Forms and Other Documents
| Title | |||
|---|---|---|---|
|
Recovery Fund Claim Form |
Consumers | February 4, 2022 | Download |
|
Recovery Fund Claim Form (Unlicensed Activity) |
Consumers | February 4, 2022 | Download |
|
Fee Schedule (Effective November 1, 2023 – October 31, 2024) Contains all fees collected in support of licensing activities. |
Mortgage Banker, Mortgage Company, Mortgage Origination, Mortgage Servicing | August 16, 2024 | Download |
|
Mortgage Company: Conditional Pre-Qualification Letter (Form A) |
Mortgage Company, Mortgage Origination | March 11, 2025 | Download |
|
Mortgage Company: Conditional Approval Letter (Form B) |
Mortgage Company, Mortgage Origination | March 11, 2025 | Download |
|
Complaint Form and Instructions |
Consumers | February 4, 2022 | Download |
|
Mortgage Company: Required Disclosure – Specific Notice to Mortgage Applicant (7 TAC §56.200(b)) |
Mortgage Company, Mortgage Origination | April 10, 2025 | Download |
|
Mortgage Company: Required Disclosure – Consumer Complaint Notice Posted on Websites (7 TAC §56.200(c)) |
Mortgage Company, Mortgage Origination | December 6, 2024 | Download |
|
Wrap Mortgage Loan Disclosure Form (Fillable) – English |
Mortgage Banker, Mortgage Company, Mortgage Origination | May 16, 2022 | Download |
|
Mortgage Company: Disclosure of Multiple Roles – Service as Loan Originator and Realtor |
Mortgage Company, Mortgage Origination | August 31, 2021 | Download |
|
Mortgage Company: Notice of Penalties for Making False or Misleading Statement – English |
Mortgage Company, Mortgage Origination | August 31, 2021 | Download |
|
Eligibility Determination Application Form needed by a potential licensee to request a criminal history evaluation regarding their eligibility for a license. NOTE: Only those with known criminal history should submit this application. |
Mortgage Origination | December 6, 2024 | Download |
|
Mortgage Banker: Required Disclosure – Consumer Complaint Notice Posted on Websites (7 TAC §57.200(c)) |
Mortgage Banker, Mortgage Origination | December 6, 2024 | Download |
|
Mortgage Banker: Conditional Pre-Qualification Letter (Form A) |
Mortgage Banker, Mortgage Origination | March 11, 2025 | Download |
|
Wrap Mortgage Loan Disclosure Form (Editable) – English |
Mortgage Banker, Mortgage Company, Mortgage Origination | May 16, 2022 | Download |
|
Residential Mortgage Loan Servicing Best Practices |
Mortgage Servicing | July 27, 2021 | Download |
|
Mortgage Banker: Required Disclosure – Specific Notice to Mortgage Applicant (7 TAC §57.200(b)) |
Mortgage Banker, Mortgage Origination | April 10, 2025 | Download |
|
Mortgage Banker: Conditional Approval Letter (Form B) |
Mortgage Banker, Mortgage Origination | March 11, 2025 | Download |
|
Wrap Mortgage Loan Disclosure Form (Fillable) – Spanish |
Mortgage Banker, Mortgage Company, Mortgage Origination | May 16, 2022 | Download |
|
Required Mortgage Servicer Disclosure Statement |
Mortgage Servicing | October 7, 2021 | Download |
|
Payoff Statement Form |
Mortgage Servicing | July 27, 2021 | Download |
|
Wrap Mortgage Loan Disclosure Form (Editable) – Spanish |
Mortgage Banker, Mortgage Company, Mortgage Origination | May 16, 2022 | Download |
|
Mortgage Banker: Disclosure of Multiple Roles – Service as Loan Originator and Realtor |
Mortgage Banker, Mortgage Origination | August 31, 2021 | Download |
|
Mortgage Company: Notice of Penalties for Making False or Misleading Statement – Spanish |
Mortgage Company, Mortgage Origination | August 31, 2021 | Download |
|
Residential Mortgage Loan Servicer Bond |
Mortgage Servicing | October 7, 2021 | Download |
|
Mortgage Banker: Notice of Penalties for Making False or Misleading Statement – English |
Mortgage Banker, Mortgage Origination | August 31, 2021 | Download |
|
3rd Party Debt Collectors Servicers Registration – Form MU1 |
Mortgage Servicing | January 20, 2022 | Download |
|
Mortgage Banker: Notice of Penalties for Making False or Misleading Statement – Spanish |
Mortgage Banker, Mortgage Origination | August 31, 2021 | Download |
|
3rd Party Debt Collectors Servicers Registration – Form MU2 |
Mortgage Servicing | January 20, 2022 | Download |
|
Spanish Claim Form and Instructions |
Consumers | February 4, 2022 | Download |
|
Fee Schedule (Effective November 1, 2024 – August 31, 2025) Contains all fees collected in support of licensing activities. |
Mortgage Banker, Mortgage Company, Mortgage Origination, Mortgage Servicing | August 16, 2024 | Download |
|
Complaint Form and Instructions – Spanish |
Consumers | February 4, 2022 | Download |
|
Assessment Rate Schedule Effective September 1, 2024 – August 31, 2025 Contains approved maximum assessment rates and FY2025 rates for annual fees collected in support of thrift activities. |
Thrift Regulation | August 16, 2024 | Download |
|
Application for a Branch Office of a Texas Savings Bank The form you are attempting to access is in the process of being updated and the new version will be published as soon as it is available. |
Thrift Regulation | January 15, 2025 | Download |
|
Savings Bank Quarterly Information Supplement |
Thrift Regulation | July 25, 2024 | Download |
|
Schedule A – Biographical and Financial Report The form you are attempting to access is in the process of being updated and the new version will be published as soon as it is available. |
Thrift Regulation | May 16, 2023 | Download |
|
Application to Reorganize, Merge, and/or Consolidate |
Thrift Regulation | March 6, 2025 | Download |
|
Application for Charter for a Texas Savings Bank The form you are attempting to access is in the process of being updated and the new version will be published as soon as it is available. |
Thrift Regulation | May 16, 2023 | Download |
|
Application for Investment in Subsidiary |
Thrift Regulation | November 14, 2024 | Download |
|
Expedited Application The form you are attempting to access is in the process of being updated and the new version will be published as soon as it is available. |
Thrift Regulation | May 16, 2023 | Download |
|
Application for Conversion into a Texas Savings Bank The form you are attempting to access is in the process of being updated and the new version will be published as soon as it is available. |
Thrift Regulation | May 16, 2023 | Download |
|
Application for Change of Control of a Texas Savings Bank |
Thrift Regulation | December 18, 2024 | Download |
|
Application for a Name Change |
Thrift Regulation | March 20, 2025 | Download |
|
Public Notice of Application |
Thrift Regulation | April 24, 2025 | Download |
