Client Resources & Tools
Helpful Resources for Smoother Closings
Client Resources & Tools
Whether you are reviewing fees, preparing disclosures, or estimating recording costs, these resources provide quick access to information you can use throughout the loan process. Mortgage transactions involve countless details, and having the right information at the right time can help prevent delays, reduce uncertainty, and improve the borrower experience. Our Client Resources & Tools library brings together practical, easy-to-use references developed around the issues our clients encounter every day. Explore our resources and check back as we continue adding new tools and guidance.
Finance Charge Reference Guide
Quickly review whether common loan and closing fees are generally treated as finance charges for disclosure and compliance purposes. Use this reference as a convenient starting point when reviewing fees, preparing disclosures, or evaluating potential changes to loan costs.
Recording Fee Estimator
Estimate recording costs based on the state, document type, and number of pages expected to be recorded. This state-by-state resource can help provide more accurate fee estimates earlier in the loan process and reduce the need for manual calculations.
Built for Real-World Mortgage Operations
Our resources are designed to provide clear, practical information that supports faster decisions and more efficient closings. Additional tools, reference guides, and client resources will be added over time.
Disclaimer
Important: These resources are provided for general informational and reference purposes only. Requirements may vary based on transaction details, applicable law, investor guidance, and subsequent regulatory changes. Users should independently confirm accuracy before relying on this information.