Template guide
Mortgage disclosure
Puts required disclosures in front of a borrower and records that they read and accepted them.
Start free, upload your own PDF, and place these fields on it. No card needed.
Recipients
3
In routing order, below
Fields
4
4 of them required
Payment at signature
Not usually
Add one if the deal needs it
Routing
Who signs it
In the order they should receive it.
Borrower
Reads, consents and signs.
Co-borrower
Signs where there is one.
Loan officer
Counter-signs.
Fields
The fields it needs
Assign every field to the recipient who has to fill it in. A field with no owner is the most common reason a document comes back unfinished.
| Field | Who fills it | Required |
|---|---|---|
| Signature | Every borrower | Yes |
| Full name | Every borrower | Yes |
| Date signed | Every borrower | Yes |
| InitialsOn each disclosure page. | Every borrower | Yes |
Before you send
What to get right
- This is the document where the audit trail matters most. Every view and every field change is timestamped against the person who made it.
- The consent gate runs before the document is readable, so the record shows the disclosure was accepted before anything was signed.
- Verify a completed file with a public link rather than emailing a screenshot of a log.