The following items are requested to submit the file for review:
You may also print a PDF version of this checklist.
- Recorded copy of the Security Instrument (Deed of Trust, Mortgage, Contract for Deed)
- Signed copy of the Note
- Recorded copies of all intervening Assignments/ Warranty Deeds and Note Endorsements (if applicable)
- Credit Report on Borrowers (if available, but not required)
- Pay History
- Title Policy (If the security instrument is a Deed of Trust or Mortgage this could be in the form of either a Mortgagee'/ Lender's Policy from the original sale, or a new Commitment. If the Security Instrument is a Contract for Deed a new Commitment will be required)
- Borrower's information (mailing address, social security number, phone number)
- Property Address, legal description, and parcel number
- Appraisal (if available but not required)
- Proof of insurance (if property has a structure on-site)
- Settlement statement from the sale of the property
 Click here for a printable PDF version of this checklist.
Our efforts stay focused on note holders. If you are a note finder, a note
broker, or anyone other than the actual note holder, please do not contact
us.
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