Alabama

• Alabama Mortgage Loan Origination Agreement (if non-DSCR loan)

California

• California Loan Brokerage Agreement (if non-DSCR loan)
• California Comparison of Sample Mortgage Features
• California Comparison of Sample Mortgage Features Job Aid

Connecticut

• Connecticut Dual Capacity Disclosure (if non-DSCR loan and broker is acting as both real estate agent and broker)

Delaware

• Delaware Mortgage Loan Broker Agreement (if non-DSCR loan)

District of Columbia

• District of Columbia Disclosure of Dual Capacity (If broker is acting as both real estate agent and broker)

Florida

• Florida Conflict of Interest Disclosure (If broker has any conflicting interest as defined in FL Stat. Ann. §494.0023. Not required on DSCR loan if closed in LLC or Corp)

Georgia

• Georgia Temporary Authority to Operate (If broker is not licensed but has temporary authority to operate. Not required on DSCR)

Idaho

• Idaho Notice of Financial Interest in Title Entity (If broker has financial interest of 2.5% or more in title company)

Illinois

• Illinois Borrower Information Document
• Illinois Description of Required Documentation (if non-DSCR loan)
• Illinois Loan Brokerage Agreement and Loan Brokerage Disclosure Statement (if non-DSCR loan)

Indiana

• Indiana Loan Broker Agreement (if non-DSCR loan)

Kansas

• Kansas Dual Capacity Disclosure (if non-DSCR and broker is acting as both real estate agent and broker. Required on DSCR loans if the broker is licensed in KS)
• Kansas Mortgage Loan Broker Agreement (if non-DSCR loan. Required on DSCR loans if the broker is licensed in KS)

Louisiana

• Louisiana Loan Brokerage Agreement and Disclosure Statement (if non-DSCR loan)
• Louisiana Mortgage Loan Origination Agreement (if non-DSCR loan)

Maine

• Maine Mortgage Broker Agreement
• Maine Notice to Consumer

Maryland

• Maryland Broker Finder’s Fee Disclosure

Minnesota

• Minnesota Non-Agency Mortgage Originator Disclosure

Missouri

• Missouri Loan Brokerage Disclosure Statement & Fee Agreement (if non-DSCR loan)

Montana

• Montana Loan Origination Disclosure (if non-DSCR loan)

Nebraska

• Nebraska Dual Capacity Disclosure (if broker is acting as both real estate agent and broker)
• Nebraska Mortgage Broker Agreement – Disclosure Statement

Nevada

• Nevada Disclosure of Mortgage Company Involvement
• Nevada Dual Capacity Disclosure (if broker is acting as both real estate agent and broker)

New Jersey

• New Jersey Mortgage Broker Service Agreement Disclosure

North Carolina

• North Carolina Mortgage Broker Application Disclosure Form (if non-DSCR loan)

North Dakota

• North Dakota Money Broker Contract
• North Dakota Money Broker Loan Disclosure Statement

Ohio

• Ohio Acknowledgment of Receipt of Home Mortgage Loan Information
• Ohio Business Relationship Disclosure Notice (if non-DSCR loan and broker is referring borrower to a settlement service provider with which broker is affiliated)

South Carolina

• South Carolina Attorney/Insurance Preference Disclosure (if non-DSCR loan)
• South Carolina Mortgage Broker Fee Agreement (if non-DSCR loan)

Tennessee

• Tennessee Advanced Fee Agreement – AKA: Application Disclosure (If non-DSCR loan and deposit made in connection with application)

Texas

• Texas Cash Out Non-Borrower Disclosure Information (If Texas 50(a)(6) and non-borrowing spouse/owner)
• Texas Disclosure of Multiple Roles in a Consumer Real Estate Transaction (If broker is acting as both real estate agent and broker)
• Texas Mortgage Company Disclosure (if non-DSCR loan)
• Texas Notice Concerning Extensions of Credit – Spanish Version (If broker is acting as both real estate agent and broker)

Utah

• Utah Advance Fee Disclosure (if non-DSCR loan)

Vermont

• Vermont Broker/Prospective Borrower Agreement

Virginia

• Virginia Mortgage Broker Compensation Agreement (if non-DSCR loan)
• Virginia Mortgage Broker Disclosure / Dual Capacity (if non-DSCR loan and broker is acting as both real estate agent and broker)

Wisconsin

• Wisconsin Broker Agreement (if non-DSCR loan)
• Wisconsin Disclosure Statement (if non-DSCR loan)

Wyoming

• Wyoming Mortgage Loan Broker Agreement (if non-DSCR loan)