Loan officers and mortgage processors
Starting a new mortgage application to ensure all initial disclosures are sent on day 1.
Use cases
About
This mortgage loan disclosures guide for BRANCH 1111 - SAN ANTONIO organizes 61 required documents and forms across the loan lifecycle, from initial application to processing. The BRANCH 1111 - SAN ANTONIO - LOAN DISCLOSURES GUIDE template covers key categories including 'SEND ON DAY 1 OF APPLICATION', 'Wet Sign', 'Print From Point', and 'eSign - DocuSign - Template Group', with specific nodes like 'Loan Estimate (LE)', '1003 URLA', and 'CFPB - YOUR HOME TOOLKIT'. It is structured as a single-sheet mind map with color-coded branches for different sending stages, making it a practical mortgage loan disclosures cheat sheet for loan officers and processors. The template ensures compliance by grouping documents such as 'ECOA (EQUAL CREDIT OPPORTUNITY ACT)' and 'PATRIOT ACT - CUSTOMER IDENTIFICATION DOCUMENTATION' under the eSign branch, while 'SEND AFTER - AppraisaL Ordered' and 'SEND AFTER - Flood cert. is ordered' handle post-order disclosures.
Terms and ConditionsWhen to use this template
Loan processors and closing coordinators
Preparing the eSign package after initial application to send compliance documents like ECOA and Patriot Act disclosures.
Mortgage processors and compliance officers
Managing post-order disclosures after appraisal or flood cert is ordered, such as the Appraisal/Valuation Acknowledgement.
How to use this template
Step 1
Open and Navigate the Workflow
Open the .xmind file to view the structured loan disclosure branches organized from initial application through processing.
Step 2
Follow and Track Disclosure Sequences
Navigate the color-coded branches in order from Day 1 requirements to post-order disclosures to ensure all 61 documents are accounted for.
Step 3
Customize and Export Your Checklist
Modify document nodes to fit your specific branch needs and export the final map as a PDF or checklist for team tracking.
Frequently asked questions
The template includes 61 nodes covering all major mortgage disclosure documents, organized by sending stage: day 1, wet sign, print, eSign, and after appraisal or flood cert. It features forms like Loan Estimate, 1003 URLA, and various CFPB booklets.
Open the .xmind file in Xmind, then follow the branches chronologically: start with 'SEND ON DAY 1', collect wet signatures, print required forms, send eSign packages, and proceed to post-order disclosures after appraisal and flood cert.
Yes, the template is fully editable. You can add or remove documents, update branch names, and customize checklists to match your branch's specific compliance requirements.
The 'Wet Sign' branch contains documents that require physical signatures, such as 'Borrower Signature Authorization', '4506-T', 'Borrowers' Certification and Authorization', and 'SSA-89'.
Yes, the template is designed for BRANCH 1111 but can be easily adapted by renaming the root topic and adjusting state-specific disclosures like 'TEXAS PREQUALIFICATION LETTER'.
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