This page contains all of the various Documents and Forms you will need to submit loans and do business with Platinum Mortgage, Inc.

The forms and documents under the "Submission Docs" are the required documents for a Wholesale/Correspondent/VA/GUS Loan Submission to Platinum Mortgage's Setup Department.

Please read the "Tips for Submitting a Loan" document to help you with a successful submission.

Please also visit the CFPB's Housing Counselor List page located here to provide a list of housing counselors for the loan.

Documents & Forms

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Filename Size Date
00 Submission Docs
01 FAST-LANE Submission Checklist-Fillable 381.94 KB 2023-04-06
Appraisal Valuation Timing Waiver 264.05 KB 2022-08-11
Borrower Loan Officer Cert of Intent to Proceed LE FINAL 7 2015 - Fillable 95.99 KB 2022-09-22
Changed Circumstance Form FINAL - fillable - LE v1.doc 98.23 KB 2022-09-16
LE Acknowledgement Rev 10 2015 - Fillable 154.2 KB 2022-10-16
New Loan Submission Form Rev.01.04.2016-fillable 233.8 KB 2023-01-19
04 GUS Submission Docs
GUS Registration Form_1_11_16 106.97 KB 2023-01-12
05 Wholesale Setup, Submission Documents
Addendum to Broker Corr Agmt (LO Comp) Rev. 3.15.11 299.66 KB 2023-03-11
Broker Application Packet Rev 01 07 2015 1.8 MB 2023-02-10
Broker DU request Instructions V2 39.53 KB 2023-03-11
Closing Fee Sheet rev 12 23 15 127.52 KB 2023-03-24
DU On Line Registration 980.95 KB 2023-03-11
Procedure for Uploading 1003 432.17 KB 2023-06-14
VA Agent Application Form V2 40.69 KB 2023-03-11
VA Agent Instructions 32.27 KB 2022-09-23
W-9 Rev. 8.1.13 109.59 KB 2022-11-27
06 Correspondent Setup, Submission Documents
Broker DU request Instructions v2 39.53 KB 2023-03-11
Conversion to Correspondent Packet Rev 10 23 13 1.47 MB 2023-04-11
Correspondent - Reminder of UCD Import 183.2 KB 2023-03-11
Correspondent Depository Packet Rev 01 07 2015 2.37 MB 2023-02-10
Correspondent Final Closing Fee Sheet Rev 12 23 15 120.84 KB 2023-02-10
Correspondent Flow Chart 94.41 KB 2022-08-26
Correspondent Funding Requirements Checklist 57.85 KB 2023-03-26
Correspondent New Customer Packet Rev 01 07 2015 2.34 MB 2023-02-10
DU On Line Registration 980.95 KB 2023-03-11
Procedure for Uploading 1003 432.17 KB 2023-06-14
UCDP User Guide 93.13 KB 2023-03-13
07 FHA Docs
BUILDER'S CERTIFICATION OF PLANS, SPECS & SITE 354.86 KB 2022-09-03
FHA Gift Letter 25.71 KB 2023-03-11
FHA SIM Doc 12.23 KB 2023-03-11
FHA Specific Disclosures 1.84 MB 2023-04-25
FHA Sponsorship Request Form Rev. 03.06.12 192.35 KB 2023-03-11
NEW CONSTRUCTION SUBTERRANEAN TERMITE SOIL TREATMENT RECORD 218.11 KB 2023-06-03
Net Tangible Benefit Worksheet 307 KB 2023-03-11
SUBTERRANEAN TERMITE SOIL TREATMENT BUILDER'S GURARNTEE 222.25 KB 2023-06-03
Tips for submitting a loan 318.44 KB 2023-02-01
WARRANTY OF COMPLETION OF CONSTRUCTION 268.63 KB 2023-04-10
08 USDA Docs
BUILDER'S CERTIFICATION OF PLANS, SPECS & SITE 354.86 KB 2022-09-04
