Documents for Managing Your Account
The ACH Enrollment Form allows a customer to set up recurring auto-debit payments from a checking or savings account. This payment method is also known as an Automated Clearing House (ACH) payment. The customer can select whether they want to make bi-weekly, semi-monthly, or monthly payments. Recurring ACH payments eliminate the need to make monthly payments with a paper check through the mail.
The Escrow Establishment form can be used to request an escrow account on your loan. Please review the form and follow the instructions for completion and submission to Caliber.
This form can be utilized to authorize Caliber to remove all or portions of an escrow account from a Customer's loan.
Documents for Hardship Assistance
This form is exclusive to Caliber Proprietary Loans, and collects detailed information about your property, your finances, your hardship, and more. There are multiple versions of this form, but they all collect similar information. Please check with your Caliber Cares Specialist to see which one applies to you.
Form that is required to be signed by a non-borrower in order to pull their credit history.
This form is used to gather employment information about a mortgage applicant. It is used for our assumption applicants that are required to credit/income qualify.
This form is exclusive to FHA (Federal Housing Administration) insured loans and collects detailed information about your property, your finances, your hardship and more.
Uniform Borrower Assistance Form. This form is exclusive to FNMA and FHLMC owned loans, and collects detailed information about your property, your finances, your hardship, and more. There are multiple versions of this form, but they all collect similar information. Please check with your Caliber Cares Specialist to see which one applies to you.
Request for Individual Tax Return Transcript.
Short Form Request for Individual Tax Return Transcript for individuals that have filed a 1040 or 1040-EZ.
This is an informational publication from HUD that explains the FHA Pre-foreclosure Sale Program.
Verification letter of someone living in the home, which is not on our Note and is contributing to monthly income. Caliber requires a letter stating how much they contribute to the household monthly.
This form allows a customer to request to continue to live in a home that HUD is purchasing hrough a lease back option.
A financial worksheet that summarizes revenues, costs, and expenses incurred.
This form is required for all FHA (and when applicable, USDA) loans when a Disaster Forbearance is ending. This completed form will be used to determine if you are eligible for a Streamline Disaster Modification. The property or work location must be located within a FEMA declared disaster area and the loan must have been current at the time of the disaster event. If your Disaster Forbearance has expired, you cannot use this form and must complete a full Loss Mitigation application.
Authorization for allowing a third party to work with Caliber.
This form can be used for short sale transactions and authorizes Caliber to speak directly to your realtor or designated representative regarding the short sale transaction.
This document is needed in order to complete a loss mitigation review, when a tax return is requested.
This form is exclusive to USDA/VA/Public and Indian Housing guaranteed and insured loans, and collects detailed information about your property, your finances, your hardship and more.