Common Forms & Resources

Unless otherwise noted, the forms below are in PDF format.

Approvals

• Approval to Use Certain Words in Mortgage Business Titles
• Approval to Use D/B/A or Assumed Name
• Approved Credit line Providers

Application Forms

• Annual Certification of Inactive Status
• Authority to Release Information 
• Background Certification Form
• Background Report Instructions Page
• Branch Office Affirmation Form
• Certificate of Compliance
• Certification and Affirmation Form
• Change of Branch Address Affirmation 
• Change of Principal Office Address Affirmation 
• Deposit Agreement
• Dual Agency Affidavit
• Litigation Affidavit
• Lost License/Certificate Affidavit
• Mortgage Loan Originator Affirmation
• Mortgage Loan Servicer Net Worth Calculation Worksheet (Excel format)
  • Servicer Only
  • Third Party Servicing Only
  • Third Party Servicer who owns other mortgage loans or Servicing Rights
• Mortgage Loan Originator Renewal Affirmation
• Mortgage Loan Servicer Renewal Affirmation
• Personal Financial Statement
• Personal Questionnaire
• Website Authorization Instructions
• Website Authorization Form
• Statement of Proposed Ownership

Surety Bonds and Surety Bond Certifications

• Individual Certification Form
• Originating Entity Certification Form
• Cooperative Reverse Mortgage Surety Bond
• Individual MLO Surety Bond
• Originating Entity MLO Surety Bond
• Mortgage Banker Surety Bond
• Mortgage Broker Surety Bond
• Mortgage Loan Originator Surety Bond Instructions
• Mortgage Loan Servicer Surety Bond