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FORMS

Every form you'll need to make sure your loan gets approved on time.
Filter down your results by selecting one of the categories in the first drop down and then filtering further with the second drop down.
General Submission Form Image
Submit your loan to New Penn with our All-In-One Submission Form for Agency, Jumbo, and Government loans.

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SMART Series Submission Form Image
Submit your SMART Series Non-QM/Portfolio loans to New Penn with this Submission Form.

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Non-Delegated Correspondent Submission Form Image
Submission form for the New Penn Financial Non-Delegated Correspondent Program.

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4506-T Form Image
Use this form to order a transcript or other return information free of charge.

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ABA Attestation Image
This form must be completed by an Authorized Broker/Lender Representative.

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ACH Authorization Image
Shellpoint Mortgage Servicing (“Shellpoint”) is pleased to offer a free automatic payment option for your borrowers.

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Anti-Steering Disclosure Image
Disclosure that provides loan options with detailed rate and loan cost information, to assist the borrower in choosing the correct loan for their financial situation.

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3rd Party Affiliated Bus. Attestation Image
New Penn Financial, LLC allows the use of unaffiliated 3rd party processing companies.

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Arms Length Transactions Image
Borrower signs to certify the transaction is an "Arm's Length Transaction," meaning the transaction has been negotiated by unrelated parties with no prior relationship.

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Age Restricted Communities Image
Housing developments with age restrictions are not considered discriminatory if they comply with all of the requirements listed in this form.

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Branch Add Image
Provide the following information for a branch add.

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Change in Circumstances - TRID Image
This form is submitted as a request for NPF to re-disclose a change in circumstance LE due to updated/new information.

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Esign Questionnaire Image
In addition to the completed Questionnaire, please provide Sample E-Sign Audit Trail and Fully executed information Release.

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Esign Authorization Form Image
The intent of this authorization, is the release of information to New Penn Financial, LLC.

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Closing Fee Sheet Image
Please upload the completed form to the Portal in the Upload Documents screen within your loan. Note that the ABA Attestation form pairs with this one.

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Gift Letter Image
Letter for donor to input information about gift, and source of gift.

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Gift of Equity Letter Image
Letter for donor to input information and source the gift of equity.

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Hotel & Transient Use Image
Borrower’s Contract with Respect to Hotel and Transient Use of Property. U.S. Department of Housing and Urban Development Form.

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LPC Declaration Image
Compensation Declaration Form ‐ Lender Paid.

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Multi-State LPC Form Image
Form with state, comp percent, flat fee, and maximum. Note that flat fee and maximum fee are optional.

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Mtg Broker Fee Acknowledgement Image
This acknowledgment discloses the overall fees that will be paid to the broker for the origination of a loan on behalf of the borrower.

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Manufactured Home Questionnaire Image
Pre-Application questionnaire regarding manufactured housing, with simple "Yes" or "No" check boxes.

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Occupancy Certification Image
Certification of borrowers occupancy in the property.

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Patriot Act Form Image
Federal law requires all financial institutions to obtain, verify, and record information that identifies every customer.

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PIW Image
Borrowers acknowledgment of property inspection not being required, due to an Automated Underwriting System.

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Rental and Bedroom Count Image
Rental Income and Bedroom Count are required on non-owner occupied 1-4 unit properties as well as owner occupied 2-4 units regardless if rental income is used to qualify.

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Solar Panel Checklist Image
This checklist should be completed in instances where the solar panels are leased from or owned by a 3rd party under a Power Purchase Agreement (or similar agreement).

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SSA-89 Form Image
Authorization for the Social Security Administration To Release Social Security Number Verification.

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Tax Information Sheet Image
This information sheet contains county, city, school, and other taxing authorities with paid through and next payment dates.

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Tangible Net Benefits Form - CO Image
This disclosure is to assist borrowers and mortgage loan originators in determining the tangible net benefit that the proposed loan will provide to the borrower in CO.

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Tangible Net Benefits Form - MA Image
This worksheet shall be used by the Lender to determine whether the home loan listed above is in the interest of the borrower(s) pursuant to Mass. Gen. Laws.

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Tangible Net Benefits Form - MD Image
This Net Tangible Benefit Worksheet has been prescribed by the Commissioner of Financial Regulation in conformity with COMAR, for the state of Maryland.

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Tangible Net Benefits Form - ME Image
This disclosure is being provided pursuant to the state of Maine's residential mortgage lending laws.

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Tangible Net Benefits Form - RI Image
This disclosure is being provided in order to afford the protections intended by The Rhode Island Home Loan Protection Act.

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Tangible Net Benefits Form - SC Image
Complete this worksheet for a refinance of Borrowers primary residence, or a modified version if not, for the state of South Carolina.

