Mortgage Broker Service Agreement

Streamline Your Mortgage Broker Agreements with Paperform

When clients are ready to work with a mortgage broker, clarity and transparency from day one builds trust and sets expectations. This Mortgage Broker Service Agreement template is built for mortgage brokers, independent loan officers, and mortgage brokerage firms who need a professional, legally sound contract to outline services, fees, and responsibilities.

Whether you're helping first-time homebuyers navigate the loan process or supporting seasoned investors with complex financing, this template covers all the essentials: loan type preferences, rate shopping commitments, application support, closing coordination, lender fee disclosure, and your commission structure.

Why Paperform for mortgage broker agreements?

Unlike static PDFs or clunky contract tools, Paperform lets you collect client information, disclosures, and signatures in one smooth, on-brand experience. The form adapts to your workflow with conditional logic—show different loan type options, adjust disclosures based on property type, and tailor commission terms to match your service model.

Once your client submits the agreement, you can use Papersign (papersign.com) to send the completed contract for secure eSignature, keeping everything linked to the original form submission for a clean audit trail. No more chasing down wet signatures or managing separate contract software.

And with Stepper (stepper.io), you can automate what happens next: trigger a welcome email sequence, create a task in your CRM, notify your team in Slack, and start a client onboarding checklist—all without manual handoffs.

Built for mortgage professionals who value compliance and client experience

This template is designed for mortgage brokers, loan officers, and brokerage firms who need to balance regulatory requirements with a client-friendly experience. It's structured to capture consent, set clear service expectations, and ensure full fee transparency—critical for building lasting client relationships and staying compliant.

Trusted by over 500,000 teams worldwide, SOC2 Type II and GDPR compliant, Paperform gives mortgage professionals the tools to deliver seamless, secure agreements that reflect the professionalism clients expect when making one of the biggest financial decisions of their lives.