FORMS & TEMPLATES
Document templates, job aids, and reference guides.
Production-ready templates, flowcharts, job aids, and reference documents.
Note: Most "forms" in the operational sense (intake checklists, document templates) live inside the Knowledge Base by category. This page lists the document templates available portal-wide.
Available templates
| Template | Category | Last Updated |
|---|---|---|
| CANDOR — Job Aid for Processing.docx | Underwriting | Jun 9, 2026 |
| CANDOR Training (Processing).pptx | Underwriting | Jun 9, 2026 |
| Welcome Email Template.docx | Onboarding | Jun 9, 2026 |
| New Construction File Procedures 8.28.24.docx | Programs | Aug 28, 2024 |
| Income Document Annual Deadlines.docx | Documentation | Apr 18, 2024 |
| Resending Initial Disclosures.docx | Documentation | Mar 9, 2026 |
| Filing Initial Disclosures in Doc Velocity.docx | Documentation | Aug 2, 2023 |
| FINAL DISPOSITION FLOWCHART.pdf | Lifecycle | Jun 24, 2025 |
| POA Policy and Procedure.pdf | Documentation | Oct 18, 2024 |
| Hard Stops and Errors — Quick Reference Guide.pdf | Reference | Aug 1, 2025 |
| Other Income Types (1).pdf | Documentation | Dec 11, 2024 |