FormRD3555-21_Rev.12.14 242.82 KB 2022-12-01
GUS Submission Request Form Rev. 12.13.2013 109.14 KB 2022-12-13
NEW CONSTRUCTION SUBTERRANEAN TERMITE SOIL TREATMENT RECORD 218.11 KB 2023-06-03
SINGLE FAMILY HOUSING GUARANTEED LOAN PROGRAM 3555 UPDATE 6.06 MB 2023-03-08
SUBTERRANEAN TERMITE SOIL TREATMENT BUILDER'S GURARNTEE 222.25 KB 2023-06-03
USDA_Household_Member_Disclosure_Rev.11.24.2014 660.03 KB 2022-11-24
WARRANTY OF COMPLETION OF CONSTRUCTION 268.63 KB 2023-06-03
09 VA Docs
BUILDER'S CERTIFICATION OF PLANS, SPECS & SITE 354.86 KB 2022-09-03
Child Care Statement 179.64 KB 2023-03-11
Military Activation Deployment Certification 202 KB 2023-07-15
NEW CONSTRUCTION SUBTERRANEAN TERMITE SOIL TREATMENT RECORD 218.11 KB 2023-06-03
SUBTERRANEAN TERMITE SOIL TREATMENT BUILDER'S GURARNTEE 222.25 KB 2023-06-03
Statement of Nearest Living Relative 174.23 KB 2023-03-11
VA Agent Application Form V2 40.69 KB 2023-03-11
VA Agent Instructions 32.27 KB 2022-09-23
VA CABO-SAFE DRINKING WATER Rev 09 03 13 43.73 KB 2022-09-03
VA COE Request 496.33 KB 2023-03-11
VA Documents and Disclosures 2011 V4 4.57 MB 2023-01-14
VA Funding Fee Certification 167.96 KB 2023-03-11
VA Guaranty calculator rev. 2-6-14 39 KB 2023-02-17
VA IRRRL WORKSHEET 1-25-16 59.73 KB 2023-01-26
VA JUMBO WS-CALCULATOR Rev. 5-15-14 41.5 KB 2023-03-25
Veteran Certification for VA Property Recently Declared Disaster-fillable 62.48 KB 2023-03-23
WARRANTY OF COMPLETION OF CONSTRUCTION 268.63 KB 2023-06-03
10 Lock Forms
14-01-27 - Lock Revision Policy Change 419.4 KB 2023-03-18
11 Miscellaneous Docs & Disclosures
10-14 WARNING 10.89 KB 2023-04-15
Changed Circumstance Form Rev. 8.12.10 277.11 KB 2023-03-11
Checklist for POA 674.73 KB 2022-11-14
Disclosure Notice 19.31 KB 2023-03-11
Domestic Partnership-Civil Union Addendum Rev. 08.06.13 80.38 KB 2023-08-06
Esign Vendors 179.36 KB 2022-12-01
FNMA FORM 1019 HOMEREADY 29.07 KB 2023-01-07
FNMA condo_questionnaire_form_full 2.39 MB 2023-03-29
FNMA condo_questionnaire_form_short 1.81 MB 2023-03-29
Fee Schedule - Appraisal Nation 316.07 KB 2023-02-15
Fee Schedule - Appraisal Nation.pdf 315.48 KB 2022-11-20
Fee Schedule - Clarity Appraisal Management 341.61 KB 2022-10-02
Fee Schedule - US Appraisals 131.08 KB 2022-10-05
Gift Letter Form 33.1 KB 2023-03-17
LANDLORD EDUCATION 289.03 KB 2023-01-12
LP CREDIT VENDORS 276.81 KB 2023-01-19
New Net Tangible Benefit Worksheet 307 KB 2023-03-11
Patriot Act Form 53.4 KB 2023-03-11
RENTAL INCOME CALCULATOR REV. 3-25-14 38.79 KB 2023-03-25
REVISED 4506-T 09-2015 105.24 KB 2022-10-23
SSA-89 630.4 KB 2022-10-29
STUDENT LOANS 91.6 KB 2023-03-08
Settlement Fee Policy rev 4.11.14 193.35 KB 2023-04-28
Tax Information Sheet Rev. 03.21.2014 37.93 KB 2023-04-04
Thumbs 32.5 KB 2023-01-07
Tips for submitting a loan 318.44 KB 2023-02-01
True & Correct Certification Letter of Transfer 18.86 KB 2022-11-04
Verbal VOE V3 217.47 KB 2023-03-11
