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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
  • 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



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