What's New May 2026

The SmartSign Plus eSignature workflow has been enhanced to enable selection of individual documents to include in a package preview and submission for electronic signing. This update enables greater flexibility by letting you select a subset of documents from a list of all available documents to include in the package submitted for electronic signature through SmartSign Plus.

Closing Disclosures Titles

Demographic Information Addendum

Updated the Demographic Information Addendum form to uncheck the "Logos supported" checkbox.

Escrow Account Disclosure

Inter Vivos Revocable Trust Rider

Revised the Inter Vivos Revocable Trust Rider form to populate the Settlor signatures when trustors exist.

Loan Agreement Construction

Loan Estimate Addendum

Updated the Loan Estimate Addendum to correct the title. The title that appears for a borrower/applicant’s trustee in the Date and Parties block is occasionally grammatically incorrect. When the party is a trust, the current logic always displays "Trustees of the" after the name, even when there is only one trustee. The rule has been updated so that "Trustee of the" will appear when a trust has a single trustee, and "Trustees of the" will appear when the trust has multiple trustees. This change ensures the title is always grammatically accurate.

Loan Estimate Addendum Spanish

Updated the Loan Estimate Addendum Spanish to correct the title. The title that appears for a borrower/applicant’s trustee in the Date and Parties block is occasionally grammatically incorrect. When the party is a trust, the current logic always displays "Trustees of the" after the name, even when there is only one trustee. The rule has been updated so that "Trustee of the" will appear when a trust has a single trustee, and "Trustees of the" will appear when the trust has multiple trustees. This change ensures the title is always grammatically accurate.

Note Consumer

Revised the Note Consumer form, payment section, to support a custom repayment method. If any phase has a custom repayment method, the custom repayment method language that is passed will cover the payments for the entire loan, whether it is a single-phase or a two-phase loan.

Notice Of Action Taken

Added the Notice of Action Taken form to the Consumer Direct Adverse Action and Home Equity Adverse Action packages.

Private Mortgage Insurance Disclosure

Updated the Private Mortgage Insurance Disclosure to include loan-to-value ratio ("LTV") in the Disclosures for Fixed Rate Mortgages. In addition, hardcoded text changes have been made to the first paragraph elements in Section - "Disclosures for Fixed Rate Mortgages" and Section - "Disclosures for Variable Rate Mortgages".

Release Of Real Estate Security Instrument

Report and Certification of Loan Disbursement

The logic regarding "Discount Points Charged" and "Discount Points Financed" fields has been reverted to its previous state prior to a recent change that aimed to remove obsolete TRID data. This reversion was necessary because the previous attempt to remove obsolete data inadvertently removed logic to ensure that the correct point amounts print.

Request for Verification of Deposit

Revised the Request for Verification of Deposit form to add a new font style attribute to the Table - "Information To Be Verified". In addition, formatting changes applied by the addition of an element and new fonts style attribute, were made to the Table - "Deposit Accounts of Applicant(s)" and Table - "Loans Outstanding To Applicant(s)".

Settlement Certification

Revised the Settlement Certification form to update package rules so the document is selected only for FHA purchase money transactions.

Acknowledgement for Non-Trust Entities

Selected non-trust entity signers have been added into the Unique Individual Capacity iterations for the acknowledgment content.

With this change, all unique, selected signers on behalf of non-trust entities now receive an acknowledgment when such an acknowledgment is executed in California (one acknowledgment per unique person signing the document, regardless of what roles they are signing in).

Real Property Recordation and Tax-DC

Updated the Real Property Recordation and Tax for District of Columbia form to correct the spelling of the word "Suffix" on page 5. As part of this change, the PDF image was updated accordingly to correct the spelling of the hardcoded text "Suffix".

Security Affidavit for the District of Columbia-DC

Updated the Security Affidavit for the District of Columbia-DC form to uncheck the "Logos supported" checkbox option in the Document Properties.

Public Notice Regarding Foreclosure-HI

Updated the Public Notice Regarding Foreclosure-HI form to changes the font size to a 14-point (14pt) font size. Note that sections that are not specifically a part of the notice (title, date and parties, tagline, signature sections) were not included in this font-size change and remain standard size.

Within the body of the form, the hardcoded text within the paragraph elements was updated by adding “14pt” emphasis and attributes, in the following sections and notices:

• Notice - What is Foreclosure
• Notice - Read to Understand
• Section - Step One
• Section - Step Two
• Section - Please Note
• Section - Step Three
• Section - Step Four

Notice To Borrower-IN

Updated the Notice to Borrow IN form to uncheck the "Logos supported" checkbox option in the Document Properties.

Counseling Notice-MD

Updated the Counseling Notice-MD form to uncheck the "Logos supported" checkbox option in the Document Properties.

Notice of Commencement-NE

Updated the Notice of Commencement-NE form to use a jurat when signing as opposed to acknowledging their signature.

Commercially Reasonable Means or Mechanism Worksheet-NV

Updated the Commercially Reasonable Means or Mechanism Worksheet-NV form to uncheck the "Logos supported" checkbox option.

Lock In Agreement-NY

Updated the Lock-In Agreement-NY form to remove the aggregation type for the Lock-In Fee and Commitment Fee on the RESPA Good Faith Estimate (GFE).

Prevailing Interest Rate Commitment-NY

Updated the Prevailing Interest Rate Commitment-NY form to revise the print statement for the name of the source where the 30-day Average SOFR Index is published or available to read: "published each business day on the Federal Reserve Bank of New York website (www.newyorkfed.org)."

Flood Insurer Preference-SC

Revised the Flood Insurer Preference-SC form to replace the content reference Section Lender and Borrower - Correspondence Dates with Section - Lender and Borrower - With Captions and Loan Number. The new section does not include the Date Mailed or Delivered, Date Application is Received or Prepared, and Date Returned to Lender fields.

FNMA FHLMC Deed of Trust

Revised the FNMA FHLMC Deed of Trust form to change the revision date in the tagline 09/25 for Tennessee MERS and non-MERS.

Rate Lock Agreement

Updated the Rate Lock Agreement to add a new condition for property located in Tennessee. This new condition reads, within the second paragraph, as follows: “If this mortgage loan does not close within the lock-in period, the lender is no longer obligated to the terms of this agreement.”

Deed of Trust Closed End

Updated the Deed of Trust Closed End form to replace the hardcoded text within the first paragraph element in the Section - "Conveyance" reading: "In consideration of Ten Dollars paid in hand" to now read: "For good and valuable consideration, the receipt and sufficiency of which is acknowledged”.

Motor Vehicle Title Application-UT