Mortgage Broker Compliance Disclosures To Investors

Generate the documents you need as a mortgage broker to supply to your investors. Our Broker's Investor Packages app is for investor documents and disclosure by a mortgage broker to his or her private investors. It is your responsibility to determine if it is lawful (and the state and federal laws you must comply with) to make this loan, broker this loan, and/or sell it to private investors.

Features
- 50 States
- Complete set of investor docs and disclosures for brokers
- Lender/Purchaser Disclosure Statement (up to 10 investors)
- Investor Questionnaire
- Loan Sale and Servicing Agreement
- IRS W-9.
- The application generates a separate set for each investor

No items found.

$199

Jurisdictions Covered

Michigan

Indiana

Orange County, Florida

Ontario

United Kingdom

Worldwide

Los Angeles, CA

Africa

Middle East

USA - Federal

England

Sweden

USA - All States

Canada - All Provinces

Who is this app for?

Law Firms

Languages

English

Are you an attorney? Contact us to use this app as a template for your firm

DossDocs

The attorneys at Doss Law have worked and practiced law in the mortgage industry for a combination of well over 50 years. Doss Law is laser focused on transactional mortgage law, with a very large portion of that work spent on loan documentation, investor disclosures and other mortgage documents.

Loan documents, investor disclosures and other mortgage documents can be tedious to produce, expensive to pay for and take hours or even days to receive. That is why we have teamed up with top notch software developers, technology providers, coders, and web developers to bring you DossDocs.com. Doss Docs is a simple, cloud-based platform that cuts the time to create great loan documents from hours to about 15-20 minutes. The application listens for your answers to our questions during the intake process and adds or eliminates documents to the final output for a truly custom experience.

Call

(800) 779-1362

Created by

Dennis H. Doss is the owner and founder of Doss Law, LLP. Licensed as an attorney since 1978, Dennis represents private and hard money lenders and carryback sellers in Orange County and throughout California. He counts many of the top private or hard money mortgage lenders as his clients.

Christopher J. Donovan, under the tutelage of Dennis H. Doss, has become highly skilled in mortgage finance law. Chris is a driven, meticulous and reliable attorney with transactional legal experience in real estate, mortgage lending and securities while working with a wide variety of institutional, professional and individual clients.

App Updates

Version

1.0

Current

This is the initial version of the application.