Wholesale Broker Resources

To get the job done right!

READY TO BEGIN YOUR LOAN APPLICATION?

APPLY NOW

Request Forms

Reverse Prequal Form (PDF)
HECM Scenario Request Form – Online
FHA Case Transfer Request Form (Download to digitally sign and save)

Sales Help

Checklist & Job Aids

Wholesale Submission Checklist English (PDF)
Wholesale Submission Checklist Spanish (PDF)
Power of Attorney (PDF)
Manufactured Home Checklist (PDF)
TRUST CHECKLIST (PDF)
Understanding Title (PDF)
Loan Docs Expiration (PDF)
FHA Case Number and Steps – Job Aids (PDF)

FAQs

What is a Tri-merge Report?
How to read your personal taxes
Broker Work Flow << New
HECM Financial Assessment FAQs (PDF)
LESA – FAQ (PDF)
Servicing FAQs (PDF)

Reverse For Purchase

Reverse Purchase Checklist (PDF)
HECM for Purchase Pre-Approval Form (PDF)
Wholesale Purchase Submission Checklist (pdf)

Condo Approval

Single Unit Condo Approval (PDF) << NEW
Single Unit Condo Review (pdf) << NEW

Guidelines

Reverse Underwriting Guidelines (PDF)
Financial Assessment Guidelines (PDF)

Presentations

Reverse Mortgage 101 PowerPoint << NEW

Training Videos

At Trust Lending, we believe buying or refinancing a home is a matter of trust—and we’re here to earn yours. With over 15 years of experience, we’ve helped countless homebuyers and homeowners secure affordable, flexible mortgage solutions tailored to their needs.

Personalized Loan Solutions – We customize every loan to match your financial goals.
Expert Guidance – Our experienced team walks you through every step of the process.
Fast & Smooth Approvals – We streamline the process to get you approved quickly.
Technology-Driven Service – We invest in the latest tools to make your experience hassle-free.
Strict Compliance & Integrity – We follow all industry best practices, ensuring transparency and trust.