We offer you a variety of delivery methods allowing you to make the right decisions for your business. Our AOT/Direct Trade is one of those options. With our one-team approach, you have the benefit of working directly with your Chase Mandatory Team, who know your and your business. Chase offers competitive pricing, flexible delivery schedule, and strong relationship management. At Chase we realize in today's market you must explore and take advantage of every opportunity to minimize costs and maximize profits. As a Chase Mandatory customer, you retain control and flexibility affording you the power to direct your production and increase your returns.
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Programs and Products
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Eligible products |
FHA/VA, Conventional Fixed Rate Loans per Chase guidelines |
| Minimum trade amounts |
- AOT: $500,000 ($250,000 GNMAII)
- Direct Trade: No Minimum
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| Delivery |
5 delivery dates per pool month with delivery period price adjusters |
| Delivery tolerance |
+/-2.00% |
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Commitment Management
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Funding |
Flow |
| Commitment rolls |
At market price
Maximum of 2 rolls allowed
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| Swaps |
Available between eligible products, terms and security rates |
| Pair offs |
Based on current market security price vs. original security price |
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Loan Level Adjusters
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Loan extensions |
3 days to clear suspense items prior to extension fees being assessed
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| Fees and adjusters |
Fees and Feature price adjusters apply to loans as stated in the Correspondent Lending Guide and/or daily rate sheet |
For more information please contact your Account Executive.
Mandatory Pricing: 800-250-5015
CHF.Mandatory@chase.com