Notice: We have reorganized the Forms & Guides section of our site. The left hand column now houses the tutorials, underwriting submission checklists, FHA/VA/USDA documents, appraisal ordering information, closing and funding documents, mortgage disclosures, trust checklists and final docs information. We have also moved Application Packages, Account Executive information and all of the wholesale lending announcements to the far right hand column.

Please let us know if there are other ways to improve your experience with Mortgage Services III, LLC Wholesale Lending Division!

Tutorials
Paperless Submission Tutorial

Pricing
Loan Registration
Price Quote Form
Re-lock Extension 
MSI Fee Sheet
Chapter 5 of the Seller Guide
Pricing and Commitments
FHA ARM Change Dates-new

Underwriting Submission Checklists
Conforming Underwriting Submission Form-new
USDA Underwriting Submission Form-new
VA Underwriting Submission Form-new
VA Underwriting Submission Form-IRRRL-new
FHA Submission Order Checklist

FHA/HUD Documents
FHA Condo “Spot Loan” Approval Checklist 
HUD-accepted Ten-Year Protection Plans-new

USDA Documents
USDA Request for Reservation of Funds
USDA Request for Single Family
Housing Loan Guarantee

HVCC Appraisal Forms
HVCC Borrower Acknowledgement-New
HVCC FAQ's-New
Appraisal Price Sheet-New
LSI Appraisal Contact Sheet-New

HVCC Appraisal Ordering
MSI Overview Appraisal Order Process-New

Condo Questionaires
Condo Project Questionnaire
MSI Condo Questionnaire – 2-4 Unit Projects -new
Condo Questionnaire Limited Review
Fair Housing Age Restrictions Form

Closing/Funding Documentation
Closed Loan Delivery Transmittal
Doc Prep Request Form Bloomington 
Doc Prep Request Form Oakbrook
Loan Funding Request
Loan Funding Request Michigan
Loan Funding Request Michigan Fillable
Government Loan Funding Request-new
Loan Funding Request-Escrow Closing States-new
Mortgage Escrow Account Act
Buydown Escrow Agreement
Borrower Tangible Benefit Disclosure
Borrower Tangible Benefit Disclosure(Fillable)
Abatement Agreement
Applicant Identification Verification

Forms
Mortgagee Clause

Final Docs
Final Docs Transmittal
Final Docs Transmittal Fillable Form

Disclosures
LPMI Disclosure
Buydown Terms
Borrower Tangible Benefit Disclosure
Borrower Tangible Benefit Disclosure(Fillable)
Three Year IO LIBOR ARM Disclosure
FiveYear LIBOR ARM Disclosure
FiveYear IO LIBOR ARM Disclosure
SevenYear LIBOR ARM Disclosure
SevenYear IO LIBOR ARM Disclosure
TenYear LIBOR ARM Disclosure
TenYear IO LIBOR ARM Disclosure
FHA ARM Disclosure

Trust Documents
InterVivos Trust Checklist-new
Illinois Land Trust Checklist-new

Wholesale Seller Guide
Under Contruction
3.00 Representations and Warranties
5.00 Pricing and Commitments 
6.01 Conforming Product Suite
6.02 Government Product Suite
6.03 Jumbo Product Suite
6.04 Rural Development Product Suite
7.00 Underwriting Guidelines

Quick Reference Guides
Conforming Products
Jumbo Fixed Rate Products
Rural Development Products
Government Products
FHA/VA Overlays
All Product Matrix
Temporary Buydown 
MSI Overview Appraisal Order Process-New

Policy
Ineligible Settlement Agent List
MSI Excluded Appraiser List-New
Original Note & Allonge Do's and Don'ts
Mortgage Fraud Statement
MSI Holiday Schedule

Reference Materials
Fannie Mae DU User’s guide for FHA Loans

Contact Information
Mortgage Services III, LLC
Wholesale Account Executives

General MSI Contact Info

Strategic Partner
Genworth/AU Central

Broker/Banker Sign Up
Mortgage Services III, LLC Application
Mortgage Services III, LLC Viable Branch

Conducting Business In
State Licenses or Exemption List

Announcements
WPA-2009-026
Clarifications and Various Topics

WPA-2009-025
FHA ARM Change Date Calendar; POC Requirements; USDA Hazard Insurance Deductible Maximum

WPA-2009-024
Underwriting Clarifications; 2-4 Unit Condos; DU Plus™; HUD-1 Reviews/Controls

WPA-2009-023
Application Signature Requirements; MSI HVCC Timing; Property Flipping

WPA-2009-022
4506-T; Tax Transcripts; DU Refi Plus™ and other Clarifications

WPA-2009-021
UGI;Appraisal Age; TICOR Title; Government Streamlines; High Balance and DU Refi Plus™

WPA-2009-020
Fannie Mae DU Refi Plus™; Conforming High Balance Changes and New Appraisal Pricing

WPA-2009-019
Government Closing Documents; 4506-T Requirements and Various Topics

WPA-2009-018
HVCC; VA IRRRL Appraisals; USDA Income Limits

WPA-2009-017
Home Value Code of Conduct (HVCC), Clarifications and Pricing Policy Change

WPA-2009-016
Home Valuation Code of Conduct; DTI Restrictions and DU Refi Plus®

WPA-2009-015
Multiple Topics, Revisions-VA Appraisals, LPMI & Split MI guidelines, 5% test, Home Valuation Code of Conduct, Closing Protection Letter reminder

WPA-2009-014
Emergency Revision - Government Streamline Credit Report Requirements

WPA-2009-013
Important Warning regarding Internet Explorer 8

WPA-2009-012
Market Conditions Appraisal Addendum; FHA Updates; Conforming High Balance FICO Revisions

WPA-2009-011
Ohio Restrictions & other Clarifications & Revisions

WPA-2009-010
FHA Cash Out Occupancy Requirement and 2009 Temporary Loan Limits; Appraisal Reminder

WPA-2009-009
Conventional Loan Product Changes, Change in Extention Fees

WPA-2009-008
Multiple Changes and Clarifications

WPA-2009-007
Changes, Reminders and Clarifications for Government and Conforming Loans

WPA-2009-006
MSI closing back to normal!!!

WPA-2009-005
Prioritization of Purchase Transaction Closings

WPA-2009-003
Multiple Topics

WPA-2009-002
Pull Through Policy, Tax Transcripts,
Appraisal Forms and Closing Protection Letter

WPA-2009-001
2009 Government Loan Limits