Online Forms & Instructions

Broker Application Package

Broker to Broker Agreement

This master agreement governs all applications brokers submit to Trimark Funding, Inc.  To become a Trimark Approved Broker, fill this form out in your computer screen, print, sign and fax it. 

Tax Identification Number (W-9 Form) 

By submitting a W-9, you are certifying that the tax id number you are providing is correct and accurate and that you are not subject to backup withholding.  This form can be filled out in your computer screen, printed and faxed.

Loan Application Package

Loan Submission Form

This form must be fully completed and submitted with a complete and accurate 1003, 1008, Credit Report and Borrower Authorization.  The loan submission form can be filled out in your computer screen, printed and faxed.

Uniform Residential Loan Application (Form 1003)

This form is used to record relevant financial information about an applicant for a residential mortgage. This form can be filled out in your computer screen.

Instructions for Completing  Form 1003

Each section of the form is discussed with specific instructions to ensure you are submitting a complete and accurate loan application.

Uniform Underwriting and Transmittal Summary (Form 1008)

Use this form to summarize key information such as loan purpose, property type, proposed monthly payments, and debt ratio related to single-family first and second mortgages. This form is printable, but cannot be filled out in your computer screen.

Instructions for Completing  Form 1008

Each section of the form is discussed with specific instructions to ensure you are submitting a complete and accurate underwriting summary form.

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