Guidelines – Semi-Annual

Our semi-annual guideline report focuses on jumbo lending for both retail and high net-worth borrowers. These reports detail the specific requirements and criteria for each lenders’ loan options ranging from amortized to interest-only. Our reports cover mortgage lending practices and include:

  • Occupancy
  • Doc Type
  • Property
  • DTI
  • FICO
  • Reserves
  • LTV / CLTV
  • Max Loan Amount
  • Max Cashout
  • Deposits and Investments

Our comprehensive reports highlight each lenders’ modifications with a summary of report changes.

Contact us to request a sample Guideline Report