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Residual Income Calculator Image
Non-QM Residual Income Calculator, containing total gross monthly income of all occupying borrowers, residual income, and total residual income (All Sources).

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Tangible Net Benefits Form - VA Image
This worksheet is to be used in the determination of a borrower's tangible net benefit as the benefit relates directly to the new loan extended, in the state of Virginia.

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Tangible Net Benefits Form - WV Image
Worksheet must be used in the determination of a borrower's tangible net benefit as the benefit relates directly to the new loan extended, in the state of West Virginia.

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Trust Certification Approval Image
This document contains New Penn Financials Trust Policy and Procedures.

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Bank Statement Calculator Image
12 Month Personal Statement Income Calculation Summary.

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Borrower's Affirmation of Information Image
A summary of information to make a reasonable, good-faith determination that the borrower has a reasonable ability to repay the loan they have applied for.

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Child Care Expense Form Image
The following information is required by New Penn Financial, LLC and will accompany your application for loan approval.

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Non-QM ATR Initial Disclosure Image
Borrower acknowledgement of exam of finances for ability to repay.

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Derogatory Seasoning Calculator Image
This calculator only considers each agency's seasoning requirements; a loan may "Pass" an agency's requirements, but borrower may not be eligible due other requirements.

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Payment - DTI Calculator Image
Rate, Payment, and DTI for QM and Non QM.

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FHA Acknowledgement of Closing Image
Acknowledgement of closing form for FHA loans.

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FHA Identity of Interest Image
FHA Identify of Interest certification is for any relationship where the purchaser and seller are related, and/or affiliated through a business relationship.

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FHA Streamline One Touch Checklist Image
List of required Documents based on type of FHA.

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FHA Streamline Calculator Image
FHA- Streamline Maximum Mortgage Amount Calculation.

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Active Duty Letter Image
Certification of Military Status.

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Agent Relationship Application Image
Each agent must contact the VA office with jurisdiction over its home office to obtain a VA lender ID number if it does not already have one.

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Lead Free Pipe Certification Image
Lead standard certification for water systems.

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Lender Certification Image
Certification to affirm the property has been inspected, and that if it was damaged in a recently declared disaster, that it has been restored to its previous condition.

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Nearest Living Relative Image
The Veterans Administration requires that we obtain the name, address and phone number of your nearest living relative.

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Not Inspected Acknowledgment Image
Not Inspected Acknowledgement for New Construction with 1 year Builder's Warranty.

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Max Loan Amount Worksheet Image
To be used for VA purchase and full refinance transactions. This form does not apply to VA IRRRL's.

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VA Form 26-8923 Image
This information is needed to help determine the appropriate amount of the VA-guaranteed loan intended to be processed.

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VA-26-1880 Request for COE Image
This information is needed to help determine a veteran's qualifications for a VA guaranteed home loan.

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VA Reserves - National Guard Form Image
Veteran's Certification As To Membership In The Reserves Or National Guard.

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Community Seconds Checklist Image
The checklist will serve a pre-approval for Community Second programs. For detailed information, see the Fannie Mae Selling Guide.

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Property Inspection Waiver Image
Borrowers acknowledgment of property inspection not being required, due to an Automated Underwriting System.

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CMG Image
A Joint Venture between PMI Mortgage Insurance Co. and CMFG Life Insurance Company.

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Genworth Image
Use this form for Fannie Mae and Freddie Mac Home Affordable Refinance loans (same or New Servicer) or Non-GSE Refinance loans (Same Servicer only).

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MGIC Image
Use for MGIC's HARP Refi-to-Mod program to extend coverage on a MGIC-insured original loan to a refinance loan.

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PMI Image
Form for a modification request for a PMI insured loan.

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Radian Image
RADIAN Notification of Mortgage Insurance Modification (For use with Same and New Servicer Performing HARP refinances, and all non-performing loan modifications).

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TRIAD Image
HARP Pre-Close Data Elements, loans can be reported to the MI companies prior to closing using this template.

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United Guaranty Image
Modification Request Form for non-delinquent and delinquent loans with United Guaranty.

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Common Expense History Image
Fill out the form to request and verify information.

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Project Insurance Request Form Image
Request for project insurance form, with a checklist included to ensure all required coverage is reflected on dec page.

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FHA Approved Condo Questionnaire Image
This Questionnaire contains total units in project, construction announcement, monthly assessments, and pending litigation involving the HOA.

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Conv. Submission Checklist Image
Attach this form and email documents to our project review team. Please note that this list only identifies basic documents required for most project reviews.

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Co-op Project Questionnaire Image
Cooperative Project Questionnaire containing common expenses, general project, project characteristics, sponsor, legal and financial, and management company information.

