Washington State Department of Financial Institutions

2007 Mortgage Broker Annual Report

The 2007 Mortgage Broker Annual Report covers the time period of January 1, 2007 through December 31, 2007. Licensed Mortgage Brokers must deliver their completed report to DFI by March 31, 2008.

How To Complete Your 2007 Mortgage Broker Annual Report

To complete your 2007 Mortgage Broker Annual Report, you must follow these six steps:

  1. Print the 2007 Mortgage Broker Annual Report form (PDF)*.
  2. Complete the report by filling in your information.
  3. Review the report for accuracy.
  4. Sign the report.
  5. Make a copy of the report for your records.
  6. Deliver the original signed report to DFI by March 31, 2008.

How Do I Deliver My Completed 2007 Mortgage Broker Annual Report?

Mail your completed report to one of the following addresses:

Via US Postal Service
Department of Financial Institutions
Division of Consumer Services
PO BOX 41200
Olympia, WA 98504-1200 		Via Other Couriers
Department of Financial Institutions
Division of Consumer Services
150 Israel RD SW
Tumwater, WA 98501

Please note that the report must be delivered to DFI by March 31, 2008.

Frequently Asked Questions

  1. Do Branch Offices or Loan Originators have to file an Annual Report?

    No. The Annual Report filed by the licensed Mortgage Broker incorporates the activities of its Branch Offices and Loan Originators.
  2. Can I submit my Mortgage Broker Annual Report electronically?

    No. You must sign the completed report and deliver it to DFI by March 31, 2008.
  3. How do I report a “1st/2nd combination loan”?

    You must report all residential mortgage loans, even if they are secured by the same property. Therefore, a “1st/2nd combination loan” counts as 2 separate loans.
  4. What if I am a Loan Processor?

    Loan processors licensed as Mortgage Brokers must file an annual report. If they did not originate and close residential mortgage loans, they will enter zeroes (“0”) in their report.

Contact Us

If you have any questions about the 2007 Mortgage Broker Annual Report, please feel free to contact us by phone at 360-902-8703 or toll free at 1-877 RING DFI (746-4334). You may also email us at dcs@dfi.wa.gov.

* This document is a PDF file, and you will need Adobe Acrobat Reader to view it. If you don't already have Acrobat Reader installed on your computer, you may download it for free from Adobe.

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