Training Video – Blue Sage LOS Blue Sage Broker Portal – Part 1 Blue Sage Broker Portal – Part 2 Initial set-up of username and password How to create a new user How to reset a password How to price a scenario How to register a loan How to lock a loan How to get a MI quote How to run AUS in Blue Sage How to send out initial disclosures How to sign initial disclosures (as a borrower) How to E-Sign Disclosures (as a Loan Officer) How to submit a loan How to upload conditions & send file to UW Realtor Reference Guide – Condensed – 2025 NDC PowerPoint NDC Purchasing Process Affidavit of Understanding Regarding Future Retirement Benefits Affidavit of Understanding Regarding Pay Stubs DSCR Cash-out Refinance VA Flyer Refinance Flyer National Dr. Loan Flyer ROV Request Form ROV Submission Cover Page Social Media: Overwhelmed Social Media: Financial Tips for First Time Homebuyers ITIN Home Opportunity Loan Realtor Reference Guide 2025 Social Media: Back to School 4 Social Media: Back to School 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Guidelines Florida Housing Finance Corporation-Lakeview Conventional Guidelines Florida Housing Finance Corporation- Lakeview Government Guidelines City of Memphis-Guidelines OHFA-Government Guidelines OHFA-Conventional Guidelines OHFA-Lakeview Conventional Guidelines OHFA-Lakeview Government Guidelines TSAHC Lakeview Government Guidelines TSAHC Lakeview Conventional Guidelines TSAHC Guidelines CALHFA California Housing Guidelines-Government CALHFA California Housing Guidelines-Conventional 2021-18 COVID-19 Update- FHA/USDA 2021-14 COVID-19 Update- FHA/USDA CALHFA California Housing Lakeview Guidelines – Government CALHFA California Housing Lakeview Guidelines – Conventional Submission/LE Request Checklist Closing Request Form Pricing a Loan Registering and Locking a Loan Extending and Editing a Lock URLA Sections 5 – 9 and Lender Information URLA Section 3 & 4 URLA Section 1 & 2, Continuation Sheet and Unmarried Addendum FEMA Declared Disaster Counties 2020-37 FNMA COVID-19 Guideline Update 2020-39 Wholesale Announcement Disaster Announcement DA-20-2 California Wildfires New URLA 2020 Forms URLA 2020 Project 2020-34 Adverse Refinance Fee Correspondent Fee Schedule Insurance Policies and Requirements Private Flood Insurance Requirements Disaster Announcement DA-20-5 Hurricane Sally Disaster Announcement DA-20-4 Oregon Wildfires Winds Disaster Area – Property Re-Inspection Requirements Disaster Announcement DA-20-3 Louisiana Hurricane Laura Disaster Announcement DA-2-01 Iowa Severe Storms 2020-33 FHA: Self-Employment & Rental Income 2020-30 VA: Veterans in Forbearance & IRRRL’s 2020-35 FHA Self-Employment & Rental Income 2020-32 VA: IRRRL’s and Borrowers in Forbearance Appraisal Transfer Policy COVID-19 Business Impact & Continuity Attestation COVID-19 Business Impact & Continuity Attestation Forbearance after Purchase 2020-8,10&16 Government Loan Programs 2020-7,11,16,21,24&27 Conventional Announcements 2020-08,13,18,26&29 Conventional Announcements 2020-10,12&18 Government Loans 2020-16 & 21 Forbearance notices for NDC 2020-14 Wholesale Announcement 2020-11 Wholesale Announcement 2020-09 Wholesale Announcement 2020-09 IRS Transcripts 2020-14 Forbearance Attestation Announcement 2020-12 Adjustable Rate Mortgages FCM URLA Update April 14, 2020 Lender Forbearance Attestation Editing PDF Flyers FHA Loans Rent vs Buy FHA Single Unit Condo Approval 4506-C new FCM 2025 Reasons to Refinance August- Important URLA Update- Industry wide VA Loan Comparison Correspondent Lending Territories ARCH FHA Maximum Mortgage and NTB Worksheet VA IRRRL Net Tangible Benefit Worksheet FHA MIP and VA Funding Chart Links ENACT (formally Genworth) Essent Quick Reference Contact Sheet FHA Case Number Assignment Request Form Loan Limits FHA Condo Cert HUD Approved Condos VA Approved Condos PERS Approved Projects Purchase Review Checklist Preclosing UW Sub Checklist POA UW Checklist Rate Lock Policy Submitting a Loan for Underwriting Submitting a Closed Loan AMC Contacts MGIC THDA Docs Credit Inquiry Letter LO Certification/Intent to Proceed Blank Gift Letter Mortgage Broker Fee agreement Property Inspection Waiver PIW FHA Single Unit Approval Questionnaire VA Condo Submission Checklist FHA Condo Cert HUD Approved Condos VA Approved Condos CIC Request TBD Submission Sheet RD 3555-21 National MI Lock and Shop Agreement- Instructions Temporary Buydown Agreement- Fillable Lock and Shop Rate Lock Agreement Temporary Buydown Schedules Temporary Buydown FAQ’s Radian Temporary Buydown Calculator Lock and Shop Float Down Terms and Agreement Lock and Shop Rate Lock Agreement – NDC Only Lock and Shop Float Down Terms and Agreement- NDC Only July 8- Section 3- Financial Information_REO June 24- Section 2- Financial Information June 17- Section 1- Borrower Information June 3- Intro to Form- Important Dates May 20- Something Big is Coming FCM Correspondent Seller Guide USDA 3555 Technical Handbook VA Lenders Handbook 4000.1 FHA Single Family Housing Policy Handbook 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