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Wholesale & Correspondent  ·  NMLS #344236

AE Desk: (800) 830-5626

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Forms & Resources

Everything your file needs, in one place.

Guides, checklists, and forms for AMP RTL partners. Current versions are distributed by your account executive so nothing in your pipeline runs on a stale document.

Partner Library

Forms & resources

Program Guideline Package

Complete underwriting guidelines: Credit Policy, Bridge, Renovation, Ground-Up Construction, plus the Leverage Adjustment Schedule and state eligibility list.

Request from AE

Current Rate Sheets

RTL and DSCR pricing by program, tier, and FICO — refreshed regularly and distributed to approved partners.

Request Access

Submission Checklist

The complete intake checklist — entity docs, guarantor items, property docs, and rehab/construction packages.

View Checklist

Broker Approval Package

Broker agreement, W-9, licensing disclosure, and principal background authorization to become an approved partner.

Start Approval

Scenario Worksheet

A one-page worksheet for structuring investor scenarios before submission — the same fields our desk prices from.

Request from AE

State Eligibility & Overlays

Where we lend, declining-market overlays, and judicial-foreclosure adjustments — refreshed quarterly.

View Summary

Version control: guidelines and rate sheets are dated documents. Always confirm you’re working from the current version with your AE before quoting — summaries on this site are for reference only.

Need something not listed?

Your AE is one call away — forms, guidelines, pricing, or a second opinion on structure.

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