---
title: "Looking Ahead: Simultaneous Broker Document Copies"
description: Join the First American network of trusted title agents with comprehensive tools and resources.
---

<https://docutech.com/>

- Solutions
  
    - [Overview](https://docutech.com/solutions/)
    - [Document Solutions](https://docutech.com/solutions/document-solutions)
    - [eClosing](https://docutech.com/solutions/eclosing/)
    - [Document Generation](https://docutech.com/solutions/document-generation)
    - [Fulfillment](https://docutech.com/solutions/solutions-fulfillment)
- Resources
  
    - [Overview](https://docutech.com/resources/)
    - [Solution Briefs](https://docutech.com/resources/solution-briefs)
    - [Request a Demo](https://docutech.com/docutech-request-a-demo)
    - [Compliance](https://docutech.com/resources/compliance)
    - [Blog](https://blog.docutech.com)
- Partners
  
    - [Overview](https://docutech.com/partners/)
- About Us
  
    - [Overview](https://docutech.com/about-us/)
    - [Contact Us](https://docutech.com/about-us/contact-us)

- Let's Talk

- Solutions 
    - [Overview](https://www.docutech.com/solutions?hsLang=en)
    - [Document Solutions](https://www.docutech.com/solutions/document-solutions?hsLang=en)
    - [eClosing](https://www.docutech.com/solutions/eclosing?hsLang=en)
    - [Document Generation](https://www.docutech.com/solutions/document-generation?hsLang=en)
    - [Fulfillment](https://www.docutech.com/solutions/solutions-fulfillment?hsLang=en)
- Resources 
    - [Overview](https://www.docutech.com/resources?hsLang=en)
    - [Solution Briefs](https://www.docutech.com/resources/solution-briefs?hsLang=en)
    - [Request a Demo](https://www.docutech.com/docutech-request-a-demo?hsLang=en)
    - [Compliance](https://www.docutech.com/resources/compliance?hsLang=en)
    - [Blog](https://blog.docutech.com/)
- Partners 
    - [Overview](https://www.docutech.com/partners?hsLang=en)
- About Us 
    - [Overview](https://www.docutech.com/about-us?hsLang=en)
    - [Contact Us](https://www.docutech.com/about-us/contact-us?hsLang=en)

# Looking Ahead: Simultaneous Broker Document Copies

Sep 14, 2020

 Topics: [Document Updates](https://compliance.docutech.com/tag/document-updates)

<http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fcompliance.docutech.com%2F2020%2F09%2F14%2Flooking-ahead-simultaneous-broker-document-copies%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin> <https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fcompliance.docutech.com%2F2020%2F09%2F14%2Flooking-ahead-simultaneous-broker-document-copies%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fcompliance.docutech.com%2F2020%2F09%2F14%2Flooking-ahead-simultaneous-broker-document-copies%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=> <http://www.facebook.com/share.php?u=https%3A%2F%2Fcompliance.docutech.com%2F2020%2F09%2F14%2Flooking-ahead-simultaneous-broker-document-copies%3Futm_medium%3Dsocial%26utm_source%3Dfacebook>

We have started building a foundation to allow broker versions of some standard documents to print in lender initial disclosure document packages that will be managed through configurations. The addition of document coding, alternate document print conditions, copy adjustments based on new settings, and new related data fields will begin this week. The changes will only affect documents in the future when the new functionality becomes available for clients to set up. This is a long term project on our road map and will take several release cycles to complete and become available for client use. We will provide updates below as documents are modified to support the new functionality. These modifications will not impact existing functionality.

The following documents have been or will be modified to support future functionality:

