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Tools & Tutorials

Worksheets, checklists, tutorials and helpful guides.
Ability To Repay Worksheet Image
Closing Document Matrix Image
The matrix outlines our forms and documents.

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Smart Series Calculator Image
Use this worksheet to calculate SMART SERIES Loans.

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LP Open Access (LPOA) Product Profile Image
This matrix provides overlays that are applicable to agency loans submitted to LPA.

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Approved AMC List Image
Non-Delegated Correspondents are required to use a New Penn approved AMC for all Shellpoint portfolio or SMART Series loans, but not VA, FHA or Conventional loans

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APR Finance Charge Matrix Image
This matrix is a list of various fees and charges considered to finance charges

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Correspondent Partner Reference Guide Image
This guide contains the Partner information for the New Penn Financial Non-Delegated Correspondent Program.

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Fee Schedule Image
Actual set of fees to be charged.

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Gift Fund Checklist Image
This checklist is for underwriter to input information about gift, and source of gift. To be used at closing.

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LION Video Tutorial: Non-Delegated Locking & Submitting Loans Image
This tutorial offers valuable information on how to lock and submit to New Penn Financial National Correspondent Division.

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Loan Purchase Submission Checklist Image
Submission checklist for Loan Purchases for the New Penn Financial National Correspondent Division.

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RESPA-TILA Integrated Disclosure Timing Chart Image
VISA Classification Matrix Image
he Visa Classifications Chart is a reference guide to the visa classifications issued by the Immigration and Naturalization Service (INS). This chart provides a summary o

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