Forms Library
Every form you need to submit cleanly — in one place.
Business narratives, appraisal transfers, condo questionnaires, the broker package, and business-purpose affidavits. Tap a card to open the PDF in a new tab, copy the mortgagee clause in one click, or pull up the entity-closing checklist.
Mortgagee & Loss Payee
Total Quality Financial IncISAOA/ATIMA630 West Carmel Ave #160Carmel, IN 46032- Business NarrativeRequired for all bank statement loans (PDF, opens in a new tab)Appraisal Transfer to TQL Ltr & InstTransfer letter and instructions to assign appraisal to TQL (PDF, opens in a new tab)Standard Condo Questionnaire (All-Transactions)Standard condominium questionnaire for all transaction types (PDF, opens in a new tab)
- TQL Broker Package (Manual Input)Sign up and get access to our broker platform (PDF, opens in a new tab)Business Purpose AffidavitBusiness purpose occupancy affidavit for investment loans (PDF, opens in a new tab)Appraisal Transfer Letter (TO=TQL)Transfer existing appraisal to TQL (PDF, opens in a new tab)
- Anti-Steering DisclosureLPC deals only - Required anti-steering agreementBusiness Purpose (W9 Form)Standard W9 form for business purpose loansCondo Questionnaire - Full Review (Standard)Standard FNMA full review condo questionnaire (PDF, opens in a new tab)Condo Questionnaire - Limited ReviewLimited review condo questionnaire (PDF, opens in a new tab)ACH / Mortgage Payment SetupSet up automatic mortgage payment via ACHState of NY Referral AttestationNY unlicensed business purpose attestation (Updated) (PDF, opens in a new tab)