This document is limited to current Hometown Equity Mortgage, LLC, DBA theLender and practice and should not be construed as legal advice, legal opinion, or any other advice on specific facts
or circumstances. Such policy and practice is subject to change. The recipient should contact its legal counsel for legal advice. For business and professional use only. Not for consumer distribution.
All loans subject to approval and not all products are available in every state. Certain conditions and fees apply. Hometown Equity Mortgage, LLC, DBA theLender NMLS #133519. Equal Housing
Opportunity – All Rights Reserved. 05.2021
WHOLESALE SUBMISSION FORM
AE Name: ______________________________________ Account Manager: ____________________________________________
Estimated Closing Date: _______________________
☐ Disclosures Only ☐ Full Submission ☐ Broker Disclosed ☐ Lender Disclosed
☐ Use Fee sheet supplied with submission
☐ Use Estimated fee through “Smart Fees”
Broker/Contact Information
Broker Name Broker NMLS
Processor Name Loan Ocer Name
Processor Phone Loan Ocer Phone
Processor Email Loan Ocer Email
Contract Processor NMLS Loan Ocer NMLS
3rd Party Processing Fee $ Broker Credit Report Fee
Lender Fee Buy Out ☐ Yes ☐ No Broker Compensation ☐ Lender Paid ☐ Borrower Paid
Aliates ☐ Yes *Must Disclose on LE ☐ No BPC Amount
☐ FHA Case Number: _________________________ ☐ Request FHA Case Number Previous FHA Case Number (if applicable)______________________
Borrower Information
Borrower Name FICO Borrower Email
Co-Borrower Name FICO Co-Borrower Email
Co-Borrower Name FICO Co-Borrower Email
Property Information
Property Address
City State Zip Code
Property Value Property Type AMC
Loan Information
Loan Amount Interest Rate LTV CLTV
Loan Purpose ☐ Purchase ☐ R/T Refinance ☐ Cash Out Occupancy ☐ Primary ☐ Investment ☐ Secondary
Items needed to disclose: Lender disclosed submission
☐ Signed initial Loan Application by LO
☐ Submission Form
☐ Credit Report
☐ Previous FHA Case Number (FHA refinances only)
☐ COE or Request for COE (VA loans only)
Notes and Other Comments
Credit Report
☐ Reissue Credit through TPO portal ☐ Lender to pull new credit
Items needed to move to UW: Broker and Lender disclosed submission
☐ Signed Borrower Certification and Authorization
☐ Income Docs; 2 Recent Paystubs Covering a 30 day Pay
Period or S/E: 2yr 1040’s
☐ Assets (if applicable)
☐ Purchase Agreement (if applicable)
VA Files VA LENDER ID:1895070000
☐ Non borrowing spouse’s credit report (if applicable)
☐ VA COE or Request for COE
☐ VA loan comparison within 3 days of app date (if broker
disclosed)
Mortgagee clause - Hometown Equity Mortgage, LLC dba theLender its
successors and/or assigns 25531 Commercentre Dr #250 Lake Forest, CA 92630
Product
Product Type ☐ Fixed ☐ ARM ☐ 3/1 ☐ 5/1 ☐ 7/ 1 Product Term ☐ 360 ☐ 300 ☐ 240 ☐ 180
Impounds ☐ Yes ☐ No MI ☐ Borrower Paid ☐ Lender Paid
Loan Program
☐ FHA ☐ FHA Streamline ☐ theNada (FHA Only 100%)
☐ USDA
☐ USDA Streamline
☐ VA ☐ VA IRRRL
☐ Conventional
(select one below) ☐ Clarity (680+, 1 unit, w-2 only)
☐ Freddie Mac ☐ Fannie Mae ☐ HEM Jumbo
☐ Home Ready ☐ HomePossible
Items needed to disclose: Broker disclosed submission
☐ Signed initial Loan Application by borrower(s) and LO
☐ Initial Loan Estimate (LE) dated within 3 days of the
application date
☐ Consent Form (Proof of LE delivery)
☐ Settlement Service Provider List (SSPL)
☐ Intent to Proceed
☐ Home Loan Toolkit with proof of delivery within 3 days of
the application date
☐ Homeownership counseling Form dated within 3 days of
the application date
☐ Credit Report
☐ Submission Form
☐ Previous FHA Case Number (FHA refinances only)
☐ COE or Request for COE (VA loans only)
☐ Anti-steering form
FHA Files FHA LENDER ID:1976400007
☐ Non borrowing spouse’s credit report (if applicable)
☐ FHA Case Number or Request (above)
☐ theNada requires 1st and 2nd PDF Application uploaded
