Forms

For your convenience, below are regularly used forms when doing business with HomeBridge Wholesale.

General Forms

Affiliated Service Provider Fee Certification
Anti-Steering Loan Options Disclosure
Appraisal Waiver Disclosure
Borrower Certification Business Purpose of Investment Property
Borrower Escrow Credit Authorization - HB to HB Transactions Only
Broker Compensation and Fee Certification
Broker Compensation Election Form for Non Approved Brokers
Broker Owned Escrow Application
Changed Circumstance
COVID-19 Borrower Certification: NDC or EB drawing docs ONLY
Credit Inquiries on Credit Report Borrower Certification
Fannie Mae - Freddie Mac Builder-Contractor Certification
Fannie Mae - Freddie Mac Completion of Construction Certification
Federal Collection Policy Notice (Form 26-0503)
FEMA Disaster Declaration Borrower Affidavit of No Damage - California
FEMA Disaster Declaration Borrower Affidavit of No Damage - Florida
FEMA Disaster Declaration Borrower Affidavit of No Damage - Georgia
FEMA Disaster Declaration Borrower Affidavit of No Damage - Hawaii
FEMA Disaster Declaration Borrower Affidavit of No Damage - Illinois
FEMA Disaster Declaration Borrower Affidavit of No Damage - Mississippi
FEMA Disaster Declaration Borrower Affidavit of No Damage - Vermont
FHA HOA Condo Project Certification
Gift Letter
Home Possible Homeownership Education Certification - Freddie Mac Exhibit 20
HomeReady Certificate of Completion of Pre-purchase Housing Counseling (FNMA Form 1017)
HUD 92900-A Addendum to the URLA dated 2-2021 (Use for FHA transactions ONLY - see VA Addendum to URLA below)
Lock Request Form - Manual
Louisiana Intervention Affidavit (SAMPLE)
Notice of Intent to Proceed
Notice of Right to Receive Copy Appraisal
Property Condition Certification - Hurricane Ian
Request For Certificate of Eligibility (Form 26-1880)
Request for Closing Disclosure
SSA-89 Form (4-2023) Authorization for SSA to Release SSN Verification (Pre-Populated)
Tax Return Affidavit
VA Addendum To URLA (Form VA Form 26-1802a dated 6-2016)
Wisconsin Property Tax Escrow Option
Your Home Loan Toolkit Delivery and CHARM Certification (Access (Non-QM), Jumbo Elite, and Jumbo AUS ONLY; Not for use on Elite Access)
Your Home Loan Toolkit Delivery Certification (Elite Access ONLY)

Fannie Mae SOFR ARM Disclosures

Fannie Mae 5/6 SOFR ARM Disclosure (Fannie Mae ARM Transactions ONLY)
Fannie Mae 7/6 SOFR ARM Disclosure (Fannie Mae ARM Transactions ONLY)
Fannie Mae 10/6 SOFR ARM Disclosure (Fannie Mae ARM Transactions ONLY)

