PRMG Loan Number: ________________________________ Borrower Name: _____________________________________
Case Number: ______________________________________ Case Assignment Date: ______________________________
Retail Wholesale Delegated Correspondent Non-Delegated Correspondent
Product Code: ____________________ Closing Date: ____________________ Rate Lock Expiration: _________________
Underwriting Method: AUS Approval (TOTAL Scorecard) Manual Underwrite (including downgrades)
Comments: ________________________________________________________________________________________________
PRMG Branch Number: ____________________________ Phone Number: ______________________________________
PRMG Loan Officer/Account Executive: _____________________________________________________________________
PRMG Processor/Account Manager: ________________________________________________________________________
Project Name: _____________________________________________________________________________________________
Street Address: _____________________________________________________________________________________________
City, State and Zip: _________________________________________________________________________________________
Required Items:
FHA Case Number Assignment (assigned 10/15/19 or later showing Single Unit Approval)
HUD Form 9991(Click Here) (Form must have either (1) signature and date from HOA below Section 2b: Condominium
Association or (2) must have a separate signed and dated questionnaire or certification by the HOA confirming all
information provided is accurate as of the date HUD Form 9991 was completed)
AUS (TOTAL Scorecard) Findings
Certificates of Insurance (as applicable)
Property/wind
Liability
Fidelity
FEMA Flood Map
Flood including RCV (if required)
HO-6 (if Master insurance is not walls-in)
Recorded copy of CCRs or Declaration of Condominium
Recorded or signed copy of By-Laws of Condominium
Recorded copy of Articles of Incorporation of the condo association (if unincorporated please advise)
Financials
Current Annual Budget
Balance Statement (Less than 90 days)
Financial Distress Resolution (Dated legal document evidencing Resolution of Financial Distress)
For projects with Commercial/Non-Residential Space:
YTD Operating Statement (will generally be the same as a P&L and needs to give the current
income and expenses for the year)
Prior Year Operating Statement (needs to be the end of year P&L statement for the prior year)
Litigation- Provide copy of Complaint(s)
Leasehold- Provide copy of Lease and Attorney Opinion letter indicating lease meets FHA Requirements
Appraisal – can be provided after initial submission
Evidence of Loan Approval (Delegated Correspondent Only)
