Guidelines
The following guidelines provide a summary of the basic documentation and information requirements for submitting eligible loans under the Axos Bank™ Broker and Correspondent Programs.
Forms
The mortgage lending specialists at Axos Bank have compiled a collection of forms and documents related to our Wholesale Correspondent Lending Portfolio programs for your use. Please feel free to review and use these Wholesale Correspondent Lending forms as often as you need.
Agreement to Submit to US Jurisdiction
Anti-Steering Loan Options Disclosure
Anti-Steering Loan Options Instructions
Axos Bank Statement Calculator
Bridge Appraisal Service Request Form
Correspondent Closed Loan Checklist