Job Aids & Checklists

Job Aids & Checklists

Keep Your Career On The Right Track

Are you looking for clear and simple instructions on updated agency guidelines, an easy-to-use checklist to aid in following a complex set of instructions or an agency comparison of specific guidelines? Use our carefully designed job aids to assist in evaluating and qualifying your borrower and create efficiencies in your overall process!


"

Using Rental Income to Qualify Your Borrower — Flow Chart

Use this flow chart to provide key questions regarding rental properties to accurately document and qualify your borrower.

Download Job Aid
Updated Nov 2023

Converting Primary Home to Rental Property Job Aid

Summary of agency guidelines for converting a primary home to a rental property.

Download Job Aid
"

Interested Party Contributions (IPCs) – Checklist

Use this job aid to identify common IPCs for financing and sales concessions.

Download Job Aid
"

Guideline Comparison – Employment Contracts and Job Offers Aid

Use this job aid to compare agency guidelines when using employment offers as proof of income.

Download Job Aid
"

Guideline Comparison – 8825 Analysis Job Aid

Use this job aid to compare agency guidelines for determining how and when to offset personally obligated mortgage debt.

Download Job Aid
"

Non-US Citizen Borrower Eligibility/Documentation Job Aid

Use this job aid to review eligibility documents for Non-US Citizen Borrowers along with GSE references and a list of acceptable visas.

Download Job Aid
"

Tax Return Deadlines Job Aid

Use this job aid to compare age of tax return requirements for agency guidelines, based on application/disbursement date or note date, to determine accurate documentation.

Download Job Aid
"

Guideline Comparison – Rental Income Generated From an ADU

Use this job aid to easily compare agency guidelines for determining when you can and cannot use rental income from an accessory dwelling unit on a 1-unit primary residence.

Download Job Aid