Printable Forms
This page provides common documents that are used during the loan process.
Uniform Residential Loan Application    PDF  423k    
Solicitud Uniforme para Préstamo Hipotecario Residencial    PDF  1420k    
Borrower's Certification and Authorization    PDF  52k    
Consumer Handbook on Adjustable Rate Mortgages (ARM)    PDF  707k    
Credit Report Authorization and Release    PDF  68k    
Disclosure Notices    PDF  88k    
Good Faith Estimate    PDF  347k    
Notice of Special Flood Hazards and Availability of Federal Disaster Relief Assistance    PDF  80k    
Tax Information Authorization    PDF  425k    
The Federal Equal Credit Opportunity Act    PDF  71k    
The Housing Financial Discrimination Act of 1977 Fair Lending Notice    PDF  99k    
Truth in Lending Disclosure Statement (RegZ)    PDF  90k    
Uniform Residential Loan Application (1003)    PDF  423k    
LDP-GSA Form    PDF  113k    
Broker Certification    PDF  133k    
Loan Options Certification    PDF  1037k    
AntiSteering SAMPLE    PDF  98k    
Anti-Steering Disclosure    PDF  199k    
Telephone Confirmation    PDF  52k    
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Get Adobe Acrobat Reader NOTE: Some of these forms may be in Portable Document Format (PDF) and you will need Adobe Acrobat Reader to view them. To get Adobe Acrobat Reader, click on the Acrobat Reader icon and follow the instructions.
Contact Information
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Office: (714) 935-2581
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Is it possible to upload colored documents?


Yes. You can upload colored documents. However, it is important to note that each document must be no larger than 25 mg. You may wish to split your colored documents so that each upload is no larger than 25 mg.



Can we view our documents in Broker Connect?


Yes. With your loan open in Broker Connect, select the Conditions & Documents tab. Scroll down to the Documents Section. Click on the document that you wish to view. A window will open asking if you want to Open, Save or Save As. Click Open.



Will we receive a Disclosure Acknowledged Date?


When your disclosures have been acknowledged by your borrower(s), you will receive an email that says, “You can now order your appraisal for loan number ____. “



Will our Loan Officers be automatically notified of Status Changes?


Yes. Automatic notifications are built into the system at each status change.



Are our appraisals uploaded for us?


You will continue to upload your appraisals, just as you have in the past.



How do I order Docs from Broker Connect?


The Doc Request Form is on the Log-In page of Broker Connect under Resources & Tools in Printable Forms.



If you have further questions that should be posted, please send your question to

Sharon Gunther at



Essex Mortgage
2200 West Orangewood Avenue, Suite 150, Orange, CA  92868
Toll Free:  (888) 892-4070
Office:  (714) 935-2581
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