Proficient Note Buyers
  • Due Diligence Checklist
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.

Proficient Note Buyers
  • Blog
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.




  • News
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.


Copyright © 2007 Proficient Note Buyers, LLC - All Rights Reserved
Website by bizmarquee.com