSCR
• Non-QM Business Narrative – Fillable

     Jumbo AUS Checklist

• Teton Jumbo AUS Loan Submission Checklist

      Olympic Fixed 2nd Lien Checklist

• Olympic Fixed 2nd Lien Loan Submission Checklist

     Appraisal Forms

• Appraisal Transfers Policy and Procedure
• Appraisal Transfer Request
• Reconsideration of Value (ROV) Frequently Asked Questions
• Reconsideration of Value (ROV) Request Form
• Waiver of Receipt of Appraisal Report
• Waiver of Receipt of Broker Price Opinion (BPO) Report
• Waiver of Receipt of CDA Appraisal Report

     Disclosure Forms

• Affiliated Business Disclosure Statement
• Anti-Steering Loan Options Disclosure
• Borrower Certification and Authorization
• Initial Disclosures e-Signing Instructions
• IRS Form 4506-C
• SSA-89 Authorization to Release SSN
• State Specific Disclosure Forms

     Policies

• Newfi Lock Policy
• Appraisal Transfers Policy and Procedure
• DSCR Licensing Policy
• Broker Compensation Comparison Policy – Quick Reference

     Fees

• Newfi Wholesale Lender Fee Schedule
• Appraisal Fee Schedule

CPL Loss Payee Clause

Nexera Holding LLC
ISAOA/ATIMA
2100 Powell Street, Suite 730
Emeryville, CA 94608
Loan #________________

Insurance Loss Payee Clause

For Agency, Olympic CES, and Glacier CES:

Cornerstone Home Lending
Its Successors and/or Assigns ATIMA
P.O. Box 961254
Fort Worth, TX 76161
Loan #________________

Insurance Loss Payee Clause

For Non-QM (Sequoia & Rainier) and Jumbo (Biscayne, Lassen & Teton):

RUSHMORE SERVICING
Its Successors and/or Assigns ATIMA
P.O. Box 7729
Springfield, OH, 45501-7729
Loan #________________

     For Approved Brokers

• Add/Update Portal User Form (Online)
• Approved Account Resources Deck
• Lender Paid Compensation Election Form
• Loan Status Definitions

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