BROKER CONTACT INFORMATION
BORROWER INFORMATION
LOAN INFORMATION
MINIMUM DOCUMENTS FOR LENDER DISCLOSURES
HAZARD/FLOOD LOSS PAYEE CLAUSE CLOSING PROTECTION LETTER (CPL) CLAUSE:
FEES
SETTLEMENT
Loan Must be Submitted in TPO Connect along with this Form
BROKER CONTACT INFORMATION
LOAN OFFICER
PHONE EMAIL
PROCESSOR PHONE
EMAIL
BORROWER INFORMATION
CO-BORROWER NAME
BORROWER NAME
CO-BORROWER EMAIL ADDRESS
LOAN INFORMATION
MINIMUM DOCUMENTS FOR LENDER DISCLOSURES
HAZARD/FLOOD LOSS PAYEE CLAUSE CLOSING PROTECTION LETTER (CPL) CLAUSE:
Change Home Mortgage C/O LoanCare, LLC
ISAOA/ATIMA
P.O. Box 202049 Florence, SC 29502-2049
Change Home Mortgage, Its Successors and/or Assigns
16845 Von Karman Ave, Suite 200
Irvine, CA 92606
Submission Form - All Programs
Rev. 04/07/2021
FEES / INFORMATION
MORTGAGE FHA & VA ID'S
FHA - 7858400006 VA - 9003230000
1. Credit Report (also required to reissue credit and import liabilities via TPO Connect **Cannot be older than 60 days at the time of Disclosures**)
2. Fee Worksheet (Escrow/Title quote recommended)
3. FHA loans - FHA Case File Request Form
PURCHASE COE DATE:
ACCOUNT EXECUTIVE:
(If Conventional loans with > 80% LTV, MI Quote is Required)
4. Anti-Steering Form - Required on all Lender Paid Compensations (Broker Form Allowed )
**If Submitting a Full Package, please follow AUS Requirements | If DO was assigned to CHM "Final Submission" is required**
* Minimum Documents for FHA Streamline Submissions Checklist
* Minimum Documents for VA IRRRL Submissions Checklist
* Minimum Documents to Submit to UW - Non-QM Programs
*If AUS is Required for the program selected, it must receive Approve / Eligible or Accept in TPO Connect*
ACCOUNT NAME
ACCOUNT ADDRESS
BORROWER EMAIL
Loan Program:
Property Type:
Occupancy Type:
NOTES TO UW
Loan Amount:
$
Transaction Type:
Impounds:
Amortization
Interest Only
Broker Comp Type:
Compensation: $
☐ Appraisal Fee(s) (refer to appraisal fee pricing at https://changewholesale.com/appraisals/)
Credit Report Fee (refer to credit report invoice)
3
rd
Party Processing Fee (Max $999.00 and N/A on BPC VA Loans) : $ _______________ Processor NMLS # _____________ (BPC Only)
Tax Service Fee: $69
Flood Certification Fee: $12
Seller Contributions if Purchase: $______________
Homebuyer Education - Community Program Only ($75.00 POC)
Lender Fee Buyout: ☐ YES or ☐ NO Broker Disclosures: Lender Disclosures:
(If Broker Please Provide Broker Initial LE)
SETTLEMENT AGENT CONTACT INFO
ADDRESS
ADDRESS
Is Escrow or Title Affiliated with Broker? ☐ Yes or ☐ No
PHONE
CITY
STATE
PHONE
ESCROW COMPANY
ADDRESS
TITLE COMPANY
STATE
CITY
Yes
No
%
OR
** Please Select Loan Product **
** Please Select Loan Purpose **
** Please Select Property Type **
** Please Select Impounds **
** Please Select OccupancyType **
**Please Select Amortization**
Borrower Paid Compensation (BPC)
