Admin

Educate your buyers on the new conventional requirements

By
Mortgage and Lending with Guaranteed Rate, Inc NMLS ID:108672 More Info.

Loan Quality Initiative

In response to Fannie Mae's LL 2010-02, we will be implementing guidelines and procedures to ensure compliance with LQI. This will be a work in progress. Expect fine tuning along the way. This applies to loan applications taken on or after June 1st and will only apply to conventional conforming loans.

Undisclosed Debt

We will be doing a soft pull credit report during the 24 hours prior to closing. If there is significant change to balances or additional credit we would then need to rescore and run through the AUS system and reevaluated by underwriting. This could affect pricing and/or approval. Please advise your borrowers at application (mandatory borrower form attached).

Updates to Social Security Number Requirements

For loans that receive red flags for SS# verification through fraud prevention software and or DU/LP, the accuracy of the SS# must be validated directly with the Social Security Administration using Form SSA-89 or direct validation by a third party.

Validation of Qualified Parties

Loans originated, underwritten or serviced by individuals or companies that are on the Federal General Administration's (GSA) Excluded Party List or HUD's Limited Denial of Participation (LDP) list are ineligible.

Occupancy Requirements

For Owner-occupied transactions, documentation to confirm the applicant's intent to occupy as their principal residence is required if there is any address discrepancies or recent transactions for other properties that were identified as principal residences.

Recent Inquiries

As a result of credit inquiries, the loan may be subject to additional requirements. If additional credit was obtained, a verification of the debt must be provided and the borrower must qualify for the rate, terms and approval again. The verification can be achieved through a direct verification with the creditor of use of a credit supplement.

This gives you an overview of what to expect. We will update and get into more details as we work through this. Getting a mortgage will not be for the faint hearted. Please be proactive with your customers, and make sure they don't jeopardize the transaction with additional credit.

Posted by

Michael Pond

Branch Manager/Loan Officer, NMLS 108672

Envoy Mortgage, NMLS 6666

704-517-2250 cell

 

Comments(3)

Show All Comments Sort:
Joan Whitebook
BHG The Masiello Group - Nashua, NH
Consumer Focused Real Estate Services

I was aware of most of these  ... and actually thought most were already in place.  Can you further clarify this one... I am not sure what it is.  Thanks

Loans originated, underwritten or serviced by individuals or companies that are on the Federal General Administration's (GSA) Excluded Party List or HUD's Limited Denial of Participation (LDP) list are ineligible.

Jun 25, 2010 03:00 PM
Michael Pond
Guaranteed Rate, Inc - Charlotte, NC
The Michael Pond Team

Hi Joan, thanks for your comments.  Lenders have always had the right to check the borrower's credit before closing - a very small percentage actually did.  It is a requirement now.

The LDP - Limited Denial of Participation list is a list kept by HUD of any and all parties banned from participating in a transaction financed or insured by HUD/FHA/VA/USDA.  Now that extends to Fannie Mae insured loans.    This rule should not affect you or the typical honest agent. 

Thanks for your great question.

Jun 25, 2010 03:48 PM
Michael Pond
Guaranteed Rate, Inc - Charlotte, NC
The Michael Pond Team

Thank you Pamela!

Jun 25, 2010 03:49 PM