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Correspondent Lending Quick Reference Sheets Updated: 2/9/2023 General Information Original Note/Collateral Documents Computer share ATTN: PhD Team 275 Commerce Drive, Ste 120 Fort Washington, PA
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Gather all necessary information related to the correspondent lending process
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Who needs correspondent lending quick reference?

01
Financial institutions involved in correspondent lending
02
Loan officers and underwriters handling correspondent lending transactions
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Those responsible for ensuring compliance with correspondent lending guidelines
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Correspondent lending quick reference is a document that provides a summary of guidelines and requirements for correspondent lending transactions.
Correspondent lenders are required to file correspondent lending quick reference.
Correspondent lenders must complete the form with accurate information based on their lending transactions.
The purpose of correspondent lending quick reference is to ensure compliance with regulations and provide transparency in correspondent lending transactions.
Information such as loan details, borrower information, and transaction terms must be reported on correspondent lending quick reference.
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