Online Guides

Chase Online Guides! Information on your screen not on your desk.

You'll find our Correspondent Lending Guide online and accessible directly from our site. We've built this resource to provide you with the information you need and in a format that makes it easier and faster for you to access and use.

Find the most up-to-date information on:

Chase product and program guides
Reference guides and matrices
Doing business with Chase
Credit policy
Bulletins and exhibits
Technology and website tools

Online Guides Enhancements
In today's fast-paced origination environment, the ability to easily locate the information you need is critical. Based on input from Correspondent partners, we are continuing to reorganize content in the Chase Correspondent Online Guides, reinforcing this valuable resource as you expand your business with Chase.

Chase Online Guides Enhancements – January 17, 2012

Note: No guidelines are changing with this enhancement. This update represents only the reorganization of existing content.

Delivering the Loan Content	Moved To
Housing Assistance Program	New topic under Credit Policy>Assets Note: Removed reference to deed restricted properties
Revocable Trust Requirements	Combined with existing Trust information in Credit Policy>Credit Administration: Special Situations
4506-T Requirements	New topic under Credit Policy>Income>General Income Statement – Verification Requirements>Tax Transcripts

Making Things Right Content	Moved To
Hazard Insurance Policy	Combined with existing information in Doing Business with Chase>Insurance
Verbal VOE	Combined with existing information in Credit Policy > Employment
Pay Stubs	Combined with existing information in Credit Policy > Income > Salaried & Variable
4506-T	New topic under Credit Policy>Income>General Income Statement – Verification Requirements>Tax Transcripts
Appraiser License	Combined with existing information in Credit Policy > Collateral > Appraiser Requirements