DocMagic offers you three great options to meet your HELOC document needs. Unlike Fannie Mae notes and security instruments, there are no "standard" documents for Home Equity Lines of Credit (HELOCs). Each program has unique parameters such as draw and repayment periods, minimum payment calculations, fees, charges, rounding requirements, initial discount periods, payment application procedures, etc.

HELOC Loan Documents... Get Started NOW!

  1. Generic HELOC Plan Codes: Quick and convenient access to your own HELOC plan codes is now available in the DocMagic software. These plans offer the most popular HELOC terms and are available at no additional charge. Time frame: Available Today

    Investor Name: Generic Plans, Investor Code: DSI

    For addition information, click here.

  2. Customize the Generic HELOC Plan Codes: If you require slight variations on the Generic HELOC Plan Codes, such as different fee amounts or other fees, please complete this Questionnaire. Time frame: 3-5 Business Days.

  3. Custom HELOC Documents: For higher volume customers (10+ states and 250 minimum monthly volume), we offer Custom HELOC packages. Examples include: Bank of America, Credit Suisse First Boston, HSBC, The Winter Group, and Sovereign Bank.

    For pricing information and time frame details, complete this questionnaire and contact Rick Leonard at rickl@docmagic.com or (800) 649-1362 x 215.

How the System Works
Create HELOC documents in the DocMagic software you already use - there is no need to learn a new program.

Keeping You in Compliance With Our In-house Team
At DSI, compliance is monitored by in-house Legal Department, compliance managers and investor specialists and backed by a $5,000,000 errors and omissions policy. DSI's HELOC documents were developed to conform strictly to the requirements of the Regulation Z (including the Federal Reserve Board's Official Staff Commentary) relative to open-end lines of credit as well as state-specific requirements.

Our in-house legal counsel is available to assist with any compliance-related question and is available via phone, email or fax. You won't find a better team to work with in the industry.