After review, Docutech has updated the print configurations for Cx2999 “TX Mortgage Banker Disclosure” and Cx3883 “TX Mortgage Company Disclosure” according to guidance from the Texas Department of Savings and Mortgage Lending. The Department indicates that Cx2999 should print when a licensee is “a Texas Mortgage Banker or licensed as a Residential Mortgage Loan Originator that is sponsored by a Texas Mortgage Banker [pursuant to Texas Finance Code § 157].” The Department also indicates that Cx3883 should print when a licensee is “a Texas Mortgage Company or a Residential Mortgage Loan Originator that is sponsored by a Texas Mortgage Company [pursuant to Texas Finance Code § 156].”
Previously, Cx2999 printed when Lender Is A Broker (18205) = No. This configuration did not take into consideration printing for Residential Mortgage Loan Originators that are sponsored by Texas Mortgage Bankers [pursuant to Texas Finance Code § 157].
To rectify this, Cx2999 will now print under the following conditions:
Condition 1
State Code (2279) = Texas
Document Package Type (18215) = Initial Disclosure
Lender Is A Broker (18205) = No
Texas License Type (118757) = Not Selected
Condition 2
State Code (2279) = Texas
Document Package Type (18215) = Initial Disclosure
Texas License Type (118757) = Chapter 157
And, Cx3883 will now print under the following conditions:
Condition 1
State Code (2279) = Texas
Document Package Type (18215) = Initial Disclosure
Lender Is A Broker (18205) = Yes
Texas License Type (118757) = Not Selected
Condition 2
State Code (2279) = Texas
Document Package Type (18215) = Initial Disclosure
Texas License Type (118757) = Chapter 156
Texas License Type (118757) = Chapter 158
Texas License Type (118757) = Chapters 156 & 157
Texas License Type (118757) = Chapters 156 & 158
Texas License Type (118757) = Chapters 156, 157, & 158
Texas License Type (118757) = Chapters 157 & 158
Texas License Type (118757) = Other License Type (National, 342, etc.)
Additionally, the Cx ID “3883” remains the same, but the document description has been updated in Docutech’s document library from “TX Residential Mortgage Loan Originator Disclosure” to “TX Mortgage Company Disclosure”.
These changes are available for testing on Stage & Stage 2 servers and will take effect on July 4, 2025. If you have any questions or concerns, please contact Client Support at 1.800.497.3584.
COM-6261
DR-187758