Mortgage Disrupters Documents & Forms
Mortgage Disrupters Forms and Documents Library was created to help our loan officers:
Follow a consistent client-conversation process
Collect complete and accurate information
Clearly document the borrower’s goals and next steps
Submit stronger and more organized loan files
Communicate effectively with borrowers, Realtors and processing partners
Maintain better follow-up throughout the client relationship
Deliver the same Mortgage Disrupters standard on every opportunity
Each document has a specific purpose within the Mortgage Disrupters loan lifecycle.
HOW TO USE THE LIBRARY
1. Select the Correct Form
Choose the document that corresponds with the current stage of the borrower, partner or loan process.
2. Download the Current Version
Always download the form directly from this page to ensure that you are using the most recently approved version.
3. Complete the Form Thoroughly
Do not leave required sections incomplete. Include enough information for the next team member to understand the client’s situation without having to restart the conversation.
4. Save the Document Correctly
Use the approved Mortgage Disrupters file-naming convention:
Borrower Last Name – Document Name – Date
Example:
Johnson – DREAM Discovery Worksheet – 07-20-2026
5. Upload It to the Approved System
Completed forms should be saved in the borrower’s approved CRM, loan origination system or secure company document location.
Do not send Social Security numbers, bank statements, tax returns, identification documents or other sensitive financial information through unsecured email, text message or social-media messaging.
