4506T - Transcript Request Job Aid
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Executed 4506T for full transcripts are required on all products except HARP, FHA Streamline, and VA IRRRL. |
4506T - How to Fill Out Correctly
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This 4506T shows how the form should look when filled out correctly. |
Appraisal Waiver Eligibility_Job Aid
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Use to identify common situations where AUS appraisal waivers will be most and least likely |
Broker eSign Policy Job Aid
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Broker requirements needed to submit electronically signed items to NewRez |
CEMA Attorney List
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NewRez requires all loans for which a CEMA will be prepared to be closed using a NewRez CEMA approved attorney, as found on the following list. |
Closepin - Add Wire Instructions
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User guide of adding wire instructions. |
Closepin - Agent User Guide
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Closepin Agent User Guide |
Closing Disclosure 3 Day Rule Chart
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Reference this chart to determine when your borrower should receive the CD based on whether it is electronically received or delivered via US Mail. |
COVID-19 Quick Reference by Product Job Aid
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For Sales and Operations regarding the alternative employment and appraisal options available on Conventional, FHA, VA and USDA transactions |
Delayed Financing Job Aid
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Delayed financing is a special type of cash-out refinance where borrowers are exempt from the 6 month waiting period typically required to enter into a cash-out refi. |
Derogatory Credit Comparison
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Guidelines include products, agency guidelines, mortgage history, modified mortgages, chapters of bankruptcies, foreclosures, and short sales in a comparison chart. |
DO Online Registration
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You can use the Desktop Originator Online Registration (DO) tool to register your company to submit loan case files through DO for the first time. |
DO Add a Lender Instructions
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This document explains how to use the Desktop Originator Online Registration tool to request sponsorship by an additional lender. |
eSignature Video with Two Factor Authentication
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This short video tutorial walks you through the new eSignature Process with two Factor Authentication. |
eSignature with Two-Factor Authentication Tutorial
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This tutorial will walk you through the eSignature process with NewRez, including the new two-factor authentication. |
Extend Your Rate Lock
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This tutorial walks through the process to expand your rate lock in Lion. |
FHA Handbook FAQs
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Reference this FHA Handbook FAQ's for a list of FHA questions and answers. |
FHA Max Mortgage Amount Calculator
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This calculator contains sum of existing debts and costs, original principal balance of first mortgage, and maximum loan amount calculations. |
How to Create an LE
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This helpful guide provides an overview, as well as step by step instructions, on how to create a Loan Estimate in LION. |
How to Add a User
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This guide provides step by step instructions on how to add a user in LION. |
How to Submit a Loan to UW in LION
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This tutorial walks you through the process on how to submit a loan to UW. |
How to Pre-Lock a Loan
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This document gives step by step instructions on how to Pre-Lock a Loan in LION. |
How to Lock a Loan
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Step by step instructions for how to lock a loan in Lion. |
How to Change a Locked Loan
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Tutorial on how to change a locked loan in Lion |
How to Order Appraisals in Lion
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This tutorial will take you through the new process of ordering appraisals from our Lion portal. |
How to Request an Initial Closing Disclosure
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How to Request ICD in LION |
How To Upload Conditions in LION
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Shows users how to upload documents to specific Underwriting Conditions in LION, and how to resubmit the loan back to Underwriting for review |
How to Use the PDF Splitter for Conditions
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Step by step instructions on how to use the PDF splitter in our Lion portal for assigning documents to conditions. |
How to Use the PDF Splitter in Lion - Video
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Here's a quick video tutorial that walks you through the pdf splitter in Lion. This is a new feature that makes it easy for you to split a pdf and assign to conditions. |
Income Calculator
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This section includes a worksheet for calculation of income. |
LION Enhancements-August 2020
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LION Loan Status Descriptions
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Cheat sheet for what your loan status means in LION |
Loan Tests Summary Dashboard
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Learn more about this recent LION enhancement! |
LPMI Loan Program - How It Works
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This program offers Single Premium Lender Paid Mortgage insurance as an alternative to a borrower paid policy. |
LPOA - Getting Setup with Freddie
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This guide will give you step by step directions on how to get signed up with Loan Prospector. |
New URLA Form Guide
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This form provides an overview of changes to the URLA (Universal Residential Loan Application). Applicable to all business channels. |
Operations Frequently Asked Questions
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Find answers to commonly asked questions such as Lender Numbers and Key Contacts here |
Power of Attorney Approval Checklist
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NewRez's Power of Attorney Approval Checklist. |
Self-Employed Borrower Bank Statement and Profit & Loss Worksheet
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Self-Employed Bank Statement and P&L Worksheet |
Submit Your LE for Acceptance
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What do I need to submit my LE for acceptance? NewRez will review the 3.2 file and the full initial disclosure package that Broker sends to the borrower. |
Temporary Guidance for Agency Loans - Self Employed Borrowers
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Job Aid for Self-Employed Borrowers Seeking Agency Loans |
Temporary Underwriting Guidance Job Aide
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Underwriting COVID Guidance by Product and NewRez Announcement number |
TRID Change in Circumstances
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This form is submitted as a request for NewRez to re-disclose a change in circumstance LE due to updated/new information. |
Uploading Conditions to the Portal
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Video Tutorial on how to submit underwriting conditions to LION, including how to split large PDF documents into individual documents. |
Update Pricing on a Locked Loan in Lion
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Tutorial on how to update the pricing on a locked loan in Lion. |
Using the Scenario Products & Pricing Tool
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Tutorial on how to use the Scenario & Pricing feature in Lion. |
VA BPC Guide
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This reference guide shows how to select Borrower Paid Compensation (BPC) on VA loan products. TPO Wholesale clients can charge BPC on VA loans at a maximum of 1%. |
VA Maximum Mortgage Calculation Worksheet
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To be used for VA Purchase and Cash-out Refinance transactions. |