Broker Access Tools

In addition to retail services, PCB Bank is an industry leader in wholesale lending markets, offering competitive pricing, excellent customer service, and flexible underwriting for our mortgage broker clients. We can help expand your business in diverse communities by encouraging homeownership throughout California and New Jersey.

Partner with us and get the swift lending decisions, personalized service and comprehensive loan packages your business depends on.

All the mortgage loan tools you need, all in one place. 

Choose Product

Conforming Standard & High Balance

SJ-Jumbo

Portfolio

Choose Forms

Loan Submission Package

• Loan Submission Form
• Broker Submission Checklist
• Acknowledgement of Receipt and Intent to Proceed
• Acknowledgement of Receipt of Homeownership Counseling Notice
• Consent to Receive Email
• Borrower Signature Authorization
• 4506-C

Lock & Doc Request Form

• Request for Appraisal

HOA Certificate

• Full Review Form
• Limited Review Form
• Limited Review (Short Form)
• Fannie Mae Form 1076

Changed Circumstance Request

SSA Consent Form

Broker Compensation Agreement

Broker Approval Package

Broker Address Change Request

Anti-Steering Disclosure

CA Notice of Separate Credit Addendum

Additional Resources

Instructions on Anti-Steering Loan Options Disclosure

Loan Payee Clause