---
title: Real Estate Mortgage Documents and Forms | Trust Deed Capital, Inc.
description: Downloadable forms for real estate investors, borrowers, and brokers. Mortgage application process. Trust Deed Capital is a private money lender.
---

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# 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](https://www.trustdeedcapital.com/hs-fs/file-16515026-pdf/documents/direct_deposit_form.pdf)
- [Form W-9 (provided by the IRS)](https://www.trustdeedcapital.com/hs-fs/file-16518002-pdf/documents/w-9_form.pdf)
- [Trust Deed Booklet Acknowledgement Form](https://www.trustdeedcapital.com/hs-fs/file-16518239-pdf/documents/what_you_should_know_about_trust_deed_investing.pdf)

## BORROWERS

- [Borrower Credit Authorization](https://www.trustdeedcapital.com/hs-fs/file-16514377-pdf/documents/borrower-certification-and-authorization.pdf)
- [Borrower Application (form 1003)](https://www.trustdeedcapital.com/hs-fs/file-16512650-pdf/forms/loan-application-1003-2005.pdf)
- [CA Loan Disclosure Statement](https://www.trustdeedcapital.com/hs-fs/file-16514593-pdf/documents/ca-mortgage-loan-disclosure-statement.pdf)
- [Construction Breakdown](https://www.trustdeedcapital.com/hs-fs/file-16511537-pdf/forms/constructionbreakdown.pdf)
- [Disclosure Notices](https://www.trustdeedcapital.com/hs-fs/file-16515286-pdf/documents/disclosure-notices.pdf)
- [Draw request form](https://www.trustdeedcapital.com/hs-fs/file-16511937-pdf/forms/drawrequestform.pdf)
- [Equal Credit Opportunity Act Disclosure](https://www.trustdeedcapital.com/hs-fs/file-16515647-pdf/documents/equal-credit-opportunity-act-disclosure.pdf)
- [Fair Lending Notice Disclosure](https://www.trustdeedcapital.com/hs-fs/file-16516308-pdf/documents/fair-lending-notice-disclosure.pdf)
- [Letter of Loan Purpose and Borrower Experience](https://www.trustdeedcapital.com/hs-fs/file-16516430-pdf/documents/letter_of_experience.sflb.ashx.pdf)
- [Privacy Choices](https://www.trustdeedcapital.com/hs-fs/file-16512869-pdf/forms/privacychoices.pdf)
- [Privacy Notice](https://www.trustdeedcapital.com/hs-fs/file-16513029-pdf/forms/privacynotice.pdf)
- [Form W-9 (provided by the IRS)](https://www.trustdeedcapital.com/hs-fs/file-16518002-pdf/documents/w-9_form.pdf)

## BROKERS

- [Loan Application (1003)](https://www.trustdeedcapital.com/hs-fs/file-16516600-pdf/documents/loan-application-1003-2005.pdf)
- [Borrower Certification and Authorization](https://www.trustdeedcapital.com/hs-fs/file-16514377-pdf/documents/borrower-certification-and-authorization.pdf)
- [Broker Application and Agreement](https://www.trustdeedcapital.com/hs-fs/docs/broker+application+and+agreement-3.pdf)
- [W-9 Form (if not a corporation)](https://www.trustdeedcapital.com/hs-fs/file-16518002-pdf/documents/w-9_form.pdf)
- [Loan Submission Form](https://www.trustdeedcapital.com/hs-fs/file-16524881-pdf/docs/loan_submission_form.pdf)
- [Loan Scenario Form](https://www.trustdeedcapital.com/hs-fs/file-16516913-pdf/documents/request_a_quote.pdf)

- [Investors](https://www.trustdeedcapital.com/understanding-trust-deeds/)
- [Understanding Trust Deeds](https://www.trustdeedcapital.com/understanding-trust-deeds)
- [Our Business Standards](https://www.trustdeedcapital.com/our-business-standards)
- [Yield Comparisons](https://www.trustdeedcapital.com/yield-comparisons)
- [The Process](https://www.trustdeedcapital.com/investor-process)
- [Available Trust Deeds](https://www.trustdeedcapital.com/trust-deeds-available)
- [Investor FAQs](https://www.trustdeedcapital.com/investor-faqs)
- [Investor Testimonials](https://www.trustdeedcapital.com/investor-testimonials)
- [Investor Documents](https://www.trustdeedcapital.com/investor-documents)

- [Borrowers](https://www.trustdeedcapital.com/borrowers/)
- [Loan Programs](https://www.trustdeedcapital.com/loan-programs/)
- [The Process](https://www.trustdeedcapital.com/borrower-process/)
- [Borrower FAQs](https://www.trustdeedcapital.com/borrower-faq/)
- [Borrower Testimonials](https://www.trustdeedcapital.com/borrower-testimonials/)
- [Borrower Documents](https://www.trustdeedcapital.com/borrower-documents/)

- [Brokers](https://www.trustdeedcapital.com/brokers/)
- [Loan Programs](https://www.trustdeedcapital.com/broker-loan-programs/)
- [The Process](https://www.trustdeedcapital.com/broker-process/)
- [Broker FAQs](https://www.trustdeedcapital.com/broker-faq/)
- [Broker Documents](https://www.trustdeedcapital.com/broker-documents/)

- [Realtors](https://www.trustdeedcapital.com/realtors/)
- [Loan Programs](https://www.trustdeedcapital.com/realtor-loan-programs/)
- [The Process](https://www.trustdeedcapital.com/realtor-process/)
- [Realtor FAQs](https://www.trustdeedcapital.com/realtor-faq/)

- [About Us](https://www.trustdeedcapital.com/our-company/)
- [Our Company](https://www.trustdeedcapital.com/our-company/)
- [Our Mission](https://www.trustdeedcapital.com/our-mission/)
- [Our President / CEO](https://www.trustdeedcapital.com/our-president-ceo/)
- [Careers](https://www.trustdeedcapital.com/careers/)
- [Contact Us](https://www.trustdeedcapital.com/contact-us/)

- [Resources](https://www.trustdeedcapital.com/resources/)
- [Recommended Links](https://www.trustdeedcapital.com/links/)
- [Forms](https://www.trustdeedcapital.com/forms/)

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- 120 Newport Center Drive, Suite 262
- Newport Beach, Ca. 92660
- CALL 1 (888) 563-5588

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© 2015 Trust Deed Capital, Inc. | [California Bureau of Real Estate, Real Estate ](http://www.dre.ca.gov/) Broker #1805798-NMLS #296507 | [Privacy Policy](https://www.trustdeedcapital.com/privacy-policy) | [Contact Us](https://www.trustdeedcapital.com/contact-us)