Broker Resources

Broker Resource Center

Please download and utilize the below resources that will be helpful in doing business with us.  Whether you are a new or existing broker, these resources will help you prosper and stay competitive in today’s market.

Reference Guides > Broker Quick Reference Guide
> Classic Portal Guide for Creating a New Loan (for Closed End Seconds and HELOC loans)
> Quick Pricer Guide for Classic Portal
> Appraisal Transfer Policy
> Borrowers Experience for Initial Disclosures
> Third Party Processing Fee Requirements
> Wholesale Loan Status Definitions
> LE Request Form
> TBD LE Request Form
> Carbon Monoxide Detector and Water Heater State Requirements
> How to Place an Appraisal Order
> How to Place an Appraisal Order on the Classic Portal
> Visa & EAD Classification Chart
> Wet and Dry Funding reference Guide
> LO Account Creation Form
> QM Quick Reference Guide
> Insurance and Tax Impound Account Chart
> Anti-Steering Disclosure Cheat Sheet
> Prepayment Penalty Guide
> Real Estate Commissions and Interested Party Contributions
MGenius Portal Guides > MGenius Portal Guide
> Quick Pricer and Advance Locking for MGenius
> How To Request a CD on MGenius
> How To Request Loan Change/COC on MGenius
> How To Submit a Loan
> How To Price Out or Lock a Loan (after submission)
> TBD Loan Guide
> How To Upload Conditions
Do Sponsoring Instructions > Desktop Originator (DO) Sponsorship Request Job Aid
> Instructions: How to Submit Final DO Findings to MCF
LP Sponsoring Instructions > Instructions: How to Assign, Retrieve, and Release a Loan in LPA
> Helpful Links to Request LPA Sponsorship
Annual Recertification > Broker Annual Recertification

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