BROKER FORMS AND DOCUMENTS
Use these forms as required for your loan product and scenario.
Submission and Closing Forms
Forms required to submit, package, and close a loan file
Wholesale Submission Form
Required for all new loan submissions. Data entered on from must match what is being submitted in Lending Pad. Form must be uploaded into Lending Pad under the "Submission Forms" folder.
FastTrax FHA Minimum Submission Checklist
Required documentation for FHA purchase and refinance submissions.
Intial Closing Disclosure Request Form
Required document for CD request, checklist included in documen
Closing Request Form
Required document for closing request, check list included in document.
Authorizations and Additional Forms
REQUIRED Authorization / verifiation and gift forms
These documents support different loan products and are available as needed.
Credit Authorization Form
Authorizes The Lender AI to obtain the borrower’s credit report for loan qualification.
Verification of Rent or Mortgage (VOR/VOM)
Authorizes verification of the borrower’s income and employment as part of the loan process.
Verbal Verification of Employment (VVOE)
Must be provided and dated within 10 days of closing for all loans.
Lender AI Gift Letter
Gift letter must be fully executed and match verified funds from title at closing and/or earnest deposit.
How to sign up with us
broker approval package
To be completed by the Broker/Owner of Record.
Broker Roster Set Up
Complete the Broker Roster to set LOS access for your team.
Fraud Alert
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Net-Tangible-Benefit Worksheet
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Request for Change of Circumstance
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Third-Party Processing Fee
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Additional forms
Additional documents may be required depending on product and scenario.
Click below to download forms
Pathway to Purchase Forms
All documents and forms are updated here. Always download a fresh copy to ensure you are using the most current version.
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The Lender AI provides mortgage lending services through approved broker partners.
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