Resources
The OK CUREN Resources Page connects credit unions with trusted partners and service providers that support real estate and lending operations.
It’s a hub for discovering tools, solutions, and affiliates that help credit unions serve their members more effectively.
Forms, Templates & Job Aids
Practical tools to support daily lending, compliance, and operational workflows.
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Initial Borrower Interview Worksheet
Standardized intake tool to capture borrower goals, financial profile, and loan readiness.
Income Calculation Job Aid
Step-by-step reference for analyzing W-2, 1099, and Schedule C income.
Document Collection Checklists (Purchase & Refinance)
Stage-specific checklists to ensure complete and accurate borrower documentation.
Asset Sourcing & Appraisal Review Checklist
Combined checklist to validate asset documentation and identify common appraisal risks.
Self-Employed Borrower Documentation Guide
Reference guide outlining required income and business documentation for complex borrowers.
Rate Lock & Disclosure Timing Tracker
Job aid to track rate lock confirmations and ensure TRID timing compliance.
Credit Explanation Letter Template
Structured template to support underwriting review of credit anomalies or derogatory items.
Fair Lending & HMDA Quick Reference
Practical guide supporting ECOA compliance and accurate HMDA data collection.
Gift Funds Verification Template
Standard form to document, validate, and source gift funds in compliance with guidelines.
Closing & Post-Closing Review Checklist
Final verification tool covering CD review, funding authorization, and trailing documents.
Conditions Tracking Worksheet
Centralized tool for managing, clearing, and documenting underwriting conditions.
Borrower & Realtor Communication Templates
Pre-approved emails, talking points, and leave-behind materials for consistent partner communication.
The Servion Group
500 Main Street
New Brighton, MN 55112
Phone: (651) 631-3111
Toll Free: 1-800-340-7922
Fax: (651) 789-7932
4.X Cybersecurity GRC Forms, Templates & Job Aids
Standardized, exam-ready cybersecurity governance, risk, and compliance tools designed to help mortgage organizations manage cyber risk, meet regulatory expectations, and demonstrate effective oversight.
Cybersecurity Governance Charter
Defines program scope, authority, roles, and board-level oversight expectations.
Incident Response & Breach Notification Playbooks
Step-by-step response guides for ransomware, wire fraud, and data breaches.
Information Security & Data Protection Policy
Core policies covering NPI handling, access control, encryption, and acceptable use.
Business Continuity & Disaster Recovery Job Aids
Templates supporting BIA, recovery planning, and annual testing documentation.
Mortgage Cyber Risk Assessment Template
FFIEC-aligned assessment to identify, score, and prioritize cybersecurity risks.
Access Control & Privileged Account Review Checklist
Governance oversight for user access reviews, MFA enforcement, and least privilege.
Cyber Risk Register & Treatment Plan
Centralized log for tracking risks, remediation actions, and accepted exceptions.
Security Awareness & Training Program Tracker
Tools to manage role-based training, phishing simulations, and annual attestations.
Regulatory Compliance Mapping Worksheet
Maps controls to GLBA, FFIEC, NCUA, NYDFS, and SOC 2 requirements.
Audit, Exam & Evidence Mgmt Checklist
Organizes artifacts and responses for regulators, auditors, and examiners.
Third-Party & Vendor Risk Management Toolkit
Due-diligence questionnaires, vendor tiering, and ongoing monitoring checklists.
Cyber Metrics & Board Reporting Dashboard Template
Executive-level KPIs and KRIs to communicate cyber risk posture and trends.
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