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Tools & Tutorials

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4506T - Transcript Request Job Aid
Executed 4506T for full transcripts are required on all products except HARP, FHA Streamline, and VA IRRRL.

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4506T - How to Fill Out Correctly
This 4506T shows how the form should look when filled out correctly.

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Broker Reference Guide
The Broker Reference Guide is a one page cheat sheet containing account team contact information, client services contact information, and helpful hints.

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DO Online Registration
You can use the Desktop Originator Online Registration (DO) tool to register your company to submit loan case files through DO for the first time.

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DO Add a Lender Instructions
This document explains how to use the Desktop Originator Online Registration tool to request sponsorship by an additional lender.

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Derogatory Credit Comparison
Guidelines include products, agency guidelines, mortgage history, modified mortgages, chapters of bankruptcies, foreclosures, and short sales in a comparison chart.

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Income Calculator
This section includes a worksheet for calculation of income.

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QM Calculator
This calculator is for the NRZ QM Points and Fees and gives a pass/fail result.

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How to Create an LE
This helpful guide provides an overview, as well as step by step instructions, on how to create a Loan Estimate in LION.

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How to Add a User
This guide provides step by step instructions on how to add a user in LION.

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How to Submit a Smart Loan Pre-UW
Step by step instructions on how to submit a Smart Series loan Pre-UW.

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How to Submit a Full Submission
This tutorial walks you through the process on how to complete a Full Submission to NewRez.

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How to Pre-Lock a Loan
This document gives step by step instructions on how to Pre-Lock a Loan in LION.

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How to Lock a Loan
Step by step instructions for how to lock a loan in Lion.

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Using the Scenario Products & Pricing Tool
Tutorial on how to use the Scenario & Pricing feature in Lion.

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Update Pricing on a Locked Loan in Lion
Tutorial on how to update the pricing on a locked loan in Lion.

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How to Change a Locked Loan
Tutorial on how to change a locked loan in Lion

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Extend Your Rate Lock
This tutorial walks through the process to expand your rate lock in Lion.

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How to Order Appraisals in Lion
This tutorial will take you through the new process of ordering appraisals from our Lion portal.

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How to Use the PDF Splitter for Conditions
Step by step instructions on how to use the PDF splitter in our Lion portal for assigning documents to conditions.

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eSignature with Two-Factor Authentication Tutorial
This tutorial will walk you through the eSignature process with NewRez, including the new two-factor authentication.

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eSignature Video with Two Factor Authentication
This short video tutorial walks you through the new eSignature Process with two Factor Authentication.

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Uploading Conditions to the Portal
Video Tutorial on how to submit underwriting conditions to LION, including how to split large PDF documents into individual documents.

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Submit Your LE for Acceptance
What do I need to submit my LE for acceptance? NewRez will review the 3.2 file and the full initial disclosure package that Broker sends to the borrower.

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How to Run Smart AUS
This video shows you how to run Smart AUS in our Smart Pricing & Scenario tool.

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How to Use the PDF Splitter in Lion - Video
Here's a quick video tutorial that walks you through the pdf splitter in Lion. This is a new feature that makes it easy for you to split a pdf and assign to conditions.

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How to run Smart AUS in Calyx Point Tutorial
Step by Step tutorial on how to run Smart AUS in Calyx Point.

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Rapid CD Checklist
Reference this Rapid CD Checklist for how to request a Closing Disclosure earlier in the process.

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Rapid CD FAQs
This document contains frequently asked questions and answers regarding the Rapid CD process.

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TBD Guide
Contained in this document is TBD Guide for Brokers, Including the necessary steps for a TBD submission.

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FHA Handbook FAQs
Reference this FHA Handbook FAQ's for a list of FHA questions and answers.

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FHA Max Mortgage Amount Calculator
This calculator contains sum of existing debts and costs, original principal balance of first mortgage, and maximum loan amount calculations.

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VA BPC Guide
This reference guide shows how to select Borrower Paid Compensation (BPC) on VA loan products. TPO Wholesale clients can charge BPC on VA loans at a maximum of 1%.

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Delayed Financing Job Aid
Delayed financing is a special type of cash-out refinance where borrowers are exempt from the 6 month waiting period typically required to enter into a cash-out refi.

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TRID Change in Circumstances
This form is submitted as a request for NewRez to re-disclose a change in circumstance LE due to updated/new information.

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Closing Disclosure 3 Day Rule Chart
Reference this chart to determine when your borrower should receive the CD based on whether it is electronically received or delivered via US Mail.

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LPMI Loan Program - How It Works
This program offers Single Premium Lender Paid Mortgage insurance as an alternative to a borrower paid policy.

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LPOA - Getting Setup with Freddie
This guide will give you step by step directions on how to get signed up with Loan Prospector.

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SMART Series Calculator
Use our SMART Series calculator to determine which non-QM loan product fits your borrowers' needs.

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SMART Series Comparison Chart
Compare our Smart Series to see which Non-QM product is the best fit for your borrowers!

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Market Classification (Restricted Markets)
The market classification must be established to determine the maximum financing permitted.

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Jumbo Comparison Chart
This chart compares all of NewRez's Jumbo products and includes Terms, Max. LTVs, Max Loan Amounts, and Niche Features.

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Power of Attorney Approval Checklist
NewRez's Power of Attorney Approval Checklist.

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LION HELOC Tutorial
Use this tutorial to create a Piggyback HELOC in LION.

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CEMA Attorney List
NewRez requires all loans for which a CEMA will be prepared to be closed using a NewRez CEMA approved attorney, as found on the following list.

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