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All the forms you need for efficient loan processing, organized by category
Uniform Residential Loan Application (URLA 1003)
Standard mortgage application form required by Fannie Mae and Freddie Mac for all residential loan applications
Broker Compensation Acknowledgement & Agreement
Agreement form for borrower to elect whether broker compensation will be paid by borrower or lender, including certification of compensation disclosure
Inquiry Letter
Letter template for brokers to formally inquire about loan products, programs, or specific transaction scenarios with United Fidelity Funding
Borrower Acknowledgment of Intent to Proceed
Borrower certification confirming receipt of Loan Estimate and intent to proceed with the loan application according to disclosed terms
Initial Borrower Contact Form
Document initial contact with borrowers and capture preliminary loan information for processing
Loan Estimate Request Form
Request form for obtaining a Loan Estimate with detailed terms and estimated costs for the mortgage
Income & Asset Documentation Checklist
Comprehensive list of required income and asset documents needed for loan underwriting
Loan Estimate (LE) Sample
Three-page form that provides borrowers with important details about the requested mortgage loan
Closing Disclosure (CD) Sample
Five-page form detailing the final terms and costs of the mortgage, provided at least 3 days before closing
TRID Disclosure Forms Package
Complete package of TILA-RESPA Integrated Disclosure forms required for mortgage transactions
Privacy Notice Template
Required notice explaining how borrower financial information is collected, used, and protected
ECOA/Adverse Action Notice Information
Information about Equal Credit Opportunity Act rights and adverse action notification requirements
FHA Connection Information
Access FHA Connection portal for case number requests, appraisal ordering, and loan processing
FHA Amendatory Clause & Real Estate Certification
Required FHA form certifying property value and protecting borrowers in purchase transactions
FHA Case Number Request Form
Submit request to obtain an FHA case number for new loan applications through United Fidelity Funding
FHA Borrower Certification & Authorization
Borrower certifies occupancy intent and authorizes FHA to verify information for loan approval
FHA Identity of Interest Certification
Discloses any identity of interest relationships between parties in the transaction
VA Form 26-1880 - Request for Certificate of Eligibility
Apply for VA loan eligibility certificate to determine entitlement for VA-guaranteed home loan benefits
VA Form 26-1802a - HUD/VA Addendum to URLA
Required addendum to the standard loan application for VA-guaranteed loans
VA Funding Fee Information
Details about VA funding fee rates, exemptions, and payment options for VA loans
VA Nearest Living Relative Statement
Required form for veterans to provide name, address, and contact information of their nearest living relative for VA loan processing
VA Allowable Closing Costs
Comprehensive guide detailing allowable and unallowable closing costs for VA loans, including fee limitations and restrictions based on origination fee
VA Sponsorship Form
Application form for mortgage brokers to obtain VA sponsorship through United Fidelity Funding, including state licensing information and $100 fee
VA Occupancy Certification
Borrower certifies intent to occupy the property as primary residence for VA loan eligibility
Uniform Residential Appraisal Report (Form 1004)
Standard appraisal form for single-family properties, detailing property value and condition
Appraisal Transfer & Independence Certification
Lender certification form confirming compliance with appraisal independence regulations (AIR) and federal/state laws, including attestation of no improper influence on appraisal process
Appraisal Order Form
Order professional property appraisal with detailed property information and loan requirements
Property Inspection Waiver (PIW) Request
Request waiver of physical property inspection when eligible based on data and risk assessment
Desktop Appraisal Request
Request desktop appraisal using public records and MLS data without physical property inspection
Fannie Mae Condo Project Manager
Search and verify FHA and Fannie Mae approved condominium projects for loan eligibility
Condo Project Questionnaire (Form 1076)
Detailed questionnaire about condo project for determining financing eligibility and approval
Condo/PUD Rider
Mortgage addendum for condominium or planned unit development properties with specific terms
HOA Certification Form
Homeowners association provides certification of fees, insurance, and project financial health
Business Narrative Form
Required form for self-employed borrowers to document their business profile, operations, revenue generation, and any recent disruptions for Ability to Repay (ATR) calculation
Credit Report Inquiry Certification
Borrower certification form documenting all recent credit inquiries within 120 days, including creditor names, dates, purposes, and whether new accounts were opened
Power of Attorney (POA) Form
Legal document authorizing someone to act on borrower's behalf during loan closing process
Gift Letter Template
Document verifying that down payment funds are a gift, not a loan, from family or approved donor
Explanation of Credit Letter Template
Template for borrowers to explain credit issues, late payments, or derogatory items on credit report
Subordination Agreement
Legal agreement changing lien priority when refinancing with existing second mortgage or HELOC
Rate Lock Agreement
Agreement securing specific interest rate for defined period during loan processing
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