---
title: RESPA Compliance Checklist for Mortgage Lenders | Paperform
description: Digital RESPA compliance checklist for mortgage lenders to verify affiliated business arrangement disclosures, good faith estimates, and settlement procedure requirements.
url: "https://paperform.co/templates/respa-compliance-checklist-for-mortgage-lenders"
type: static
generatedAt: "2026-03-28T00:45:03.267Z"
---

[← Back to free form templates](/templates/)    ![RESPA Compliance Checklist for Mortgage Lenders](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/respa-compliance-checklist-for-mortgage-lenders.png)
    [Preview](https://_preview.paperform.co/ai-template/respa-compliance-checklist-for-mortgage-lenders) [Use this template for free](/create?ai-template=respa-compliance-checklist-for-mortgage-lenders)    [Legal & Compliance Forms](/templates/category/legal/)[Financial & Accounting Forms](/templates/category/financial/) [Finance](/templates/industry/finance/)[Banking](/templates/industry/banking/) [Lawyer](/templates/role/lawyer/)[Banker](/templates/role/banker/)[Loan Officer](/templates/role/loan-officer/)[Compliance Officer](/templates/role/compliance-officer/)     About this free form template
### RESPA Compliance Made Simple for Mortgage Lenders

The Real Estate Settlement Procedures Act (RESPA) requires mortgage lenders to maintain strict compliance standards when it comes to settlement procedures, affiliated business arrangements, and good faith estimates. Managing RESPA compliance manually through spreadsheets and paper checklists creates unnecessary risk and inefficiency for lending teams.

This **RESPA Compliance Checklist template** provides mortgage lenders, compliance officers, and loan processors with a structured digital form to verify all required disclosure and settlement procedure requirements are met. Built specifically for financial services teams who need to document compliance across every loan file, this template helps ensure your lending operations meet federal regulations while streamlining your internal review process.

#### Streamline Compliance Documentation

With Paperform, you can customize this RESPA checklist to match your institution's specific compliance workflow. The form covers essential verification points including affiliated business arrangement (AfBA) disclosures, good faith estimate (GFE) accuracy, settlement service provider relationships, and required timing disclosures. Conditional logic ensures reviewers only see relevant questions based on the loan scenario, making the compliance review faster and more accurate.

#### Integrate with Your Lending Technology Stack

Connect this form directly to your loan origination system, compliance management software, or document repository using Paperform's native integrations or [Stepper](https://stepper.io) workflows. Automatically route flagged items to compliance managers, generate audit trails, and keep your team aligned without manual data entry. Whether you're using Encompass, Calyx Point, or proprietary systems, Paperform fits seamlessly into your existing technology environment.

#### Built for Financial Services Compliance

Mortgage lenders and financial institutions trust Paperform's SOC 2 Type II compliant platform to handle sensitive compliance documentation. With role-based permissions, secure data storage, and detailed submission logs, you can maintain the audit trail regulators expect while giving your team a tool that's actually easy to use.

Transform your RESPA compliance process from a paper-based burden into an efficient, auditable workflow that protects your institution and accelerates loan processing.
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