09.14.20   •   Document Updates

Looking Ahead: Simultaneous Broker Document Copies

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.

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