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Wholesale & Correspondent Portfolio Lending

Resources & Support

Access the information you need to close your next deal.

Need immediate support? Contact your Account Executive or call our team at 888-585-4869.

Forms

ORIGINATION AND CLOSING FORMS ACTION
Submission Fee Sheet – Borrower Paid Download
Submission Fee Sheet – Lender Paid Download
Closing Disclosure and Doc Request Form Download
LTOB – Loans To One Borrower Download
BANK STATEMENT PROGRAM FORMS ACTION
Bank Statement Business Narrative - Wholesale Download
Bank Statement Business Narrative - Correspondent Download
Bank Statement Questionnaire (Portfolio Only) Download
Bank Statement Calculator – Portfolio Download
Bank Statement Calculator – Expanded Download
Bank Statement Calculator – Express Download
PROPERTY FORMS ACTION
Bridge Appraisal Service Request Form Download
CO-OP Questionnaire Download
HOA Questionnaire Download
SREO - Schedule of Real Estate Owned Download
TRAINING DOCUMENTS ACTION
Loan Submission Guide Download
Rate Lock Procedure Download
Correspondent Submission Checklist Download
Correspondent Training Guide Download
Correspondent Closing Tips Download
Cross Collateralization Tips Download
VESTING FORMS ACTION
Vesting - Corporate Download
Vesting - General Partnership Download
Vesting - Limited Partnership Download
Vesting - LLC Download
Vesting - Trust Download
APPROVED ATTORNEYS ACTION
Approved Attorneys - Massachusetts Download
Approved Attorneys - Texas Download
Approved Attorneys - New York Download
CORRESPONDENT FORMS AND DOCUMENTS ACTION
Correspondent APR Guide Download
Correspondent Bank Statement Business Narrative Download
Correspondent Closing Tips Download
Correspondent Doc Order Form Download
Correspondent Submission Checklist Download
Correspondent Training Guide Download
MISCELLANEOUS FORMS ACTION
Agreement to Submit to US Jurisdiction Download
Anti-Steering Loan Options Disclosure Download
Anti-Steering Loan Options Instructions Download
WCPL Annual Recertification Letter Download

Minimum Documentation Checklists

PORTFOLIO ACTION
Bank Statement Program Download
Bridge to Sale Download
DSCR–Entity Download
DSCR–Individual Download
NRA–Borrowers Download
NRA–DSCR–Individual Download
Standard Portfolio ARM Download
EXPANDED OR EXPRESS ACTION
Expanded Checklists Download
Express Checklists Download
DSCR Checklists Download

Guidelines

PORTFOLIO ACTION
Axos Bank Correspondent Portfolio Agreement Download
Axos Bank Wholesale Portfolio Agreement Download
Correspondent Portfolio Guidelines Download
Wholesale Portfolio Guidelines Download
EXPANDED, EXPRESS, OR CLOSED END SECOND ACTION
Expanded Program Guidelines Download
Expanded Program Matrices Download
Express Program Guidelines Download
Express Program Matrices Download
Closed End Second Mortgages Download

CA Entity Debt Service Coverage Ratio Program

NAME ACTION
Loan Application Download
Loan Application - CA Addendum Download
Personal Financial Statement Download
Submission Fee Sheet Download

Get real-time mortgage rates for your unique loan scenarios with Quick Pricer.

Appraisal

AXIS ACTION
Order Placement Download
Contacts Download
Request for Reconsideration Download
Fee Schedule Download
AXOS ACTION
Appraisal appeal - Axos Download
SOLIDIFI ACTION
Appraisal Appeal Form Download
Contacts Download
Fee Schedule Download
Company and Users Registration Form Follow Link
US Values Ordering Guide Download
ABSOLUTE VALUE MANAGEMENT ACTION
Contacts Download
Fee Schedule Download

Frequently Asked Questions

You have questions, we’ve got answers! Here are answers to the questions our team often receives. Need immediate support? Give our team a call at 888-585-4869.

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