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 - Kentucky (Incident Date February 14 - March 7 2025)
FEMA Disaster Declaration Borrower Affidavit of No Damage - Kentucky (Incident Date April 2, 2025 - Ongoing)
FEMA Disaster Declaration Borrower Affidavit of No Damage - North Carolina
FEMA Disaster Declaration Borrower Affidavit of No Damage - West Virginia
FHA HOA Condo Project Certification
Gift Letter
Heter Iska Authorization
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) - Eligible on FHA, VA and USDA Transactions ONLY
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

Fannie Mae/Freddie Mac Condominium Project Questionnaire Form 1076/476 (Full Review)
Limited Condominium Project Questionnaire: FNMA/FHLMC/Access/Elite Access (5+ Units - Established Project)
Limited Condominium Project Questionnaire: FNMA/FHLMC/Access/Elite Access - Answer Key (5+ Units - Established Project)
Florida Condominium Project Addendum

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