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4/27/2011 AmericaHomeKey, Inc. Screen Shots of Business Rules
Milestone Completion Rules
General Requirements
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FHA Milestone Requirements
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FHA Condo/PUD Loan Requirements
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FHA EEM (Energy Efficient Mortgage) Loan Requirements
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FHA Refinance Loan Requirements
Items Required for FHA Refinances
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Government Monitoring Borrower Race
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Government Monitoring Co-Borrower Race
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Not TBD Subject Property Address must not equal
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NOT TBD FHA Rules
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Require MI for Conventional Loans > 80% LTV
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VA Fields
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If Renting
Field Data Entry Business Rules
General Field Rule
In a Streamline
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When Not Streamline
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Maximum LTV Conventional Primary 1 Unit Purchase/No Cash Out
Maximum LTV Conventional Primary 2 Unit Purchase/No Cash Out
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Maximum LTV Conventional Primary 3 -4 Unit Purchase/No Cash Out
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Maximum LTV Conventional Primary 1 Unit Cash Out
Maximum LTV Conventional Primary 2-4 Unit Cash Out
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Maximum LTV Conventional Second Home Purchase/No Cash Out
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Maximum LTV Conventional Second Home Cash Out
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Maximum LTV Conventional Investment 1 Unit Purchase
Maximum LTV Conventional Investment 2-4 Unit Purchase/NCO
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Maximum LTV Conventional Investment 1 Unit No Cash Out
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Maximum LTV Conventional Investment 1 Unit
Maximum LTV Conventional Investment 2-4 Unit Cash Out
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Max LTV Conv ARM Primary 2 Unit Purchase/No Cash Out
Max LTV Conv ARM Primary 3-4 Unit Purchase/No Cash Out
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Max LTV Conv ARM Primary 1 Unit Cash Out
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Max LTV Conv ARM Primary 2-4 Unit Cash Out
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Max LTV Conv ARM Second Home Purchase/No Cash Out
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Max LTV Conv ARM Second Home Cash Out
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Max LTV Conv ARM Investment 1 Unit No Cash Out
Max LTV Conv ARM Investment 1 Unit Cash Out
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Max LTV Conv ARM Investment 2-4 Unit Cash Out
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Max LTV Conf HomePath Primary 1 Unit
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Max LTV Conf HomePath Investment 2 Units
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Max LTV Conf HomePath Investment 3-4 Units
Max LTV High Balance HomePath 1 Unit
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Max LTV High Balance HomePath Second Home
Max LTV High Balance HomePath Investment
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Max LTV Conf Fixed & ARM High Balance Cash Out
Max LTV Primary FL Condos Conf Fixed & ARMS - 1
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Max LTV Primary FL Condos Conf Fixed & ARMS - 2
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Max LTV Second Home FL Condos DU Refi Plus
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Maximum LTV FHA Fixed Cash Out
Maximum LTV FHA ARM Cash Out
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Is a Streamline
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When Not Streamline
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Business Rules Field Triggers
General Field Triggers
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ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "3" and [CX.VA.REGION] = "Northeast" then[1340] = "909.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "4" and [CX.VA.REGION] = "Northeast" then[1340] = "1025.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "5" and [CX.VA.REGION] = "Northeast" then[1340] = "1062.00
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "1" and [CX.VA.REGION] = "Midwest" then[1340] = "441.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "2" and [CX.VA.REGION] = "Midwest" then[1340] = "738.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "3" and [CX.VA.REGION] = "Midwest" then[1340] = "889.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "4" and [CX.VA.REGION] = "Midwest" then[1340] = "1003.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "5" and [CX.VA.REGION] = "Midwest" then[1340] = "1039.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "1" and [CX.VA.REGION] = "South" then[1340] = "441.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "2" and [CX.VA.REGION] = "South" then[1340] = "738.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "3" and [CX.VA.REGION] = "South" then[1340] = "889.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "4" and [CX.VA.REGION] = "South" then[1340] = "1003.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "5" and [CX.VA.REGION] = "South" then[1340] = "1039.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "1" and [CX.VA.REGION] = "West" then[1340] = "491.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "2" and [CX.VA.REGION] = "West" then[1340] = "823.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "3" and [CX.VA.REGION] = "West" then[1340] = "990.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "4" and [CX.VA.REGION] = "West" then[1340] = "1117.00"
ElseIf [1109] > 79999 and [CX.VA.FAMILY.SIZE] = "5" and [CX.VA.REGION] = "West" then[1340] = "1158.00"
Else [1340] = "0.00"End If
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MsgBox("If the borrower does not have an email address enter: [email protected]",
0,"No Email for Borrower")
MsgBox("If the co-borrower does not have an email address enter:
[email protected]", 0,"No Email for Co-Borrower")
MsgBox("Recalculate from age 18", 0,"# of Yrs REMINDER")
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MsgBox("REMINDER: If this is a PRU related loan remember to complete the Affiliated Business
disclosure & send with the eDisclosures", 0,"Affiliated Disclosure Reminder")
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Persona Access to Fields
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Pe
Persona Access to Loans
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Input Form List
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