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.
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May 12, 2008
New and NoteWorthy
As the recently appointed editor of the NoteWorthy newsletter, I figure it's time for some cross-pollination for anyone involved in the real estate industry.
May 12, 2008
5 new rules for home sellers
Whether you're buying or selling, the real estate game has changed. To win, you've got to learn a new playbook.
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