Loading...

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
Submit your loan to New Penn with our All-In-One Submission Form for Agency, Jumbo, and Government loans.

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

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

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

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

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

Download
Anti-Steering Disclosure
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.

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

Download
Arms Length Transactions
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.

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

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

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

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

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

Download
Closing Fee Sheet
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.

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

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

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

Download
LPC Declaration
Compensation Declaration Form ‐ Lender Paid.

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

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

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

Download
Occupancy Certification
Certification of borrowers occupancy in the property.

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

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

Download
Rental and Bedroom Count
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.

Download
Solar Panel Checklist
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).

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

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

Download
Tangible Net Benefits Form - CO
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.

Download
Tangible Net Benefits Form - MA
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.

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

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

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

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

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

Download
Tangible Net Benefits Form - VA
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.

Download
Tangible Net Benefits Form - WV
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.

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

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

Download
Borrower's Affirmation of Information
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.

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

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

Download
Derogatory Seasoning Calculator
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.

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

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

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

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

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

Download
Active Duty Letter
Certification of Military Status.

Download
Agent Relationship Application
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.

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

Download
Lender Certification
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.

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

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

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

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

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

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

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

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

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

Download
Genworth
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).

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

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

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

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

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

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

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

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

Download
Conv. Submission Checklist
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.

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

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

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

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

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

Download
Borrower's Affirmation of Information (Non-Del)
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.

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

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

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

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

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

Download
Conv. Submission Checklist (Non-Del)
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.

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

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

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

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

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

Download
Credit Attestation
Contains borrowers credit obligations in their entirety.

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

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

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

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

Download
Tangible Net Benefits Form- CO (Non-Del)
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.

Download
Tangible Net Benefits Form- MA (Non-Del)
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.

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

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

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

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

Download
Tangible Net Benefits Form-VA (Non-Del)
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.

Download
Tangible Net Benefits Form- WV (Non-Del)
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.

Download
SmartVest Business Purpose Loan Certification - Borrower
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.

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

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

Download

If you have more questions contact us here