Toolkits Overview
You can download training materials for PMI’s entire series of courses, as well as worksheets, checklists and other reference materials you use daily on the job.
Income Analysis Toolkit
- Income Analysis Worksheet and Instructions [PDF]
- Self-Employed Borrower Workbook [PDF]
- Business Structure Comparison [PDF]
- Tax Forms List [PDF]
- Tax Form Checklist [PDF]
- Income Calculation Checklist [PDF]
Appraisal Toolkit
- Appraisal Review Techniques Workbook - Single Family Residences [PDF]
- Appraisal Review Techniques Workbook - Condominiums and Cooperative Unit Properties [PDF]
- Appraisal Review Techniques Workbook - Small Residential Income Producing Properties [PDF]
- Appraisal Review Techniques Workbook - Manufactured Housing [PDF]
- Appraisal Review Techniques Workbook - Rural Residential Properties [PDF]
- Appraisal Forms List [PDF]
- Appraisal Checklist [PDF]
Full Doc Processing Toolkit
Red Flags Toolkit
- Red Flags Workbook [PDF]
- Fraud Prevention Brochure [PDF]
- Red Flags Checklist [PDF]
Mortgage insurance discussed in this website is underwritten by PMI Mortgage Insurance Co. in all states except New York and by PMI Insurance Co. in New York.
