PCM Broker Submission Form – FHA Streamline BROKER: ________________________________________________________ LOAN PROGRAM: ___________________________________________ LOAN # _________________________________________________________ LTV: ___________________ % CLTV: ___________________ % CONTACT: _______________________________________________________ PHONE#: __________________________________________________ EMAIL (Broker): __________________________________________________ EMAIL (Borrower):___________________________________________ BORROWER(S): _____________________________________________________________________________________________________________ PROPERTY ADDRESS: _________________________________________________________________________________________________________ FICO SCORES: BORROWER: ________ ________ ________ CO-BORROWER: ________ ________ ________ ________ SFR ________ OWNER OCCUPIED ________ CONDO or PUD ________ NON-OWNER ________ 2-4 UNITS The following MUST be uploaded to PCM’s Broker Portal for the submission to be ACCEPTED. Disclosures Signed and dated initial 1003 Settlement Servicer Provider List (Lender Paid Comp Only) Final 1003 Borrower’s Certification and Authorization Truth-in-Lending (dated within 3 business days of application) Initial GFE (dated within 3 business days of app) ECOA Notice Servicing Disclosure (within 3 business days of app) ECOA Notice of Right to Receive Appraisal (within 3 business days of app) HUD-92900-A PCM TILA/RESPA Acknowledgement Privacy Policy Notice USA Patriot Act Disclosure ARM Disclosure (if applicable) Fee sheet (itemization) Case number request ordered at www.PCMexpress.com, with refinance authorization Homeownership Counseling Disclosure (or broker disclosure approved by PCM) and CFPB List disclosed within 3 business days of app Credit Documents Mortgage only credit report (six months payments must have been made to be eligible for streamline) Asset Documents Bank statements – 60 days statements, only required when funds to close are needed The following are required, but will not hold up the file from being SUBMITTED TO UNDERWRITING Closing Fee Sheet Legible Driver’s License for all borrowers and/or evidence of lawful residency if not US citizen Verification of Social Security Number Anti-Steering Loan Options Disclosure (lender compensation only) All up-front disclosures provided to the borrower at time of application All applicable Federal and State specific disclosures Current note to verify NTB and lienholders GSA & SAM search results for all parties HUD-92900-B (2015 version) Informed Consumer Choice Disclosure (2015 version) Preliminary Title Report with tax information and effective date w/in 90days of close - MUST HAVE 24 month chain (Mortgagee Clause) CPL w/effective date within 30 days of close Closing Agent, Title Co. or Attorney E&O and Wiring instructions Insurance Binder with yearly premium and paid receipt if applicable Payoff statement current for month due Employment Certification Disclosure www.PCMexpress.com Primary Capital Mortgage, LLC FHA Streamline Submission Form 24 March 2015
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