DOCUMENTATION CHECKLIST *** Agreement with American Funding Resources, signed and dated A copy of the signed closing or settlement statement when property was sold, showing disbursement of funds Copies of the signed promissory note, showing recording stamp (if applicable) Copies of the recorded mortgage, deed of trust, or contract, showing recording stamp Note seller's Loan amortization schedule, If available A copy of borrowers hazard (fire) insurance policy, naming (you) the note holder as a loss payee or mortgagee, if available (or) Insurance Agent’s contact information: name, telephone, etc. A copy of a Owners and/or Lenders title insurance policy, issued at the time of closing on the sale of the property (not a commitment), if available A copy of the Warranty Deed showing your transfer of title to the new owner. ( or ) If this is a Contract for Deed or agreement for deed type of security instrument, a copy of the actual recorded Warranty Deed showing ownership of the subject property by (you) the contract holder. Pay History Verification Form (attached): complete, sign, date and return Personal information about the Mortgagor(s) / Payor(s), such as their name(s), addresse(s), and phone number(s) Employment information on payors. If available. ( Employers name, address, phone # ) If the instrument is serviced through a third party collection agent, please provide their name, address, account number, and phone number Evidence of real estate tax current status ( recent statement from County Tax office ) Any
other documents, as needed
Documentation Checklist - printable version of this Checklist; documents and information needed
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