Mortgage Loan Originator Industry Forms

This webpage has important industry forms that mortgage loan originators use during the course of a transaction.

Disclosure Forms

Dual Status Disclosure

This Real Estate Commission approved form is mandatory and is used to disclose to a client that a licensee holds both a mortgage loan originator AND a real estate broker license.

Lock-In Disclosure Form

This form must be used for all transactions not under the authority of the TILA-RESPA Integrated Disclosure Rule and for which the applicable GFE, Hud-1 and Truth-in-Lending disclosures are used.

2015 Colorado Tangible Net Benefit Disclosure

At the time of completing a loan application the mortgage loan originator must complete a Tangible Net Benefit Disclosure form with the borrower(s).

Agreement for Loan Modification

This mandatory agreement is entered into by the homeowner and the prospective mortgage loan originator prior to the mortgage loan originator negotiating a loan modification. The agreement discusses roles, responsibilities, legal rights by the homeowner and the overall review of the loan modification process.