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

Jurisdictions Covered
UK
United Kingdom
Worldwide
WY
Los Angeles, CA
Africa
Middle East
MN
VA
USA - Federal
MO
LA
IL
England
Sweden
USA - All States
Canada - All Provinces
UT
TX
NY
CO
CA
Who is this app for?
Law Firms
Languages
English
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Are you an attorney? Contact us to use this app as a template for your firm
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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
email

Created by

Dennis H. Doss
Manager
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
Partner
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.
Jurisdictions Covered
USA - All States
Who is this app for?
Law Firms
Languages
English
Documate file icon
Are you an attorney? Contact us to use this app as a template for your firm
Contact Us
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