Wholesale Mortgage Processes

Submission Process

SUBMISSION
Please print the forms below:
Wholesale Procedures for Submission and LE Request

LE Request/Submission Form Rev 03/29/2022

Appraisal Fee Schedule Rev 01/01/2022

Anti-Steering Certification Form
All submitted applications should include the Demographics Addendum with the Loan Application.
Email new loan submission to: Wholesale.LE.Request@territorialsavings.net

Appraisal Process

APPRAISAL INFORMATION
Please print the forms below:
Appraisal Order Procedures Rev 04/04/2022

Appraisal Request Form

Appraisal Fee Schedule Rev 01/01/2022
Email Appraisal Order to:
wholesaleappraisal@territorialsavings.net

Lock Your Loan

Ready to lock your loan?  Download the following procedures and forms to get started.

RATE INFORMATION
Please print the forms below:
LOAN RATES (check date before quoting)

Rate Lock Procedures

Rate Lock Policy and Agreement

Rate Lock Request Form
Email Rate Lock form to: wholesaleratelock@territorialsavings.net

Closing Process

CLOSING INFORMATION
Please print the forms below:
Wholesale Closing Procedures_rev 04/17/2017

Closing Documents Request Form

W-9 Form
Email Closing Requests to:
wholesaleclosing@territorialsavings.net

New Broker Registration

BROKER INFORMATION
Please print the forms below:
New Broker Application Checklist

Loan Origination List

Mortgage Type Specific Support Forms

NEW AND ADDITIONAL FORMS
Declaration of Business Purpose Form (for use within N/O/O refinance transactions)

Declaration of Non-Owner Occupancy (Rental Property) Form (for use with N/O/O purchase transactions)

Owner-Occupant Agreement Form

Agreement Regarding Loan Processing Expenses Form


4506-T (rev. 3/21/2019)

Address Verification Form

Anti-Steering Certification Form

Closing Documents Request Form

Customer Information (CIP) Form

Customer Information (CIP) Form - Business

Demographic Addendum

Foreign National Rep Form

Gift Letter

Power of Attorney – Individual

Power of Attorney – Joint Owners

 

The information provided on this page is for the use of mortgage brokers approved to do business with Territorial Savings Bank only and is not intended for distribution to consumers. This is not an advertisement to extend customer credit as defined by part 226.2 of Regulation Z.

 

As always, we are here to answer any questions you may have. Please call or email your Account Executive any time!