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Document Category: Job Aids/Workflow Documents

Repair Set Aside Job Aid

Mutual Processed Submission Checklist

Updated December 2024

Expected Interest Rate Lock and Relock Job Aid 5/23/24

Alternate Contacts Job Aid 5-31-24

HECM Product Matrix

Non-Borrowers Job Aid

Closing Tips Job Aids – Updated February 2025

Using Compensating Factors – Differently

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  • Finding New Referral Sources