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HARP/DURP/LCOR/LPOA Condos Image
Certification form that contains project information and management company and preparer information.

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HOA Certification - Full Image
Full certification with general project information, project characteristics and amenities, legal and financial information, and management and preparer information.

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HOA Certification - Limited Image
Limited certification with general project information, project characteristics and amenities, legal and financial information and management and preparer information.

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HUD Certification - FHA Image
Certification for Individual Unit Financing, including Pre-Sale Certification.

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Borrower's Affirmation of Information (Non-Del) Image
A summary of information to make a reasonable, good-faith determination that the borrower has a reasonable ability to repay the loan they have applied for.

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Child Care Expense Form (Non-Del) Image
The following information is required by New Penn Financial, LLC and will accompany your application for loan approval.

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Non-QM ATR Initial Disclosure (Non-Del) Image
Borrower acknowledgement of exam of finances for ability to repay.

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Common Expense History (Non-Del) Image
Fill out the form to request and verify information for the New Penn Financial Non-Delegated Correspondent Program.

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Condo Insurance Certification Image
Request for Condo Insurance for the New Penn Financial Non-Delegated Correspondent Program.

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FHA Approved Condo Questionnaire (Non-Del) Image
This Questionnaire contains total units in project, construction announcement, monthly assessments, and pending litigation involving the HOA.

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Conv. Submission Checklist (Non-Del) Image
Attach this form and email documents to our project review team. Please note that this list only identifies basic documents required for most project reviews.

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HOA Certification- Full Image
Full certification with general project information, project characteristics and amenities, legal and financial information, and management and preparer information.

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HOA Certification- Limited Image
Limited certification with general project information, project characteristics and amenities, legal and financial information and management and preparer information.

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HUD Certification-FHA Image
This is the FHA HUD Condo Certification for Individual Unit Financing.

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ABA Attestation (Non-Del) Image
This form must be completed by an Authorized Broker/Lender Representative for the New Penn Financial Non-Delegated Correspondent Program.

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Collateral Delivery Checklist Image
This checklist contains list of enclosed documents for the collateral, shipping address, and important information.

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Credit Attestation Image
Contains borrowers credit obligations in their entirety.

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Delivery Checklist Image
Contains required loan documents for all loan files, FHA, VA, and conventional loans under the correspondent lending division of New Penn Financial, LLC.

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Gift Letter (Non-Del) Image
Letter for donor to input information about gift, and source of gift.

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Patriot Act Form (Non-Del) Image
Federal law requires all financial institutions to obtain, verify, and record information that identifies every customer.

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Tax Information Sheet (1) Image
This information sheet contains county, city, school, and other taxing authorities with paid through and next payment dates.

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Tangible Net Benefits Form- CO (Non-Del) Image
This disclosure is to assist borrowers and mortgage loan originators in determining the tangible net benefit that the proposed loan will provide to the borrower in CO.

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Tangible Net Benefits Form- MA (Non-Del) Image
This worksheet shall be used by the Lender to determine whether the home loan listed above is in the interest of the borrower(s) pursuant to Mass. Gen. Laws.

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Tangible New Benefits Form-MD (Non-Del) Image
This Net Tangible Benefit Worksheet has been prescribed by the Commissioner of Financial Regulation in conformity with COMAR, for the state of Maryland.

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Tangible Net Benefits Form-ME (Non-Del) Image
This disclosure is being provided pursuant to the state of Maine's residential mortgage lending laws.

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Tangible Net Benefits Form-RI (Non-Del) Image
This disclosure is being provided in order to afford the protections intended by The Rhode Island Home Loan Protection Act.

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Tangible Net Benefits Form-SC (Non-Del) Image
Complete this worksheet for a refinance of Borrowers primary residence, or a modified version if not, for the state of South Carolina.

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Tangible Net Benefits Form-VA (Non-Del) Image
This worksheet is to be used in the determination of a borrower's tangible net benefit as the benefit relates directly to the new loan extended, in the state of Virginia.

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Tangible Net Benefits Form- WV (Non-Del) Image
Worksheet must be used in the determination of a borrower's tangible net benefit as the benefit relates directly to the new loan extended, in the state of West Virginia.

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SmartVest Business Purpose Loan Certification - Borrower Image
The borrowers confirm that the loan is for business, commercial purposes and they shall not occupy the Property described above for more than 14 calendar days.

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SmartVest Business Purpose Loan Certification - LLC Image
The Borrowers confirm that the Loan is for business, commercial purposes and they shall not occupy the Property for more than 14 calendar days.

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Borrower's Authorization Form Image
Borrower's Authorization form to authorize income/asset validation and run credit reports and pull any other electronic data as necessary.

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