Lender Forms

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Getting a loan boarded

The resources on this page and the 14-item packet they add up to — W-9, ACH, setup documents, and what to send only when it applies.

Title card reading “Lender onboarding and forms — five resources, one complete package,” with W-9, ACH and numbered documents moving along a loan-boarding line.

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Lender Forms & Documents

Questions? Email LenderServices@AugustREI.com

W-9 Form

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ACH Automatic Deposit Authorization

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Fee Schedule (PDF)

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Complete Checklist for On-Boarding Loans (PDF)

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Lender Setup Forms

Complete each form online. The lien waiver is only needed if it applies to your loan.

Loan Service Agreement

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Lender/Investor’s Disbursement Setup Form

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Automatic Deposit Authorization

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Underlying Mortgage Lien Waiver (if applicable)

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Monthly Payment Distribution

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Underlying Mortgage Information

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W-9 Form

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Payment Turn Time

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Optional Insurance Services Form

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Getting a loan boarded

Lender Forms & Documents

W-9 Form

ACH Automatic Deposit Authorization

Fee Schedule (PDF)

Complete Checklist for On-Boarding Loans (PDF)

Lender Setup Forms

Loan Service Agreement

Lender/Investor’s Disbursement Setup Form

Automatic Deposit Authorization

Underlying Mortgage Lien Waiver (if applicable)

Monthly Payment Distribution

Underlying Mortgage Information

W-9 Form

Payment Turn Time

Optional Insurance Services Form

A team of industry pros to guide you each step of the way

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