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Terri Buckman
 
Terri Buckmanspace
Terri Buckman
VP, Sales Manager

Pinnacle Capital
Mortgage Corporation
1390 Willow Pass Road
Suite 560
Concord, CA 94520
email Terri
925.822.5931
 
Shelley Thurlow
Shelley Thurlow
Regional Vice President
email Shelley
925.808.7216
 
 
FORMS
     
Submission Forms  
  Loan Submission Form-Wholesale Broker  
  Welcome to PCM! Loan Submission Guidance  
  Loan Submission Form-Affiliate Branch Version  
  Loan Submission Checklist-USDA  
  Loan Submission Checklist- VA IRRRL  
  Loan Submission Checklist-FHA Streamline  
  Loan Submission Checklist-TBD (Property Identified)  
  Loan Submission Checklist-Conventional  
  Loan Submission Checklist-FHA  
  Loan Submission Checklist-VA  
  Loan Submission Checklist-Disclosures Only  
  Loan Submission Checklist-TBD  
  Doc Request-Concord Branch (wholesale version)  
  Doc Request-Concord Branch (affiliate version)  
  Respa Fee Sheet  
  Doc Request-Respa Fee Sheet  
  Doc Request-Credit Breakdown Worksheet-VA mandatory  
  Cert of Receipt of GFE and Intent to Proceed  
  Changed Circumstance/Request for Revised GFE  
  Changed Circumstance-Request for new GFE-AFFILIATE VERSION  
  FHA Streamline Worksheet WITHOUT Appraisal  
  FHA Streamline Worksheet WITH Appraisal  
  Net Tangible Benefit Test Worksheet (FHA Streamline)  
  PCM Closing Cost Worksheet  
  SSN Verification Form-Form SSA-89  
  VA Appraisal & Case # Request Form  
  SSPL  
  Affiliated Business Agreement Disclosure  
  Servicing Disclosure  
  Lock Request Form (editable version) Note: on-line lock recommended  
  Appraisal Report Delivery Initial Disclosure  
  4506 -T REQUEST FOR TRANSCRIPT OF TAX RETURN  
  Mortgage Broker Fee Disclosure  
 
Other Miscellaneous Forms  
  • Broker Approval Application Package 9-1-2011  
  • HOA Questionnaire-FHA  
  • HOA Questionnaire-Limited Review  
  • HOA Questionnaire-Full Review  
  • GMAC Multi-State Borrower Benefit Worksheet  
  • Ordering Appraisal Conditions-Rebuttals-Reinspections  
  • Value Appeal Request Form  
  • Appraisal Appeal Advice  
  • Loan Quality Initiative (LQI) PCM Policy  
  • Certification of Trust Form-Notarized  
  • New FHA MIP Schedule (October 4th)  
  • FHA Case Transfer Request Form  
  • LDP/GSA Participants Form  
  • LDP/GSA Job Aid  
  • Mortgagee Clause for PCM  
  • Appraisal Pricing-PCM Universal Fee Sheet  
  • Respa Policy Statement-PCM Wholesale  
  • Respa FAQs-PCM  
  • RESPA-MDIA Training Calendar-Wholesale  
  • RESPA-MDIA Training Calendar-Retail  
  • GFE Visual Training Aid  
  • Changed Circumstance Matrix  
  • Gift Letter  
  • USDA Additional Borrower Information  
  • VA Recognition of Agency Relationship  
  • 3 Questions to ask your Credit Vendor when Re-issuing Credit  
 
    Terri's Document Library    
   
 
 File Name  
200 Club Information Donation Form.pdf
Copy of FullCountyLoanLimitList2011_HERA-BASED_FINAL_Z.xls
Frank-Dodd Wallstreet Reform summary.pdf
Know your Limit!.pdf
Quick Reference Guides Order Form.pdf
Sherman-Campbell QRM letter May 2011.pdf
   
         
 
 
 
STANDARD
CONFORMING LIMITS
space
HB CONFORMING
& FHA LIMITS
 
TERRI'S BLOG
Vet your 2012 Business Plan!
Bring the VA Home Loan Benefit to local employers...

The troops, almost 40,000 of them, are coming home by year's end and they don't necessarily need two years employment history to use their VA home loan benefit. Returning veterans could be buying homes sooner than you think. They are highly sought by employers as they are disciplined, physically fit, respectful of authority, highly trained, used to working under pressure and uniquely skil...
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