Lender, Agency, and Investor Approval
How to meet requirements of specific lenders, investors, or agencies
Last updated on 03 Nov, 2025
Flagstar Bank Warehouse Application IT Security Questionnaire
Lenders may have very detailed requirements for specific policies. Here's where to find them within the plans
UWM (or another investor/lender) is asking for the name of our Third-Party QC provider
UWM and other wholesale lenders must comply with the Fannie Mae requirement that all third parties have a quality control plan that meets Fannie Mae guidelines.
Thinking about becoming a lender?
With the changing marketplace, many companies who developed a successful mortgage brokerage want to transition to the next level. What's involved?
Working with a 3rd Party in Comergence
80% of wholesalers use the platform to manage co-parties. For third parties, you must have a unique email for every company. Here's how
HUD/FHA Audit - where are the items in my plans?
This rubric will help you locate where audit items are within your policies and procedures - specifically for HECM Lenders