Downloadable Information and Forms

Disclosures, toolkits, booklets and brochures

Downloadable Resources

The mortgage process requires the completion of a substantial amount of paperwork. The forms are easy to understand and not difficult to complete, but must be done to complete your loan application. In an effort to make this process easier for our clients, we have compiled and shared the most commonly used forms on this page.

Charm Booklet

This document explains what you need to know about adjustable-rate mortgages.
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HELOC Brochure

This document explains what you should know about home equity lines of credit.
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12-Day Cashout Disclosure

Required disclosure form for use with equity loans.
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Your Home Loan Toolkit

The toolkit provides a step-by-step guide to help you understand the nature and costs of real estate settlement services, define what affordable means to them, and find your best mortgage.
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Use this checklist to prepare all the necessary documents to apply for your mortgage.
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Use this form to authorize payment for a fee payment.
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If you have questions about any of these forms, please feel free to call us at 512.328.0400 or email us at