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CORRESPONDENT SERVICING GUIDELINES
Table of Contents.pdf
Section 1 - Commercial Mortgage Servicing Group.pdf
Section 2 - Annual USAP, Custodial Bank Account & Insurance Guideline for Portfolio Loans.pdf
Section 2A -Annual USAP, Reg AB, Custoidal Bank Account & Insurance Guideline for Securitized Loans.pdf
Section 2B - Bank Account Certification - UNIFI.doc
Section 2C - Bank Account Certification - IQ6.doc
Section 2D - Bank Account Certification - HQ7.doc
Section 2E - Bank Account Certification - IQ8.doc
Section 2F - Bank Account Certification - IQ9.doc
Section 2G - Bank Account Certification - IQ11.doc
Section 2H - UCMFI Bank Account Eligibility.pdf
Section 3 - Assumption Guidelines for Portfolio Loans.pdf
Section 3A - Assumption Guidelines for Capmark Securitized Loans.pdf
Section 3B - Assumption Guidelines for WellsFargo Securitized Loans.pdf
Section 4 - Condemnation Guideline for Portfolio Loans.pdf
Section 4A - Condemnation Guideline for Securitized Loans.pdf
Section 5 - Correspondent 2009 Portfolio Reporting Dates.pdf
Section 5A - Correspondent 2009 Securitized Reporting Dates.pdf
Section 6 - Determination Report Guideline for Securitized Loans.pdf
Section 6A - Determination Date Report Template.xls
Section 7 - Portfolio Fee Schedule.pdf
Section 7A - Securitized Fee Schedule.pdf
Section 8 - Inspection Report Procedure for Portfolio Loans.pdf
Section 8A - Inspection Report Procedure for Securitized & ING Loans.pdf
Section 8B - Standard Inspection Form.xls
Section 9 - Insufficient Funds Notice Guideline for Portfolio Loans.pdf
Section 9A - Insufficient Funds Notice Guideline for Securitized Loans.pdf
Section 10 - Insurance Monitoring Guideline for Portfolio Loans.pdf
Section 10A - Insurance Monitoring Guideline for Securitized Loans.pdf
Section 10B - Insurance Renewal Checklist.doc
Section 10C - Insurance Mortgagee Clauses for Portfolio Loans.pdf
Section 10D - Insurance Mortgagee Clauses for Securitized Loans.pdf
Section 11 - Late Fee Guideline for Portfolio Loans.pdf
Section 11A - Late Fee Guideline for Securitized Loans.pdf
Section 11B - Late Payment Report Template.xls
Section 12 - Lease Review Guideline for Portfolio Loans.pdf
Section 12A - Lease Review Guideline for Securitized Loans.pdf
Section 12B - Lease Brief Template.doc
Section 13 - Loss Claim Guideline for Portfolio Loans.pdf
Section 13A - Loss Claim Guideline for Securitized Loans.pdf
Section 14 - Operating Statement Procedure for Portfolio & ING Loans.pdf
Section 14A - Operating Statement Procedure for Securitized Loans.pdf
Section 14B - CMSA NOI Worksheet.xls
Section 15 - Partial Principal Prepayment Guideline for Portfolio Loans.pdf
Section 15A - Partial Principal Prepayment Guideline for Securitized Loans.pdf
Section 16 - Payment Monitoring Guideline for Portfolio Loans.pdf
Section 16A - Payment Monitoring Guideline for Securitized Loans.pdf
Section 17 - Payoff Guideline for Portfolio Loans.pdf
Section 17A - Payoff Guideline for Securitized Loans.pdf
Section 18 - Quarterly Trial Balance Guideline for Portfolio Loans.pdf
Section 18A - Quarterly Trial Balance Guideline for Securitized Loans.pdf
Section 19 - Real Estate Tax Monitoring Guideline for Portfolio Loans.pdf
Section 19A - Real Estate Tax Monitoring Guideline for Securitized Loans.pdf
Section 20 - Release Satisfaction Guideline for Portfolio Loans.pdf
Section 20A - Release Satisfaction Guideline for Securitized Loans.pdf
Section 21 - Remittance Guideline for Portfolio Loans.pdf
Section 21A - Remittance Guideline for Securitized Loans.pdf
Section 21B - Wire Instructions for Portfolio Loans.pdf
Section 21C - Wire Instructions for Securitized Loans.pdf
Section 22 - Reserves & Letter of Credit Guideline for Portfolio Loans.pdf
Section 22A - Reserves & Letter of Credit Guideline for Securitized Loans.pdf
Section 22B - Capmark Escrow Disbursement Request Form.xls
Section 23 - Servicing Transfer Guideline for Portflio Loans.pdf
Section 23A - Servicing Transfer Guideline for Securitized Loans.pdf
Section 24 - UNIFI Estoppel & SNDA.doc
Section 24A - IQ3 Estoppel & SNDA.doc
Section 24B - IQ4 Estoppel & SNDA.doc
Section 24C - IQ5 Estoppel& SNDA.doc
Section 24D - IQ6 Estoppel & SNDA.doc
Section 24E - HQ7 Estoppel & SNDA.doc
Section 24F- IQ8 Estoppel & SNDA.doc
Section 24G - IQ9 Estoppel & SNDA.doc
Section 24H - IQ10 Estoppel & SNDA.doc
Section 24I - IQ11 EStoppel & SNDA.doc
Section 25 - UCC Monitoring Guideline for Portfolio Loans.pdf
Section 25A - UCC Monitoring Guideline for Securitized Loans
Section 25B - UCC Certification.xls
Section 25C - UCC Secured Party Names for Securitized Loans.pdf
Summit Investment Partners
312 Walnut Street, Suite 2500 | Cincinnati, OH 45202 | 877-546-3863
390 N. Cotner Boulevard | Lincoln, NE 68505 | 877-731-3336
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