Mortgage Lending · Vendor & Partner Information
Document preparation vendor agreements
A contract between a mortgage lender and a firm that prepares closing loan documents, setting terms, fees, and responsibilities.
What it usually contains
- Scope of services: which document sets and disclosures are generated
- Per-loan or per-package fee schedule and billing terms
- Compliance warranties for state and federal document accuracy
- Turnaround times, system access, and support commitments
- Data security, confidentiality, indemnification, and termination clauses
What the assistant uses it for
Answering what a document preparation provider charges per loan package, who is liable if closing documents are wrong or out of date, and how the agreement can be ended or renewed.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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