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Important Consultant Information, Forms, and Marketing Material

As a member of this exclusive group and in order to speed your training, members should check this page frequently (make it one of your favorites).

This page contains useful forms, sample documents and marketing materials you may want to customize for use in your consulting business.

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203k Category Description Comments

203k Consultant Checklist and Order Taking Notes

203k Consultation Checklist Master

203k Consultation Flow of activities

203k Consultation Request Form Fillable – Updated

203K Consultant Request Form

203k Consultant Services Agreement

203k Payment Chart

2002 CFR Title 24 -replaced w HUD 4000.1

4240.4 Rev 2 -replaced w HUD 4000.1

Blank editable client survey form

Borrower Self Help Agreement SFH 4000.1

Construction Cost Estimator

Consultant Fee Schedule (FHA)

Consultant Fee Schedule (FANNIE MAE)

Consultant Request Form – PDF Form Fill

Contractor Repair Cost Spreadsheet

Cover letter templates for 203k work write ups

Contractor Termination Procedure

Contractor Termination Process -No Work Done

Draw Request Fax Cover Page

Email to lender regarding flow of events

FHA 203k Lender List

FHA Mortgage


FHA Mortgage Loan Limits 2012 (Use FHA Forward as the Limit Type)

Final Draw Needs Letter

For your protection get a home inspection

Homeowner Contractor Agreement Form

HomeStyle Consultant Services Agreement

HUD 4000.1 203K Guidelines 


HUD 4000.1 Material Advance Detail 


HUD Letter Re State Licensing

HUD Minimum Property Standards 4910.1

Introduction of Contractor Release

Independent Consultant Fee Schedule

Limitation of Liability Agreement

Maximum Mortgage Worksheet

NAFHAC FHA Existing Property Condition Screening Checklist

NAFHAC Project Feasibility Worksheet

New 203K Agreement Editable

Not Feasible Project – Sample Template Letter

Notice To Contractor-Master

Sample 203k Consultant Press Release

Sample change order form

Standard Response To Lender Requesting Up Front Money

Training Video on compiling a report using PDFreDirect

VA/FHA/Fannie Mae Comparison Chart

What to Take on a 203k Feasibility Inspection

Marketing Materials

Lender Presentation (ready for customization)

Real Estate office/buyer presentation (ready for customization and use in lender presentation)

As a NAFHAC member, you are eligible for a Personal FAQ on 203k Webpage. Click the link to learn more!

CIR Completed Example

CIR Form

Example of a Consultation – Completed Forms