Stay ahead with trusted industry insights and compliance updates.

Document Updates: Update to DC Red Flag Warning Disclosure Notice (Cx4245)

Jan 26, 2024

According to D.C. Code Ann. § 26-1152.11, lenders making covered loans are required to send the borrower a Red Flag Warning Disclosure Notice (our ...

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Document Updates: AZ HELOC Deed of Trust (Cx1374), DC HELOC Deed of Trust (Cx2167), and NJ HELOC Mortgage (Cx1359)

Jan 25, 2024

We have made updates to three HELOC security instruments.

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Document Updates: Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (Cx7938)

Jan 24, 2024

The “Certificate of Foreign Status” (our Cx7938) is used for foreign persons that have amounts that are subject to US tax withholding. Part I of the ...

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Document Updates: HELOC Historical Table on HELOC Important Terms (Cx21651)

Jan 10, 2024

Our standard HELOC Important Terms document (Cx21651) has a table that shows how the Annual Percentage Rate and the minimum monthly payments for a ...

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Document Update: Informed Consumer Choice Disclosure Notice (Cx41)

Jan 4, 2024

The “Informed Consumer Choice Disclosure” is a model form available online at FHA Model Documents SF. Regulations for this document require that the ...

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Document Updates: Support for Settlor Power of Attorney Fields in Inter Vivos Revocable Trust Acknowledgments and Riders

Jan 4, 2024

Corresponding with our enhancement to ConformX to support Settlor Power of Attorney (POA) fields in signature lines (as announced in Oct Release ...

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Document Updates: Vermont High Rate/High Point Notices (Cx3708) Suspension Lifted

Jan 4, 2024

Due to high interest rates, the Vermont Commissioner of Financial Regulation signed an order to suspend the disclosure requirements pursuant to ...

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Document Update: Florida Witness Lines Removed by Default & Optional Witness Address Fields Added

Dec 30, 2023

*Please note the shortened testing period for this change at the bottom of this announcement.

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Document Updates: Postponed Changes for Social Security Number Verification (Cx5579), DC Deed of Trust Second (Cx474), and FHA AK Deed of Trust (Cx19359)

Dec 30, 2023

These previously announced changes were originally planned to take effect December 27, 2023:

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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.

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