Get Afr Defining Wholesale Roles - Afrwholesalecom

This guide will walk you through the process of filling out the AFR Defining Wholesale Roles form. Each section of the form is designed to help you communicate your company's preferred wholesale business model to American Financial Resources.

Follow the steps to successfully complete your form.

1. Press the ‘Get Form’ button to access the form and open it in your online editor.
2. Review the introduction section of the form which outlines the various wholesale roles available. Carefully consider which business category accurately reflects your company's operations.
3. Select the appropriate Client Code prefix that corresponds to your chosen business model: WD for Wholesale Direct, WS for Wholesale, TPO for Third Party Origination, TF for Table Funded, C for Correspondent, or CDE for Correspondent with Delegated Underwriting Authority.
4. In the designated section, provide your company's authorized representative's signature. Ensure that the name and title of the signatory are included.
5. Complete the checkbox section indicating the products you plan to originate, such as VA, FHA, Conventional, or USDA.
6. Read through the information about the roles of both your company and AFR. Be aware of your responsibilities and those of AFR based on the selected business model.
7. If applicable, attach any necessary agency approval letters along with the completed form.
8. Review your entries for accuracy and completeness, making any necessary adjustments.
9. Once satisfied with your form, you can save the changes, download it for your records, or print it for submission.
10. Submit the completed form as required by AFR's guidelines to ensure smooth processing.

Complete your AFR Defining Wholesale Roles form online today to streamline your business process.