Lender, Agency, and Investor Approval

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

UWM (or another lender) is asking for my Appraiser Independence Policy

Confusion on Roles in non-delegated environment - appraiser independence is established by the plan, NOT by having an AMC

Comergence - Do it right one time for continuous lender approval

Many investors use Comergence as their TPO/broker/lender/vendor management tool. Here's what they are looking for.