Loan Officer Resource Center

Licensing

 

•  State by State Licensing Costs Grid
• Pre-licensing Education CC Authorization Form
• MLO Questionnaire (required once)
• MLO CC Payment/Authorization Form (if MLO is Paying)

 

Appraisal Tools

 

• Appraisal Pricing Sheet
  
• Preparing Your Home for a FHA/VA Appraisal
  

 

Credit Repair

 

• Pacific West Credit
• Dean Tapie
• 714.331.1445
• dean@paficwestcredit.com
  

 

Loan Flow Chart

 

• Loan Flow Chart

 

First Appointment Items

 

• Borrower's Dos and Don'ts
• First Appointment Checklist
• Welcome Packet
  

 

Intake Forms (use the one which works best for you)

 

• Intake Form 1
• Intake Form 2
• Intake Form 3
  

 

Quick Look Program Highlights

 

• Conventional
  
• FHA
  
• VA
  
• VA IRRRL
  
• Conventional High Balance
  
• Jumbo
  
• Non-QM (coming Soon)
  

 

Loan Proposal Tool

 

• Loan Analysis Worksheet (Great when make a proposal)

 

VA Forms

 

• VA IRRRL Term Benefit Calculator
  
• VA 210 Day Qualifier
  
• DD-214 Request
  
• VA Child Care Form
  
• VA Nearest Living Relative
  

 

Requesting Disclosures

 

• Requesting Initial Disclosures

 

Submission Forms

 

• Submission Form / Transaction Summary (Stacking Order)
  
• Submission QC Checklist
  

 

Help Center

 

• Request S1C Email on Your Mobile Device(s)
  
• Request IT Help
  
• Requesting Initial Disclosures
  

 

Income Calculations Worksheets

 

• Income Calculation Worksheets
  
• Borrower P & L Template
  
• Rental Income Spreadsheet
  

 

Letter of Explanation Templates

 

• Gift Letter (Fill in the Blank)
  
• LOE (General)
  
• Letter to File

 

Letter of Explanation Templates (Topic Specific)

 

• Address Discrepancies
• Cash Out Letter
• Credit Inquiries
• Derogatory Credit
• Employment Change
• Employment History / Gaps
• Identity Theft
• Income Reduction
• Large Deposits and/or Withdrawals
• Purpose of Loan
• Residential History
• Social Security Discrepancies / Multiple Numbers
• Source of Funds
  

 

Loan Officer Forms

 

• Check Request
• Directions to Secure One Capital
• Procedure for Suspended Files
• Secure One Capital Letterhead
• Submission Form / Transaction Summary (Stacking Order
  

 

Loan Officer Tools and Website Links

 

• Dispute Removal Letter
• Link to Property Profiles
• Fannie Mae County Loan Limits
• FHA Loan Limit Look-up
• Link to ShareFile
• Link to Zillow
• Link to Redfin
• Request a Review from a Borrower
  

 

Marketing Pieces Coming Soon

 

• FHA
• VA
• Conventional
• Non-QM
• Realtor
• Rent vs Own
• Request Flyer for Social Media Marketing Pieces
• Secure one Capital Gear Order Form
  

 

Pre-Approval Letter Templates

 

• Pre-Approval Letter Template
• Pre-Approval Packet (Coming Soon)
  

 

Secure One Capital Important Information

 

• Secure One Capital Website
  
• Secure One Capital Licensing
• Mortgage Bankers Bond Memorandum (E & O Policy)