Guides, Matrices & Forms

Guides & Matrices
Forms
Training
Announcements

Bank Statement v22.3

1 file(s) 683.87 KB

Download

Borrower's Affirmation of Information

1 file(s) 121.03 KB

Download

Acceptable Credit Vendors LPA Submissions

1 file(s) 280.50 KB

Download

Affiliate Questionaire

1 file(s) 129.32 KB

Download

Anti Steering Form

1 file(s) 119.26 KB

Download

Authorization for SSA Release SSN Vertification

1 file(s) 42.99 KB

Download

Conventional PUD Questionnaire

1 file(s) 133.35 KB

Download

COVID 19 Business Questionnaire - CLS Jumbo

1 file(s) 239.59 KB

Download

COVID-19 Business Questionaire

1 file(s) 311.80 KB

Download

4506C

1 file(s) 864.73 KB

Download

Lakeview RESPA Cert Recpt of LE Intn to Proceed

1 file(s) 206.94 KB

Download

PMI Disclosure

1 file(s) 75.73 KB

Download

Originator Fee Schedule

1 file(s) 225.02 KB

Download

PIW PIA Acknowledgement

1 file(s) 78.09 KB

Download

Lakeview Wholesale Agency Submission Checklist

1 file(s) 732.41 KB

Download

Gift Letter

1 file(s) 22.14 KB

Download

Undisclosed Debt Acknowledgement

1 file(s) 100.58 KB

Download

AML Beneficial Owner Form

1 file(s) 262.03 KB

Download

Closing Disclosure Request Form

1 file(s) 431.81 KB

Download

FHA Case Number Request

1 file(s) 194.27 KB

Download

FHA Condominium Recertification Checklist

1 file(s) 142.63 KB

Download

Lakeview Wholesale FHA Submission Form

1 file(s) 721.63 KB

Download

VA Alive and Well Certification

1 file(s) 203.76 KB

Download

VA Form 26-1880 Request COE

1 file(s) 786.14 KB

Download

VA Form 26-8937 Verification of Benefits

1 file(s) 757.65 KB

Download

VA Form 1802 Addendum to URLA

1 file(s) 721.80 KB

Download

VA Full Doc Ordering the VA Appraisal (LU 2018)

1 file(s) 208.69 KB

Download

VA What if there is no COE

1 file(s) 302.38 KB

Download

VBA 26-8923-ARE

1 file(s) 666.14 KB

Download

Lakeview Wholesale VA Submission Checklist

1 file(s) 723.77 KB

Download

CA Advance Fee Disclosure (LU 2015)

1 file(s) 129.12 KB

Download

CA Comparison of Mortgage Features (LU 2015)

1 file(s) 120.48 KB

Download

CA Credit Scores Disclosure Notice to Home Loan Application Bayview (LU 2015)

1 file(s) 110.35 KB

Download

CA Credit Scores Disclosure Notice to Home Loan Application Lakeview (LU 2015)

1 file(s) 89.88 KB

Download

CA Hazard Insurance Disclosure (LU 2015)

1 file(s) 78.00 KB

Download

CA Machine Copies Notice (LU-2015)

1 file(s) 212.46 KB

Download

CA Mortgage Broker Agreement 10132 (LU-2015)

1 file(s) 121.31 KB

Download

CA Notice of Separate Credit Addendum (LU-2015)

1 file(s) 205.49 KB

Download

CA Voluntary Information Government Monitoring (LU-2015)

1 file(s) 291.12 KB

Download

Missouri Broker and Fee Agreement

1 file(s) 65.02 KB

Download

State Disclosure List

1 file(s) 229.50 KB

Download

Washington Availability of Loan Docs Disclosure (LU 2015)