Condo Specific

Condo Questionnaire Full Review 5+ Units FNMA (Required for Transactions with an Application Dated on or after September 18, 2023
Condo Questionnaire Full Review 5+ Units FNMA - Answer Key (Transactions with an Application Dated on or after September 18, 2023
Condo Questionnaire Full Review 5+ Units FNMA (Transactions with an Application Dated prior to September 18, 2023
Condo Questionnaire Full Review 5+ Units - Answer Key FNMA (Transactions with an Application Dated prior to September 18, 2023
Condo Questionnaire Limited Review FNMA (Required on Transactions with an Application Dated on or after September 18, 2023 and Only if a Value Acceptance Offer is Accepted AND Access or Elite Access Transactions Eligible for Limited Review)
Condo Questionnaire Limited Review FNMA - Answer Key (Required on Transactions with an Application Dated on or after September 18, 2023 and Only if a Value Acceptance Offer is Accepted AND Access or Elite Access Transactions Eligible for Limited Review)
Condo Questionnaire Limited Review FNMA (Transactions with an Application Dated prior to September 18, 2023 and Only if a Value Acceptance Offer is Accepted)
Condo Questionnaire Limited Review FNMA - Answer Key (Transactions with an Application Dated prior to September 18, 2023 and Only if a Value Acceptance Offer is Accepted)
Condo Questionnaire Full Review Freddie Mac (Required on Transactions with an Application Dated on or after September 18, 2023)
Condo Questionnaire Full Review Freddie Mac - Answer Key (Required on Transactions with an Application Dated on or after September 18, 2023)
Condo Questionnaire Full Review Freddie Mac (Required on Transactions with an Application Dated prior to September 18, 2023)
Condo Questionnaire Full Review Freddie Mac - Answer Key (Required on Transactions with an Application Dated prior to September 18, 2023)
Condo Questionnaire Streamlined Review - Freddie Mac (Required on Transactions with an Application Dated on or after September18, 2023 and Only if an ACE Offer is Accepted)
Condo Questionnaire Streamlined Review - Freddie Mac - Answer Key (Required on Transactions with an Application Dated on or after September18, 2023 and Only if an ACE Offer is Accepted)
Condo Questionnaire Streamlined Review - Freddie Mac (Transactions with an Application Dated prior to September 18, 2023 and Only if an ACE Offer is Accepted)
Condo Questionnaire Streamlined Review - Answer Key - Freddie Mac (Transactions with an Application Dated prior to September 18, 2023 and Only if an ACE Offer is Accepted)

Access (Non-QM) Specific

Access 7/6 SOFR ARM Disclosure
Access 7/6 SOFR Interest-Only ARM Disclosure - 30 Year Loan Term
Access 7/6 SOFR Interest-Only ARM Disclosure - 40 Year Loan Term
Access 10/6 SOFR ARM Disclosure
Access 10/6 SOFR Interest-Only Disclosure - 30 Year Loan Term
Access 10/6 SOFR Interest-Only Disclosure - 40 Year Loan Term
IRS Form W-8BEN Certificate of Foreign Status - Foreign National Borrowers (Individuals)
IRS Form W-8BEN-E Certificate of Foreign Status - Foreign National Borrowers (Entities)

Jumbo Elite ARM Disclosures

5/6 SOFR ARM Disclosure
7/6 SOFR ARM Disclosure
10/6 SOFR ARM Disclosure

USDA Specific

USDA Forms

USDA Borrower Questionnaire and Income Eligibility Worksheet
USDA Lender Agent Role Request
USDA Request for Single Family Housing Loan Guarantee (Form 3555-21 Rev 03/21)

VA Specific:

VA Forms

26-0592 Counseling Checklist for Military Homebuyers Dated Dec 2021
26-8923 Interest Rate Reduction Refinancing Loan Worksheet
26-0286 Loan Summary Sheet
26-6393 VA Loan Analysis
Child Care Certification/Statement SAMPLE
VA Agent Sponsorship Approval Request Form
VA Lender Certification SAMPLE
Nearest Living Relative SAMPLE
VA Form 26-8937 Verification of VA Benefits (IRRRL Transactions - Active Duty Servicemembers ONLY)

HomeBridge VA Forms

HomeBridge VA Cash-Out Refinance Comparison Certification - INITIAL - BROKER Version (HB prepares and sends final version with loan docs)
VA Cash-Out Refinance Comparison Certification - INITIAL - NDC-EB Version (HB prepares final version for ND/EB at CTC; NDC/EB to send with loans docs)
VA Indebtedness Questionnaire
VA Pending Claims Certification (IRRRL Transactions AND COE Indicates Veteran NOT Exempt from Funding Fee
VA Lender - Veteran Property Certification
VA Portal Access Request

Renovation Forms

Click Here For All 203(k), HomeStyle, and VA Renovation Forms