Document Category: Job Aids
| Title | Categories | Link | Tags |
|---|---|---|---|
| Alternate Contacts Job Aid 5-31-24 | Job Aids, Product Fundamentals | ||
| Appraisal Fee Request Form – Mutual Ordered Appraisals | Broker, Job Aids | ||
| Approved AMC List – HECM and Secure Equity – July 2026 | Product Fundamentals, Secure Equity | ||
| Broker Guide | Broker, Job Aids | ||
| Case Number Order Request | Broker, Job Aids | ||
| Case Transfer Request | Broker, Job Aids | ||
| Compensating Factors | Financial Assessment | General | |
| Condo Approval Checklist | Condos, Job Aids | ||
| Condo HUD-9991 Single Loan Questionnaire | Condos, Job Aids | ||
| Condo Questionnaire | Condos, Job Aids | ||
| Dissipating Assets | Financial Assessment | Assets, Dissipate, Dissipation | |
| FA – Extenuating Circumstances | Financial Assessment | ||
| Finding New Referral Sources | Product Deep Dive | partners, referral, referrals | |
| Forward vs. Reverse Terminology | Product Fundamentals | forward, jargon, reverse, terminology, terms | |
| H4P 3 Step Pre Approval Process Checklist | HECM For Purchase, Job Aids | ||
| H4P Gift Letter | HECM For Purchase, Job Aids | ||
| H4P Pre Approval Borrower Questionnaire | HECM For Purchase, Job Aids | ||
| H4P Pre Approval Letter | HECM For Purchase, Job Aids | ||
| H4P Pre Approval Process Flow | HECM For Purchase, Job Aids | ||
| Hard Stop List | Job Aids, Product Fundamentals | General | |
| HECM Counseling Waiver | Job Aids, Product Fundamentals | General | |
| HECM File Submission – Broker | Broker, Job Aids | ||
| HECM Line of Credit Growth | Product Deep Dive | ||
| HECM Non-Borrowers Job Aid | Job Aids, Product Fundamentals | NBO, NBS, Non-Borrower | |
| HECM Product Matrix | Processing, Product Fundamentals | ||
| How Prepayments Are Applied on HECMs | Product Deep Dive | ||
| Hybrid (PAA) Process Flow: Mutual Draws Closing Documents | PAA (Hybrid) | ||
| Income Guide | Financial Assessment | ||
| Initial Distribution Limits – Job Aid | Product Fundamentals | ||
| Loan Submission Form – April 2026 | Job Aids, Product Fundamentals | ||
| Mutual Processed Submission Checklist | Broker, Job Aids | ||
| Repair Set Asides | Job Aids, Product Fundamentals | ||
| RM Process Flow | Job Aids, Product Fundamentals | ||
| SAM Job Aid | Job Aids, Product Fundamentals | ||
| Secure Equity Condo Questionnaire – Not Approved | Condos, Job Aids | ||
| Secure Equity Condo Short Form – Already Approved | Condos, Job Aids | ||
| Tips For a Seamless Closing | Product Fundamentals | ||
| Using Compensating Factors in a Different Way | Financial Assessment | Comp Factors, Compensating, FA | |
| Using Sign Now in Quantum Reverse December 2024 | Job Aids, Quantum Reverse | ||
| Who Owns Your House When You Have Reverse Mortgage | Product Deep Dive |