1 file(s) 81.49 KB

Download

2-4 Unit Certification

1 file(s) 124.40 KB

Download

CLS Condo Questionnaire Form Full 2022

1 file(s) 362.01 KB

Download

CLS JUMBO Condo PUS Checklist v21.0

1 file(s) 316.68 KB

Download

PUD Certification

1 file(s) 121.58 KB

Download

FHA Condominium Recertification Checklist

1 file(s) 142.63 KB

Download

LLS Full Condo Questionnaire

1 file(s) 847.17 KB

Download

Bank Statement v22.1

1 file(s) 683.87 KB

Download

Borrower’s Affirmation of Information Form

1 file(s) 856.29 KB

Download

Business Questionnaire – Bank Statement Program

1 file(s) 335.83 KB

Download

Bank Statement Product Overview

1 file(s) 856.29 KB

Download

HELM Getting Started

1 file(s) 143.35 KB

Download

HELM Change in Circumstance

1 file(s) 713.84 KB

Download

HELM Import Loan Files

1 file(s) 965.46 KB

Download

HELM Managing Conditions

1 file(s) 1.05 MB

Download

HELM Managing Pipeline View

1 file(s) 982.90 KB

Download

HELM Ordering an Appraisal

1 file(s) 756.51 KB

Download

HELM Portal Admin Tools

1 file(s) 1.26 MB

Download

HELM Price and Lock a Loan

1 file(s) 927.79 KB

Download

HELM Request CD

1 file(s) 657.33 KB

Download

HELM Running AUS

1 file(s) 921.89 KB

Download

HELM Submit a Loan

1 file(s) 821.39 KB

Download

HELM Validate and Send CD

1 file(s) 814.60 KB

Download

HELM Third Party Fee Management for LE

1 file(s) 538.46 KB

Download

HELM View Initial Submission Package

1 file(s) 439.72 KB

Download

HELM Simple Steps to Import a Loan File

1 file(s) 506.51 KB

Download

HELM Simple Steps to Price and Lock

1 file(s) 441.37 KB

Download

HELM Simple Steps to Running AUS

1 file(s) 511.00 KB

Download

HELM Simple Steps to Satisfying Conditions

1 file(s) 553.00 KB

Download

HELM Simple Steps to Submit a Loan

1 file(s) 496.10 KB

Download

HELM Simple Steps to Validate URLA Info

1 file(s) 573.93 KB

Download

HELM Simple Steps to Request LE Option B

1 file(s) 548.67 KB

Download

HELM Simple Steps to Withdraw a File

1 file(s) 473.88 KB

Download

HELM Simple Steps to Change in Circumstances

1 file(s) 576.43 KB

Download

HELM Simple Steps to Request LE Option A

1 file(s) 599.46 KB

Download

2018 All Disaster Announcements

1 file(s) 2.35 MB

Download

Disaster Declaration Archives – Prior to 2021

1 file(s) 293.50 KB

Download

Disaster Declaration File 07.25.22

1 file(s) 245.43 KB

Download

2019 All Disaster Announcements

1 file(s) 414.51 KB

Download

2022 All Lakeview Announcements

1 file(s) 1.03 MB

Download

W2022-01 - Agency Updates and VA Reminders

1 file(s) 270.05 KB

Download

W2022-02 - Jumbo Updates

1 file(s) 207.03 KB

Download

W2022-03 - Bank Statement Product Launch

1 file(s) 588.68 KB

Download

W2022-04 - IRS Tax Return and Transcript Requirements_Self-Employment Income Update

1 file(s) 244.00 KB

Download

W2022-05 - Agency Updates, Jumbo SE Update, and Rate Lock Policy Reminder

1 file(s) 255.32 KB

Download

W2022-06 - Agency, Jumbo, and Bank Statement Program Updates and FHA Partial Claim Portal

