New Underwriting Tools
Chase has introduced two optional Non-Agency Underwriting tools for your use:
- Chase Correspondent Customer Non-Agency Income Calculation Workbook
- Chase Correspondent Customer Non-Agency Underwriting Workbook
The tools are intended to help align income calculations and other underwriting functions to Chase requirements. Although intended to support Delegated Non-Agency transactions, these tools can also be used for Non-Delegated Non-Agency transactions.
Download the two workbooks from the ChaseLoanManager Resource Center > Topics > Underwriting section. As requirements are updated, the tools will be revised and updates will be announced. Always use the version published in the Resource Center to ensure you have the most current workbook.
Chase has provided training decks as well as recorded training sessions for each of the tools. These are also located in the ChaseLoanManager Resource Center > Topics > Underwriting section.
The use of these tools does not constitute loan approval by Chase.