Get Started
Select the setup sheet that matches your lending program and desired services. Each sheet collects the information we need to prepare loan documents and/or perform other ancillary services for your transactions. Once we receive it, a member of our team will review it and contact you about next steps.
Residential Lender Setup Sheet
For lenders originating loans secured by 1–4 family residential property needing loan documents and/or fulfillment services. Set Up Residential Lender
Residential Initial Disclosures Setup Sheet
For lenders needing initial disclosures sent on its behalf. Set Up Residential Lender
Texas Residential Lender Setup Sheet for Texas Review Only
For lenders requesting Texas loan review service only. Set Up Texas Residential for Texas Review Only
Private / Investor Lender Setup Sheet
For private lenders, funds, commercial lenders, and investor-lenders making business-purpose loans. Set up Private Investor Lender
Contact us at helpdesk@shankspc.com and we’ll direct you.
Submitting a setup sheet does not create an attorney-client relationship. A relationship is formed only after we complete our conflict review, and you and the firm sign a written engagement agreement. Please do not include confidential transaction details, borrower personal information, or Social Security numbers until an engagement is in place and we’ve given you secure submission instructions. Shanks & Associates, P.C. prepares loan documents on behalf of lenders. We do not represent borrowers, guarantors, or other parties to the transaction, and nothing on this site is legal advice to any borrower or third party.