1 file(s) 224.94 KB

Download

W2022-07 - AUS Investor Plus product launched and Jumbo Plus AUS Reminder

1 file(s) 221.76 KB

Download

W2022-08 - Tax Transcript and Jumbo Updates

1 file(s) 203.99 KB

Download

W2022-09 - FNMA SEL-2022-03 and FHLMC 2202-07

1 file(s) 229.39 KB

Download

W2022-10 - Extension Fee Updates

1 file(s) 188.40 KB

Download

W2022-11 - Extension Fee Updated

1 file(s) 188.66 KB

Download

W2022-12 - Agency Updates and Non-Agency Updates

1 file(s) 220.84 KB

Download

W2022-13 - Bank Statement_Jumbo_AUS Investor Plus Updates

1 file(s) 208.04 KB

Download

W2022-14 - Agency and VA updates

1 file(s) 234.19 KB

Download

W2022-15 - Jumbo Updates and FNMA 2022 AMI Limits

1 file(s) 197.90 KB

Download

2021 Announcement

1 file(s) 3.10 MB

Download

2020 All Lakeview Announcement

1 file(s) 5.80 MB

Download

2019 Announcement

1 file(s) 4.24 MB

Download

2018 All Lakeview Announcement

1 file(s) 3.22 MB

Download

2017 Announcement

1 file(s) 4.06 MB

Download

2016 Announcement

1 file(s) 1.69 MB

Download

2015 Announcement

1 file(s) 1.03 MB

Download

2014 Announcement

1 file(s) 378.22 KB

Download

Guides & Matrices: Bank Statement

Bank Statement v22.3

1 file(s) 683.87 KB

Download

Borrower's Affirmation of Information

1 file(s) 121.03 KB

Download
Forms: Submissions

Acceptable Credit Vendors LPA Submissions

1 file(s) 280.50 KB

Download

Affiliate Questionaire

1 file(s) 129.32 KB

Download

Anti Steering Form

1 file(s) 119.26 KB

Download

Authorization for SSA Release SSN Vertification

1 file(s) 42.99 KB

Download

Conventional PUD Questionnaire

1 file(s) 133.35 KB

Download

COVID 19 Business Questionnaire - CLS Jumbo

1 file(s) 239.59 KB

Download

COVID-19 Business Questionaire

1 file(s) 311.80 KB

Download

4506C

1 file(s) 864.73 KB

Download

Lakeview RESPA Cert Recpt of LE Intn to Proceed

1 file(s) 206.94 KB

Download

PMI Disclosure

1 file(s) 75.73 KB

Download

Originator Fee Schedule

1 file(s) 225.02 KB

Download

PIW PIA Acknowledgement

1 file(s) 78.09 KB

Download

Lakeview Wholesale Agency Submission Checklist

1 file(s) 732.41 KB

Download

Underwriting

Gift Letter

1 file(s) 22.14 KB

Download

Undisclosed Debt Acknowledgement

1 file(s) 100.58 KB

Download

AML Beneficial Owner Form

1 file(s) 262.03 KB

Download

Closing

Closing Disclosure Request Form

1 file(s) 431.81 KB

Download

FHA & VA

FHA Case Number Request

1 file(s) 194.27 KB

Download

FHA Condominium Recertification Checklist

1 file(s) 142.63 KB

Download

Lakeview Wholesale FHA Submission Form

1 file(s) 721.63 KB

Download

VA Alive and Well Certification

1 file(s) 203.76 KB

Download

VA Form 26-1880 Request COE

1 file(s) 786.14 KB

Download

VA Form 26-8937 Verification of Benefits

1 file(s) 757.65 KB

Download

VA Form 1802 Addendum to URLA

1 file(s) 721.80 KB

Download

VA Full Doc Ordering the VA Appraisal (LU 2018)

1 file(s) 208.69 KB

Download

VA What if there is no COE

1 file(s) 302.38 KB

Download

VBA 26-8923-ARE

1 file(s) 666.14 KB

Download

Lakeview Wholesale VA Submission Checklist

1 file(s) 723.77 KB

Download

State Specific Forms

CA Advance Fee Disclosure (LU 2015)

1 file(s) 129.12 KB

Download

CA Comparison of Mortgage Features (LU 2015)

1 file(s) 120.48 KB

Download

CA Credit Scores Disclosure Notice to Home Loan Application Bayview (LU 2015)

1 file(s) 110.35 KB

Download

CA Credit Scores Disclosure Notice to Home Loan Application Lakeview (LU 2015)

1 file(s) 89.88 KB

Download

CA Hazard Insurance Disclosure (LU 2015)

1 file(s) 78.00 KB

Download

CA Machine Copies Notice (LU-2015)

1 file(s) 212.46 KB

Download

CA Mortgage Broker Agreement 10132 (LU-2015)

1 file(s) 121.31 KB

Download

CA Notice of Separate Credit Addendum (LU-2015)

1 file(s) 205.49 KB

Download

CA Voluntary Information Government Monitoring (LU-2015)

1 file(s) 291.12 KB

Download

Missouri Broker and Fee Agreement

1 file(s) 65.02 KB

Download

State Disclosure List

1 file(s) 229.50 KB

Download

Washington Availability of Loan Docs Disclosure (LU 2015)

