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Senior Freedom Experts Have Been Helping Seniors With Texas Reverse Mortgages Since 2002"
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512-748-4669

Corporate

Office

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EQUAL HOUSING

LENDER

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DOCUMENTS LIST -

Click on the link

 

Additional Required Application Docs

 

 

Counseling Choice Disclosure

 

Free & Clear LOE (LBF reqd. For free & clear property)

 

GFE Delivery Certificate

 

HOA/POA Information Form (If in a POA)

 

Longbridge Servicing Transfer Disclosure

 

Property Condition Report

 

REO Information form (if additional REO's)

 

Supplrmental Combined Disclosure (REO, POA, Appraisal)

 

2 Payment Tax Information (Tarrant Co)

 

 

 

Other Documents

 

 

2 Payment Tax Information (Tarrant Co)

 

Adding Docs to Application in RV

 

Advertising disclosure Rule (HUD) ML 14-10

 

Advertising disclosure (HUD Required) Language

 

Advertising Disclosure (TX Required) Language

 

Affidavit of Correct Name

 

Affidavit of Marital Status

 

Affidavit of non-Production (Oil Lease)

 

Affiliated providers Disclosure sample

Allowable and Non-Allowable Fees

Amendatory Clause (HUD required Purchase Form)

Anti-Money Laundering Policy & Procedures

Application Checklist -Supporting Docs

Appraisal and Case Number Expirations

Appraisal Value Rebuttal Form

Art & Logos (Cut & Paste from Word)

Assumed Name Notification

Authorization To Pull Credit (prior to Application)

Authorization To Pull Credit Non-Borrowing Spouse

Authorization to Release Borrower Information

Borrower Paid Fees

Brochure Disclosure (HUD Required)

Case number and Appraisal Expirations

Certificate of Owner Occupancy

Certification of married borrowers

Checklist - scanning for Upload to notes in  RV (LBF)

Checklist - scanning for Upload to notes in  RV (RMF)

Checklist - For HECM Purchase

CLEAR TO CLOSE Attitude

Closing Funds Requirements

Co-Signed Accounts & FA

Counseling Choice Disclosure

Counseling Signature Date Affidavit

Credit - FA Guidelines

CREDIT CARD AUTHORIZATION FORM

Credit Denial Form - Fillform

Credit Pull Authorization (prior to Application)

Direct Deposit Form

Disclosure HUD Required

Docs From Another Lender

Employee Handbook

Equal Housing lender Logo

Expenses Allowed for Pre-Tax Reimbursement

Expense Reporting Form

FA - Calculator

FA - Financial Assessment Booklet

FA - Financial Prequalification Form (Urban)

FA - Income Cheat Sheet (Urban)

Financial Assessment Guide

Fax Header General Layout

FAR Loan Transfer Request Assign to FAR

Fees - Allowable and Non-Allowable

FHA Amendatory Clause for Purchases

Flyer Disclosure (HUD Required)

Funds to Close Seasoning Requirements

Funds to Close Verification form (bank)

GFE Fees (Typical range of costs)

Gift Letter

HUD Required Advertising Disclosure Language

ID's and acceptable proof of DOB, SSN

Letterhead(Meets Feds requirements)

Liens - Seasoning of liens

Loan Information Report (Mortgage Call Report)

Loan Transfer Request Assign to FAR

Loan Transfer Request Assign to Longbridge

Loan Transfer Request to RMF

Local Counseling Agency Seatch Link (HUD Website)

Logo (Equal Housing lender)

Logo (SFI)

Logos (Cut & Paste from Word)

Manufactured Homes Foundation Company

Manufactured Homes requirements

Manufactured Homes Checklist

Manufactured Homes Ownership History Source

Married borrowers Disclosure

Mechanics Liens Policy

Mortgage Call Report form

Name Affidavit

NMLS Transfer Procedures

Non-Allowable and Allowable Fees

Non-Borrowing Spouse Notice

Not me Affidavit (fill in the blanks)

Ownership Interest Certification

Privacy Policy Disclosure

Processing Steps "Clear to Close Attitude

QC Policies & Procedures

QC Policies & Procedures Addendum (HUD Handbook)

Recruiting Guidelines for loan Officers

Recruiting Realtors as LO's

Request for Verification of Funds

Required Providers Disclosure Sample

Residual Income tables

Reverse Mortgage Checklist

Reversevision Installation

Reversevision Cleanup Tool (fix RV)

Seasoning of liens

Settlement Service Privider List (sample)

SFI Logo

Signature / Date Affidavit (Counseling)

Social Security Income Documedntation

Tax Deferrals Q & A

Tax Exemptions Policy (Property taxes)

Tax Payment Plans (From TX Tax Code)

Tax Payment Plan (2 Payments)

Tax Returns in FA - Tips

Texas Required Advertising Disclosure

Transfer Request Assign to FAR

Transfer Request Assign to Longbridge

Transfer Request to RMF

Trust Removal Certificate

Using Docs From Another Lender

Value Rebuttal Form (Appraisal)

Verification of Closing Funds -

Well and Septic Disclosure