Correspondent Lending

Chase Online Guides Enhancements

Chase Online Guides Enhancements - October 18, 2011

The table below outlines the reorganized content effective on October 18, 2011.

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

Previous Location and Content New Folder/Location
Doing Business with Chase
Registration and Pricing
Doing Business with Chase
Registration and Pricing
Best Efforts
Mandatory*
Low-to-Moderate Income (LMI) Subsidy Program

* Note: Mandatory-specific file delivery policies are now included in the Doing Business with Chase > Loan Preparation Requirements > Closed Loan Package Submission > Where to Send Underwriting and Funding Files section of the Online Guides.


Chase Online Guides Enhancements - May 10, 2011

In today's quick-paced origination environment, the ability to easily locate the information you need is critical. Based on input from our Correspondents, we are continuing to reorganize content in the Chase Correspondent Online Guides to make this an even more valuable resource as you are doing business with Chase.

The table below outlines the reorganized content effective and live on May 10, 2011.

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

Previous Location and Content New Folder/Location
Reference Guides and Matrices
Conversion of Principal Residence
New Location: Credit Policy
Credit Administration: Special Situations
- Conversion of Principal Residence Policies

Note: Matrix is now merged with Credit Policy to house guidelines in one place

Doing Business with Chase
Preface
- Introduction to Doing Business with Chase
Welcome to Chase Correspondent Channel
New Folder: Introduction to Chase Correspondent
Overview
Contact Information
Mailing and Delivery Addresses
Holidays Observed and Business Impacts
Doing Business with Chase
Eligible Mortgages
New location: Products
Texas Refinance Transactions is a new Product Guide
Eligible and Ineligible Mortgages are being merged with the applicable Product Guides
- Live Free Mortgages/High Rate Refinances
- Predatory or High Cost Loan
- Recast Option
- Redemption Rights
Doing Business with Chase
Eligible Mortgages
New location: Doing Business with Chase
Loan Preparation Requirements
- Loan Delivery Requirements
- Seasoned Loans
Doing Business with Chase
Correspondent Seller Approval and Performance Standards
Correspondent Seller Performance
New Folder: Seller Eligibility and Performance
Correspondent Seller Eligibility Standards
Correspondent Seller Performance
Doing Business with Chase
Post-Production Services
- Research
- Follow-Up Documents
- Final Documents
New Folder: Post Purchase Guidelines
Research
Follow-Up Documents
Final Documents
Accessing the Ineligible Appraiser List
New Folder: Technology and Website Tools
ChaseLoanManager
EDI/Data Delivery
Ineligible Appraiser List
Imaged Document Delivery
Online Guides Search and Navigation Best Practices Job Aid
Resource Center
Secure Email (iSentry)
Reference Guides and Matrices
Online Guides Search and Navigation Best Practices Job Aid
ChaseLoanManager
Imaged Document Delivery
EDI/Data Delivery
Doing Business with Chase
Welcome to Chase Correspondent Channel (content) iSentry secure email and Online Training

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