- - Certification and Authorization (Cx13) – 10/10/2020 – DR 330231
    - CA Fair Lending Notice (Cx991) – 10/10/2020 – DR 329227
    - ECOA Notice (Cx1413) – 10/08/2020 – DR 329488
    - NY Insurance Disclosure (Cx1572) – 05/21/2021 – DR 344933
    - CA Insurance Disclosure (Cx2350) – 09/15/2020 – DR 327666
    - WA Broker Application Disclosure (Cx2655) – 02/12/2021 – DR334100
    - CA Disclosure Receipt (Cx2687) – 10/08/2020 – DR 329790
    - ID Mortgage Banker Application (Cx2688) – 02/12/2021 – DR 337461
    - OR Escrow Account Statement (Cx2761) – 02/03/2021 – DR 336814
    - OR Escrow Account Option Notice (Cx2775) – 02/03/2021 – DR 336389
    - WA Interest Rate Lock Agreement (Cx2792) – 02/11/2021 – DR 337236
    - Appraisal Disclosure (Cx3397) – 02/04/2021 – DR 334393
    - Disclosure of Multiple Roles in a Consumer Real Estate Transaction (Cx3581) – 02/05/2021 – DR 337022
    - DE Broker Agreement (Cx3583) – 05/21/2021 – DR 342676
    - WA Conflict of Interest Disclosure (Cx3705) – 02/11/2021 – DR 337425
    - NV Employee Disclosure (Cx3839) – 02/12/2021 – DR 337410
    - OR Float or Lock Agreement (Cx4297) – 02/03/2021 – DR 336455
    - CA Mortgage Brokerage Agreement (Cx2784) – 10/10/2020 – DR 330081
    - NM Freedom to Choose Insurance Company (Cx2794) – 02/08/2021 – DR 336391
    - CA Addendum to Uniform Residential Loan Application (Cx2796) – 10/08/2020 – DR 329492
    - CA Title Insurance Disclosure (Cx2799) – 10/02/2020 – DR 329298
    - CA Balloon Disclosure (Cx2800) – 12/24/2020 – DR 334405
    - FL Anti-Coercion Insurance Notice (Cx2834) – 2/26/2021 – DR 338210
    - Notice of Intent to Apply for Joint Credit (Cx3393) – 10/01/2020 – DR 327941
    - Va Notice (Cx3592) – 3/26/2021 – DR 340508
    - PA Application Disclosure (Cx3738) – 03/01/2021 – DR 338547
    - WA Disclosure Receipt (Cx3747) – 12/24/2020 – DR 334119
    - ME Disclosure to Consumer (Cx3764) – 06/08/2021 – DR 344953
    - Loan Brokerage Agreement (Cx3841) – 12/24/2020 – DR 334098 – 03/02/2021 – DR 338255
    - Right to Choose Attorney (Cx3846) – 03/16/2021 – DR 339041
    - AK Anti-Coercion Insurance Disclosure (Cx3842) – 2/1/2021 – DR 336429
    - AL Mortgage Broker Agreement (Cx4068) – 5/26/2021 – DR 342682
    - 1003 Uniform Residential Loan Application (Cx4193) – 09/18/2020 – DR 327674
    - ME Broker Agreement (Cx4517) – 06/02/2021 – DR 344955
    - MD Broker Contract (Cx4565) – 5/28/2021 – DR 342680
    - OR Late Charge Notice (Cx4679) – 12/24/2020 – DR 334096
    - VT Application Capacity Notice (Cx4816) – 05/21/2021 – DR 344951
    - NY Lock-In Agreement (Cx5099) – 05/20/2021 – DR 344930
    - NM Attorney Preference (Cx8809) – 02/01/2021 – DR 336393
    - CO Tangible Net Benefit Disclosure (Cx12873) – 02/11/2021 – DR 337218
    - CO Reasons for Loan (Cx12874) – 02/09/2021 – DR 337211
    - NV Acknowledgment of Dual Capacity (Cx13030) – 02/12/2021 – DR 337410
    - MA No Doc/Limited Doc Disclosure (Cx13093) – 03/29/2021 – DR 340484
    - NC Acknowledgment of Fixed Rate Loan Terms and Costs (Cx13327) – 06/08/2021 – DR 341757
    - NV Disclosure of Fees Earned by Mortgage Company NRS 645B.305 (Cx14279) – 2/03/2021 – DR 336442
    - NM Rate Lock Disclosure (Cx14305) – 02/05/2021 – DR 336967
    - MT Mortgage Loan Rate Lock Commitment (Cx14844) – 02/01/2021 – DR 336684
    - OR Spanish Good Faith Estimate (Cx15656) – 12/24/2020 – DR 334112
    - OR Spanish General Disclosure (Cx15657) – 12/24/2020 – DR 334112
    - OR Spanish Truth-In-Lending Disclosure (Cx15658) – 12/24/2020 – DR 334112
    - PA Lock-in Agreement (Cx15748) – 03/02/2021 – DR 338645
    - NC Fee Information From Your Mortgage Broker (Cx15944) – 04/13/2021 – DR 341759
    - CA Fair Lending Notice (Cx16170) – 10/10/2020 – DR 329227
    - ID Commitment Agreement (Cx16367) – 01/27/2021 – DR 336387
    - CO Conflict of Interest Disclosure (Cx17091) – 02/12/2021 – DR 337240
    - NM Favorable Terms Disclosure (Cx18456) – 12/24/2020 – DR 334407
    - Loan Estimate (Cx18565) – 10/02/2020 – DR 329176
    - ID Notice of Financial Interest in Title Company (Cx18886) – 02/12/2021 – DR 337242
    - WA Loan Brokerage Agreement (Cx19136) – 02/12/2021 – DR 334100
    - Itemization of Fees (Cx19209) – 02/11/2021 – DR 337199
    - FHA Non-Purchasing Spouse (NPE) Authorization (Cx19872) – 10/10/2020 – DR 329963
    - CA REL Supplemental Disclosure (Cx19898) – 10/09/2020 – DR 329792

Questions or concerns about these changes should be directed to Client Support at 1.800.497.3584.

