Forms and Resources

The forms below are basic forms that may be used in the mortgage application process. To learn more about each individual form, please contact us.

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• Loan Application (1003)
• Borrower Signature Authorization
• Gift Letter
• Truth-In-Lending
• Truth-In-Lending Section 32 Disclosure
• Right to Receive Appraisal
• CA Fair Lending Notice Disclosure

Mortgage Bankers Association of America Consumer Information

The Mortgage Bankers Association of America is the preeminent association representing the real estate finance industry. Their consumer information site contains several tools and guides to aid in purchasing or refinancing a home.

Federal Reserve Board Consumer Information

The Federal Reserve Board maintains a web page with consumer information, including a section on home mortgages. The section covers topics such as finding the best mortgage and understanding ARMs.

Homebuyer Education by Freddie Mac

Freddie Mac is a publicly held corporation chartered by Congress to increase the supply of funds that mortgage lenders, such as commercial banks, mortgage bankers, savings institutions and credit unions, can make available to homebuyers and multifamily investors. This Freddie Mac site offers a step-by-step tutorial on the home buying decision process and the mortgage application process.

Office of the Comptroller of the Currency - Answers about Reverse Mortgages

The Office of the Comptroller of the Currency (OCC) charters, regulates, and supervises all national banks. It also supervises the Federal branches and agencies of foreign banks. Headquartered in Washington, DC, the OCC has four district offices plus an office in London to supervise the international activities of national banks.  This section provides detailed answers to a series of questions about reverse mortgages.

United States Postal Service Official Movers Guide

What happens after you complete the purchase process? This U.S. Postal Service site provides all kinds of tools and tips to help make the moving process easier.

U. S. Department of Housing and Urban Development - Buying a Home

U. S. Department of Housing and Urban Development website provides extensive information about buying a home including affordability, borrower's rights, tips and tricks for shopping for a loan, and details about different home buying programs including FHA loan programs and other special programs.

Fannie Mae - Home Buying Process

Fannie Mae is a government-sponsored enterprise (GSE) chartered by Congress with a mission to provide liquidity, stability and affordability to the U.S. housing and mortgage markets. Home Buying Process guide on their website offers valuable information about buying a home. This website also provides important information for home owners.