Forms

The forms below are basic forms that may be used in the mortgage application process. To learn more about each individual form, please contact us.

INVESTORS

• Direct Deposit Instructions
• Form W-9 (provided by the IRS)
• Trust Deed Booklet Acknowledgement Form

BORROWERS

• Borrower Credit Authorization
• Borrower Application (form 1003)
• CA Loan Disclosure Statement
• Construction Breakdown
• Disclosure Notices
• Draw request form
• Equal Credit Opportunity Act Disclosure
• Fair Lending Notice Disclosure
• Letter of Loan Purpose and Borrower Experience
• Privacy Choices
• Privacy Notice
• Form W-9 (provided by the IRS)

BROKERS

• Loan Application (1003)
• Borrower Certification and Authorization
• Broker Application and Agreement
• W-9 Form (if not a corporation)
• Loan Submission Form
• Loan Scenario Form