landlord-guidance 510.96 KB 2023-01-07
12 Recent RESPA & TILA Updates
13-41 ATR AND QM 830.05 KB 2022-12-17
13-45 NMLS ID Disclosure Requirements and Originator Comp Rule Changes 906.95 KB 2022-12-26
13-46 RESPA Homeownership Counseling Disclosure Requirements and HOEPA Changes 813.47 KB 2022-12-30
2010 RESPA GFE Guide 752.81 KB 2023-03-11
Ability-To-Repay - Qualified Mortgage FAQ.pdf 91.83 KB 2022-12-23
Borrower Paid Compensation Example 268.34 KB 2023-03-15
Broker Comp Election Form 03.23.2015 267.35 KB 2023-03-09
Correspondent Disclosures 801.6 KB 2022-08-20
ECOA APPRAISAL DELIVERY REQUIREMENTS 379.86 KB 2023-02-04
Homeownership Counseling Disclosure Information 332.3 KB 2023-01-31
How to obtain RESPA Homeownership Counseling Disclosure List 487.12 KB 2022-12-30
LO Compensation Changes Overview 56.55 KB 2022-12-27
Lender Paid Compensation Example 1.05 MB 2023-01-24
Loan Originator Compensation FAQ 275.55 KB 2022-09-11
RESPA Homeownership Counseling Overview 59.23 KB 2022-12-27
13 TRID Resource
BLANK - CD - Purchase 92.02 KB 2023-06-11
BLANK - CD - Refi 52.13 KB 2023-06-11
BLANK - LE - Purchase 59.49 KB 2023-06-11
BLANK - LE - Refi 40.45 KB 2023-06-11
Borrower Loan Officer Cert of Intent to Proceed LE FINAL 7 2015 - Fillable 95.99 KB 2022-09-22
Borrower Paid vs. Lender Paid Compensation 902.37 KB 2022-09-10
Brokered Transactions Guide 36.6 KB 2022-08-20
Changed Circumstance Form FINAL - fillable - LE v1 doc 116.67 KB 2022-10-15
Correspondent LE Guide V2 1 25 2016 1.41 MB 2023-01-26
Correspondent Transactions Guide 36.34 KB 2022-08-20
DRAFT CD CHECKLIST 46.7 KB 2022-11-19
EZ LE FEE PLACEMENT GUIDE 92.51 KB 2022-10-08
Fees & Charges List 9-29-2015 171.83 KB 2022-11-19
Frequently Asked Questions - TRID 74.93 KB 2022-09-24
LE - Rounding Guide 1.16 MB 2023-07-31
LE Acknowledgement Rev 10 2015 - Fillable 154.2 KB 2022-10-16
New Loan Submission Form Rev.01.04.2016-fillable 125.87 KB 2023-01-04
Owner's Title Premium on the LE 230.64 KB 2022-10-20
SAMPLE PURCHASE DRAFT CD FOR CLSG AGENTS 82.71 KB 2022-11-19
SAMPLE REFI DRAFT REFI CD FOR CLSG AGENTS 79.86 KB 2022-11-19
Summary of TRID Changes 10 13 2015 101.12 KB 2022-10-14
TRID Guide for Broker Transactions FINAL 8 25 2015 1.71 MB 2022-08-26
TRID Guide for Correspondent Transactions FINAL 8 24 2015 1.64 MB 2022-08-26
TRID Responsibility Matrix 8 11 2015 75.62 KB 2022-08-13
TRID Tolerance Chart - Platinum FINAL v 6 8 2015 33.56 KB 2022-08-11
Timing Chart - CD - Mailed 44.84 KB 2023-07-30
Timing Chart � CD � Other Delivery 44.92 KB 2023-04-01
Tips for submitting a loan 318.44 KB 2023-02-01
Top 10 Loan Estimate (LE) Tips 319.32 KB 2023-02-01
Wholesale Corr CD Guide v2 FINAL 1 25 2016 2.32 MB 2023-01-26
Wholesale Borrower Docusign Instructions 166.14 KB 2022-09-29
Wholesale LE Guide V2 1 25 2016 1.44 MB 2023-01-26
14 Freddie Mac
LP CREDIT VENDORS ACCEPTED 275.7 KB 2022-09-11

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