Wholesale Broker Resources
To get the job done right!
Checklist & Job Aids
FAQs
- What is a Tri-merge Report?
- How to read your personal taxes
- Broker Work Flow << New
- HECM Financial Assessment FAQs (PDF)
- LESA – FAQ (PDF)
- Servicing FAQs (PDF)
Reverse For Purchase
- Reverse Purchase Checklist (PDF)
- HECM for Purchase Pre-Approval Form (PDF)
- Wholesale Purchase Submission Checklist (pdf)
Condo Approval
Guidelines
- Reverse Underwriting Guidelines (PDF)
- Financial Assessment Guidelines (PDF)
Presentations
Training Videos
Click on the images below to watch the training videos.
Technical Support Resources
Contact our Support Team any time you have technical issues Email: info@trustlending.com