
Documents Needed
Ready to get your loans serviced?
Traditional Loan
-
Promissory Note
-
Deed of Trust
-
Closing Disclosure or HUD-1
-
Transfer of Lien (if applicable)
-
Allonge to Promissory Note
-
Truth-in-Lending
-
Sales Contract
-
1003 or Borrower Application
-
W-9
-
First Payment Letter
-
Homeowners Insurance
-
Tax Certificate
-
If Account is Escrowed: Initial Escrow Disclosure, Initial or Transfer of Escrow Funds
Wrap Loan
-
Promissory Note
-
Deed of Trust
-
Closing Disclosure
-
Sales Contract
-
1003
-
W-9
-
First payment Letter
-
Homeowner’s Insurance
-
Borrower(s) Information: Contact Number, Social Security #, and DOB
-
Copy of mortgage statement from underlying mortgage
-
Information for making payment to underlying mortgage (online or by phone. sign on information, phone number)