Mortgage Toolkit

Last Updated Tool Name
11/16/2017 2017 TILA-RESPA Integrated Disclosures (TRID) Rule Summary
01/07/2021 2021 HMDA Flowchart
01/01/2015 Ability to Repay (ATR) Total Monthly Debt Calculator
10/25/2021 Ability to Repay and Qualified Mortgage Audit Worksheet
06/09/2021 Ability to Repay and Qualified Mortgage Policy
01/22/2021 Ability to Repay and Qualified Mortgage Rule Summary
01/01/2015 Ability to Repay Checklist
01/01/2015 Ability to Repay Rule to Certain Situations Involving Successors-in-Interest Summary
01/01/2015 Acknowledgement of Financial Statements Form
11/02/2017 Amendments to ECOA Ethnicity and Race Information Collection Summary
01/30/2015 Amendments to the Integrated Disclosures Rule Summary - January 20, 2015
08/22/2020 Annotated Model Closing Disclosure
08/22/2020 Annotated Model Loan Estimate
03/13/2017 Anti-Steering Loan Options Disclosure
01/29/2016 Appendix B: Option to Escrow Form
01/01/2015 Appendix Q Checklist
Application Cheatsheet
11/15/2019 Appraisal Flowchart
01/01/2015 Appraisal Independence Organization Flowchart
01/01/2015 Appraisal Independence Summary
12/11/2020 Appraisal Independence Training
11/15/2019 Appraisal Policy
11/15/2019 Appraisal Review Checklist
01/01/2015 Appraisal Waiver Form
01/22/2021 ATR/QM Balloon Payment Exception Policy

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