Knowledge On Loan
 
Terri Buckman
 
Terri Buckmanspace
Terri Buckman
VP, Sales Manager

Pinnacle Capital
Mortgage Corporation
1390 Willow Pass Road
Suite 560
Concord, CA 94520
email Terri
925.822.5931
 
Shelley Thurlow
Shelley Thurlow
RVP, Branch Manager
email Shelley
925.822.5287
 
 
FORMS
     
Submission Forms  
  Loan Submission Form  
  Loan Submission Checklist  
  Doc Request  
  Doc Request-Affiliate version  
  Respa Fee Sheet  
  Doc Request-Respa Fee Sheet  
  Doc Request-Credit Breakdown Worksheet-VA mandatory  
  Cert of Receipt of GFE and Intent to Proceed  
  Changed Circumstance/Request for Revised GFE  
  FHA Streamline Loan Submission Checklist  
  FHA Streamline Worksheet WITHOUT appraisal  
  FHA Streamline Worksheet WITH Appraisal  
  PCM Closing Cost Worksheet  
  SSN Verification Authorization  
  VA Appraisal Request  
  VA Documentation Checklist  
  SSPL  
  Affiliated Business Agreement Disclosure  
  Servicing Disclosure  
  Lock Request Form (editable version) Note: on-line lock recommended  
  Appraisal Report Delivery Initial Disclosure  
  4506 -T REQUEST FOR TRANSCRIPT OF TAX RETURN  
  Mortgage Broker Fee Disclosure  
 
Other Miscellaneous Forms  
  • Broker Approval Application  
  • New FHA MIP Schedule (October 4th)  
  • PCM Operations Team Contact Info  
  • Appraisal Appeal Request  
  • Condo Questionnaire-Full Review  
  • Condo Questionnaire-Limited Review  
  • Ordering Appraisal Conditions-Rebuttals-Reinspections  
  • Loan Quality Initiative (LQI) PCM Policy  
  • LDP/GSA Participants Form  
  • LDP/GSA Job Aid  
  • PCM Pricing Policies & Procedures  
  • Respa Policy Statement-PCM Wholesale  
  • Respa FAQs-PCM  
  • RESPA-MDIA Training Calendar-Wholesale  
  • RESPA-MDIA Training Calendar-Retail  
  • GFE Visual Training Aid  
  • Changed Circumstance Matrix  
  • Gift Letter  
  • USDA Additional Borrower Information  
  • VA Recognition of Agency Relationship  
  • Pacific Coast Appraisal-PCM AMC (price indicator sheet)  
  • 3 Questions to ask your Credit Vendor when Re-issuing Credit  
 
    Terri's Document Library    
   
 
 File Name  
200 Club Information Donation Form.pdf
CAMP Leg Talking Points.pdf
Credco Credit Refresh Report.pdf
EducationCertification.pdf
Fed LO Comp - In Their Own Words.pdf
FHA Guidelines-PCM.pdf
Frank-Dodd Wallstreet Reform summary.pdf
Homepath Product Guidelines.pdf
Merkley Amendment.pdf
My Community Guidelines.pdf
Notice_MLO_Apps052810.pdf
PCM Endorsment Flyer.pdf
PCM_Flyer_12Questions.pdf
Platinum Partners Release.pdf
Quick Reference Guides Order Form.pdf
S3217 Amendment-CAMP Overview.pdf
VA Guideline Summary Matrix.pdf
VA Guidelines.pdf
VA IRRRL Summary Matrix.pdf
   
         
 
 
 
STANDARD
CONFORMING LIMITS
space
HB CONFORMING
& FHA LIMITS
 
TERRI'S BLOG
Comp Reform Dominates CAMP Show Chatter in Long Beach
FHA Changes Also a Hot Topic

I had to note the irony of the CAMP and CMBA joint show in Long Beach last week. Our quasi merged trade shows seemed like a metaphor for our merging business channels. But it was a happy merger as we increasingly become aware that we are all in this together.

We will need to work in tandem to be heard by our legislators to effect change and protect our ability to best serve the consumer while maintaining the ability to sustain our businesses.

The show's topics revolved largely ar...
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