1 file(s) 81.49 KB

Download

Condo

2-4 Unit Certification

1 file(s) 124.40 KB

Download

CLS Condo Questionnaire Form Full 2022

1 file(s) 362.01 KB

Download

CLS JUMBO Condo PUS Checklist v21.0

1 file(s) 316.68 KB

Download

PUD Certification

1 file(s) 121.58 KB

Download

FHA Condominium Recertification Checklist

1 file(s) 142.63 KB

Download

LLS Full Condo Questionnaire

1 file(s) 847.17 KB

Download

Bank Statement Forms

Bank Statement v22.1

1 file(s) 683.87 KB

Download

Borrower’s Affirmation of Information Form

1 file(s) 856.29 KB

Download

Business Questionnaire – Bank Statement Program

1 file(s) 335.83 KB

Download

Bank Statement Product Overview

1 file(s) 856.29 KB

Download
Training: Comprehensive Job Aids

HELM Getting Started

1 file(s) 143.35 KB

Download

HELM Change in Circumstance

1 file(s) 713.84 KB

Download

HELM Import Loan Files

1 file(s) 965.46 KB

Download

HELM Managing Conditions

1 file(s) 1.05 MB

Download

HELM Managing Pipeline View

1 file(s) 982.90 KB

Download

HELM Ordering an Appraisal

1 file(s) 756.51 KB

Download

HELM Portal Admin Tools

1 file(s) 1.26 MB

Download

HELM Price and Lock a Loan

1 file(s) 927.79 KB

Download

HELM Request CD

1 file(s) 657.33 KB

Download

HELM Running AUS

1 file(s) 921.89 KB

Download

HELM Submit a Loan

1 file(s) 821.39 KB

Download

HELM Validate and Send CD

1 file(s) 814.60 KB

Download

HELM Third Party Fee Management for LE

1 file(s) 538.46 KB

Download

HELM View Initial Submission Package

1 file(s) 439.72 KB

Download

Quick Reference Guides

HELM Simple Steps to Import a Loan File

1 file(s) 506.51 KB

Download

HELM Simple Steps to Price and Lock

1 file(s) 441.37 KB

Download

HELM Simple Steps to Running AUS

1 file(s) 511.00 KB

Download

HELM Simple Steps to Satisfying Conditions

1 file(s) 553.00 KB

Download

HELM Simple Steps to Submit a Loan

1 file(s) 496.10 KB

Download

HELM Simple Steps to Validate URLA Info

1 file(s) 573.93 KB

Download

HELM Simple Steps to Request LE Option B

1 file(s) 548.67 KB

Download

HELM Simple Steps to Withdraw a File

1 file(s) 473.88 KB

Download

HELM Simple Steps to Change in Circumstances

1 file(s) 576.43 KB

Download

HELM Simple Steps to Request LE Option A

1 file(s) 599.46 KB

Download
Announcements: Disaster Announcements

2018 All Disaster Announcements

1 file(s) 2.35 MB

Download

Disaster Declaration Archives – Prior to 2021

1 file(s) 293.50 KB

Download

Disaster Declaration File 07.25.22

1 file(s) 245.43 KB

Download

2019 All Disaster Announcements

1 file(s) 414.51 KB

Download

2022

2022 All Lakeview Announcements

1 file(s) 1.03 MB

Download

W2022-01 - Agency Updates and VA Reminders

1 file(s) 270.05 KB

Download

W2022-02 - Jumbo Updates

1 file(s) 207.03 KB

Download

W2022-03 - Bank Statement Product Launch

1 file(s) 588.68 KB

Download

W2022-04 - IRS Tax Return and Transcript Requirements_Self-Employment Income Update

1 file(s) 244.00 KB

Download

W2022-05 - Agency Updates, Jumbo SE Update, and Rate Lock Policy Reminder

1 file(s) 255.32 KB

Download

W2022-06 - Agency, Jumbo, and Bank Statement Program Updates and FHA Partial Claim Portal

1 file(s) 224.94 KB

Download

W2022-07 - AUS Investor Plus product launched and Jumbo Plus AUS Reminder

1 file(s) 221.76 KB

Download

W2022-08 - Tax Transcript and Jumbo Updates

1 file(s) 203.99 KB

Download

W2022-09 - FNMA SEL-2022-03 and FHLMC 2202-07

1 file(s) 229.39 KB

Download

W2022-10 - Extension Fee Updates

1 file(s) 188.40 KB

Download

W2022-11 - Extension Fee Updated

1 file(s) 188.66 KB

Download

W2022-12 - Agency Updates and Non-Agency Updates

1 file(s) 220.84 KB

Download

W2022-13 - Bank Statement_Jumbo_AUS Investor Plus Updates

1 file(s) 208.04 KB

Download

W2022-14 - Agency and VA updates

1 file(s) 234.19 KB

Download

W2022-15 - Jumbo Updates and FNMA 2022 AMI Limits

1 file(s) 197.90 KB

Download

2021

2021 Announcement

1 file(s) 3.10 MB

Download

2020

2020 All Lakeview Announcement

1 file(s) 5.80 MB

Download

2019

2019 Announcement

1 file(s) 4.24 MB

Download

2018

2018 All Lakeview Announcement

1 file(s) 3.22 MB

Download

2017

2017 Announcement

1 file(s) 4.06 MB

Download

2016

2016 Announcement

1 file(s) 1.69 MB

Download

2015

2015 Announcement

1 file(s) 1.03 MB

Download

2014

2014 Announcement

1 file(s) 378.22 KB

Download

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