Job Aids
TPO Key Jumbo Loan Eligibility Checklist
Download PDFTPO Key Jumbo Underwriting Submission Checklist
Download PDFSubmission Cover Sheet
Download PDFQuick Reference Guide
Download PDFDU Sponsorship
Download PDFVA Sponsorship Request Form
Download PDFLock Policy
Download PDFFHA Case Number Assignments
Download PDFCondominium Project Questionnaire Short Form
Download PDFCondominium Project Questionnaire Full Form
Download PDFCondo Assessment Questionnaire
Download PDFAppraisal Transfer Process and Procedure
Download PDFTBD Conditional Approved QRG
Download PDFTrust Approval
Download PDFFSB Mortgage ParticipationLine FundingRequest Form
Download PDFHELOC Comparison Calculator
Download PDFContract Processing Form
Download PDFLender Paid Compensation Agreement and Election Form
Download PDFDay 1 Certainty Request Process QRG
Download PDFPower of Attorney Approval
Download PDFVA Alive and Well
Download PDFNY CEMA
Download PDFCustomer Service Phone and Address
Download PDFLoan Product Matrices
FSB Home Equity Guidelines
Download PDFFSB Jumbo Express Fixed Rate Product Matrix
Download PDFFSB Key Jumbo Product Matrix
Download PDFFSB Preferred Jumbo Super Jumbo Eligibility Matrix
Download PDFJumbo Express 3 ARM Products Matrix
Download PDFTPO Loan Product Matrix QRG
Download PDFProcess Flow Documents
Open Close Origination Instructions
Download PDFTPO/Broker Process flow for FSB Mortgage
Download PDFNon-Delegated Process Flow for Clients who Generate Disclosures and Docs from FSB Mortgage’s System
Download PDFNon-Delegated Process Flow for Clients who Generate Their Own LEs, CDs & DOCS
Download PDFChange of Circumstance Non-Delegated
Download PDFSubmit for Initial Closing Disclosure ICD QRG
Download PDFParticipation Line Funding Procedures for Non-FSB Loans
Download PDFParticipation Line Funding Procedures For FSB Loans
Download PDFSetup Procedures for HELOC
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