*TW 309507*

[Return to Blog](https://compliance.docutech.com)

### Stay informed.

---

Subscribe to emails to get notified when new content is published.

### Category / Topics

[Document Updates](https://compliance.docutech.com/tag/document-updates)

### Recent Posts

<https://compliance.docutech.com/document-updates-wyoming-notice-and-explanation-of-fee-increase-tridcx19752-and-wyoming-notice-and-explanation-of-fee-increase-cx16634>

#### [Document Updates: Wyoming Notice and Explanation of Fee Increase (TRID)(Cx19752) and Wyoming Notice and Explanation of Fee Increase (Cx16634)](https://compliance.docutech.com/document-updates-wyoming-notice-and-explanation-of-fee-increase-tridcx19752-and-wyoming-notice-and-explanation-of-fee-increase-cx16634)

Sep 14, 2020

<https://compliance.docutech.com/document-updates-new-jersey-notarial-certificate>

#### [Document Updates: New Jersey Notarial Certificate](https://compliance.docutech.com/document-updates-new-jersey-notarial-certificate)

Sep 14, 2020

<https://compliance.docutech.com/document-updates-md-loan-commitment-cx4174-and-md-financing-agreement-cx2171>

#### [Document Updates: MD Loan Commitment (Cx4174) and MD Financing Agreement (Cx2171)](https://compliance.docutech.com/document-updates-md-loan-commitment-cx4174-and-md-financing-agreement-cx2171)

Sep 14, 2020

The preceding is for informational purposes only and is not and may not be construed as legal advice. No third-party entity may rely upon anything contained herein when making legal and/or other determinations regarding its practices, and such third party should consult with an attorney prior to embarking upon any specific course of action.

Solutions

- [Overview](https://docutech.com/solutions/)
- [Document Solutions](https://docutech.com/solutions/document-solutions)
- [eClosing](https://docutech.com/solutions/eclosing/)
- [Document Generation](https://docutech.com/solutions/document-generation)
- [Fulfillment](https://docutech.com/solutions/solutions-fulfillment)

Resources

- [Overview](https://docutech.com/resources/)
- [Solution Briefs](https://docutech.com/resources/solution-briefs)
- [Request a Demo](https://docutech.com/docutech-request-a-demo)
- [Compliance](https://docutech.com/resources/compliance)
- [Blog](https://blog.docutech.com)

Partners

- [Overview](https://docutech.com/partners/)

About Us

- [Overview](https://docutech.com/about-us/)
- [Contact Us](https://docutech.com/about-us/contact-us)

Connect

- 1795 International Way  
  Idaho Falls, ID  
  83402
- Toll Free  [800-497-3584](tel:+8004973584)
- Office  [208-715-3186](tel:+2087153186)
- Support  [Send a Message](https://docutech.atlassian.net/servicedesk/customer/user/login?destination=portals)

<https://www.linkedin.com/company/docutech>

---

- [Privacy Policy](https://www.firstam.com/privacy-policy/)
- [Accessibility](https://www.firstam.com/accessibility/)
- [Terms of Use](https://www.firstam.com/terms-of-use/)

---

©2023 First American Mortgage Solutions, LLC. All rights reserved.

First American Mortgage Solutions, LLC, and its affiliates make no express or implied warranties respecting the information presented and assume no responsibility for errors or omissions. Title insurance and settlement services are provided by First American Title Insurance Company, an affiliate of First American Mortgage Solutions, LLC.

First American, the eagle logo, firstam.com, CleanFile Solutions®, ConformX®, Docutech, the Docutech logo, FirstMod®, and Solex® are registered trademarks or trademarks of First American Financial Corporation and/or its affiliates.

MISMO® and SMART Doc® are trademarks of the Mortgage Industry Standards Maintenance Organization.

MERS® is a trademark of MERSCORP Holdings, Inc., doing business as ICE Mortgage Technology. All rights reserved.

Other products and services are or may be trademarks of their respective owners. References to third parties and their products and services are not intended to imply affiliation with or sponsorship of or by First American Financial Corporation and/or its affiliates.

Do Not Sell or Share My Personal Information

Back to top

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Abe Skousen",
    "url" : "https://compliance.docutech.com/author/abe-skousen"
  },
  "dateModified" : "2026-07-24T22:11:32.535Z",
  "datePublished" : "2020-09-14T07:00:00.000Z",
  "headline" : "Looking Ahead: Simultaneous Broker Document Copies",
  "mainEntityOfPage" : {
    "@id" : "https://compliance.docutech.com/2020/09/14/looking-ahead-simultaneous-broker-document-copies",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://compliance.docutech.com/hubfs/Docutech_White_RGB-1.png"
    },
    "name" : "First American Mortgage Solutions"
  }
}
```