Resources
The operational half of the relationship: what the desk is running, what to send, and what changed this week.
Operations
What the desk is running now, by stage. Business days, Pacific time.
Effective —
| Stage | Purchase | Refinance |
|---|---|---|
| Loading the board… |
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Holidays excluded. A file missing an item on the submission checklist is not in the queue until that item lands. The effective date is edited by hand and does not advance on its own.
Partner portal
Register a loan, price it, upload against the checklist, clear conditions, request documents and file a change of circumstance. Credentials are issued to a named user at approval — each originator submitting under your NMLS gets their own, which is also what makes the audit trail worth keeping.
For files we underwrite and draw documents on.
Request accessUnderwriting decisions, purchase advice and delivery for files you close in your own name.
Request accessBoth buttons point at the approval form until the portal login URLs exist. When your LOS gives you the two addresses, change the two href values here and nothing else.
Forms & packages
Approved partners find all of these inside the portal. The two application packages are the only ones you need before approval.
| Document | Channel | When | Where |
|---|---|---|---|
| Before approval | |||
| Broker application packageIncludes the broker agreement and compensation election | Broker, mini-corr | With your request | Ask the desk |
| Non-delegated correspondent packageAdds financials and warehouse details | Correspondent | With your request | Ask the desk |
| Per file | |||
| Submission checklist | All | At registration | Portal |
| Anti-steering disclosure | Broker | Before docs | Portal |
| Change of circumstance | All | Within 3 days of the change | Portal |
| Borrower authorisation | All | At submission | Portal |
| Credit report reissue | All | At submission | Portal |
| Annually | |||
| Licence and insurance renewalState licences, E&O, fidelity bond | All | On expiry | Portal |
| Recertification | All | Each year | Portal |
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The two application PDFs are not hosted on this site yet. Upload them and link them from the two Ask the desk cells; until then the account executive sends them on request.
Announcements
Every change to a credit box or an adjustment, posted the day it takes effect and emailed to approved partners the same morning. Kept here so a bulletin can be found again after the email is gone.
Daily rate sheet
Posted pricing for every channel and programme, with the day's adjustment grid attached. It goes out when the desk posts, not on a timer.
Reference
Pointed at the agencies and insurers directly rather than at our copy of their guidance, so what you read is current.
External sites, linked for convenience. Linkhome does not control their content, and nothing on this list overrides our own guidelines.
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