Mortgage Broker Agreement Template

Download a blank fillable Mortgage Broker Agreement Template in PDF format just by clicking the "DOWNLOAD PDF" button.

Open the file in any PDF-viewing software. Adobe Reader or any alternative for Windows or MacOS are required to access and complete fillable content.

Complete Mortgage Broker Agreement Template with your personal data - all interactive fields are highlighted in places where you should type, access drop-down lists or select multiple-choice options.

Some fillable PDF-files have the option of saving the completed form that contains your own data for later use or sending it out straight away.


Company Name:
Phone Number, NMLS:
Use this agreement for closed end transactions ONLY
In this Agreement, YOU, (
), are referred to as “the applicant” or
“you,” and WE, (
), are referred to as “the mortgage broker
company,” or “we,” or “us.”
This agreement is entered into between the applicant and the mortgage broker company this
_________ day of ________________, 20__. The parties are entering into this agreement to
satisfy the requirements of s. 224.79(1), Wis. Stats., and DFI-Bkg 44.01, Wis. Admin. Code.
This form must be used in conjunction with a federal Good Faith Estimate form pursuant to the
Real Estate Settlement Procedures Act of 1974 (“RESPA”), as amended; the Truth In Lending
disclosures required pursuant to the federal Truth In Lending Act, as amended; and the state
disclosure statement required pursuant to s. 224.79(2), Wis. Stats.
You understand that the mortgage broker company may not make residential mortgage loans or
loan commitments, guarantee acceptance into any particular loan program, or promise any
specific loan terms or conditions.
This Agreement provides that the mortgage broker company, for a period of _____ days, will
exercise its efforts to negotiate and obtain a bona fide mortgage loan commitment on behalf of
the applicant, based on the following (or better) terms and conditions:
Principal Amount $________________
Interest Rate _________%
Fixed rate or variable rate ___________
Term ______________
Years of amortization _______________
The interest rate ____ Is locked in for _____ days. ____ Is Not locked in
Loan Type ____ VA ____ FHA ____ Conventional ____ Non-conventional _____ Other
This loan will be a ____ First Mortgage ____ Second Mortgage ____ Other
This mortgage _____ Does ____ Does Not have a prepayment penalty
This mortgage _____ Does ____ Does Not have a balloon payment
This mortgage _____ Is ____ Is Not an “Interest Only” mortgage
This mortgage ____ Is ____ Is Not subject to negative amortization
Ver 11/ 2010
Page 1 of 3


00 votes

Related Articles

Related forms

Related Categories

Parent category: Financial
Page of 3