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HUD Forms - Settlement Statements
CFPB Forms - Loan Estimate & Closing Disclosure

If you work with Settlement Statements, you are probably already aware that the existing Housing and Urban Development forms 1 & 1A will be replaced by Consumer Financial Protection Bureau forms effective August 1, 2015. The replacement forms are the Loan Estimate and Closing Disclosure forms. These two new forms are one of the main reasons we’ve updated WHUD3 after 6 years of free upgrades.

After all that time, you didn’t expect we would simply add two new forms, did you? Of course not. We’ve incorporated every new programming technique and user-friendly feature we’ve learned over the years in order to access new capabilities in Windows 7 and Windows 8. And we did it all while still maintaining compatibility with Windows XP! On top of that we've added a Mac OSX version!!

Compatibility & Hardware Requirements

WindowsHousing and Urban Development Forms/Loan Estimate & Closing Disclosure (HUD4) is compatible with Windows 8, Windows 7, Windows Vista, and Windows XP.

Mac OSX—Versions 10.7 and higher.

Microsoft Word - Word is required for previewing and printing forms. This is true for both the Windows and Mac OSX versions.

Monitor Resolution - 1024 x 768 is the recommended minimum resolution but HUD4 works with lower resolutions as well.


Completely redesigned data entry screens—our new screens are as easy to look at as they are to work in. The tree view keeps all forms one mouse click away and the background shading and screen fade-ins make text reader-friendly. Of course, the best screens duplicate the paper forms in order to be more readily comprehended by the viewer; the new HUD4 screens are all that and more! Click here to see an illustration of the opening screen.

Addendum Forms—these forms are for including entries that won't fit on the government-published forms (see a sample). This new function is especially useful to offices that told us they never had enough blank lines.

Infinitely ModifiableBecause everything is previewed in Word before printing, your printed forms are as extensively modifiable as any Word document would be.

Included Forms

  • HUD Settlement Statement Form 1

  • HUD Settlement Statement Form 1A,

  • HUD Good Faith Estimate,

  • CFPB Loan Estimate,

  • CFPB Closing Disclosure,

  • Settlement Check (up to 20 per file), and

  • Tax Proration Table (click here for screen illustration).

Flexible Data Entry—if you want to enter text where the form expects a dollar amount, go right ahead. You won't get an error message that forces you to enter a number or nothing.

Ghost Prompts—in certain fields you'll see gray text suggesting the type of entry that is expected for the field. Once you complete the field, the ghost prompt disappears. They are invisible when a form is printed.

Quick HelpRight click your mouse on many fields and you get help as to the data source for the field in question.

New Fieldsfor "paid outside closing" (POC) amounts.

Print-Shop-Perfect FormsAll form previewing and printing is done via Microsoft Word for professional-looking forms on any paper size, unlimited formatting, and the ability to access exotic print functions.

PDF File Conversion, Emailing, Spell-Checkingonce your documents are previewed in Microsoft Word, all these functions and more are readily available and easily accessible.

PDF Resources—over 200 pages of government instructions, guides, completed samples and more.

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