MANUAL-FORMS & DOCUMENTATION EXAMPLES FOR INTRODUCTION TO NOTES & MORTGAGE BUYING
The forms and documentation presented are examples only.
Please be aware required forms may vary from state to state. Therefore, you should carefully research and acquire the appropriate forms and documentation through legal council and your CPA on tax issues to determine it conforms to the legal and tax requirements in your state.
Contents:
AGREEMENT: Contract With Independent Contractor
AFFIDAVIT: Trustee’s Affidavit
AGREEMENT: To Broker Instrument (s)
AGREEMENT: Installment Note Agreement
AGREEMENT: Personal Property Trust Agreement
AGREEMENT: Promissory Note Agreement
AGREEMENT: Purchase and Sale Agreement
Instrument(s)
AGREEMENT: Sale and Purchase of Promissory Note
ASSIGNMENT: Deed of Trust
AUTHORIZATION: To Receive Consumer Reports
AUTHORIZATION: To Release Loan Information
CHECK LIST: Closing Check List
CHECK LIST: Future File/Completed Transaction
Check List
CHECK LIST: Photo Copies Needed
CHECK LIST: Submission Check List
DEED OF TRUST
ESCROW: Escrow Agreement1
ESCROW: Escrow Agreement2
ESTOPPEL: Letter To Seller
ESTOPPEL: Mortgage Estoppel Letter — Payor
ESTOPPEL: Original Mortgage Affidavit
LETTER: Cover Letter To Underwriter
LETTER: Insurance Notification Letter
LETTER: Interest Paid Letter
LETTER: Notification Letter to Payor
LETTER: Offer “A” Letter
LETTER: Payments Past Due Letter
LETTER: Pay-Off Instruction Letter
LETTER: Verification Letter To Payor
RECOURSE LANGUAGE
REQUEST: For Notice Of Default Letter (Senior Lien
Holder Letter)
REQUEST: Information Needed From Note Seller
REQUEST: To Investor For Quote
WORKSHEET: County Assessor Questions
WORKSHEET: Mortgage / Trust Deed Intake Sheet
Worksheet
NOTE SELLER: Questions For Phone Talk
WORKSHEET: To Purchase Notes / Mortgages
Contents:
AGREEMENT: Contract With Independent Contractor
AFFIDAVIT: Trustee’s Affidavit
AGREEMENT: To Broker Instrument (s)
AGREEMENT: Installment Note Agreement
AGREEMENT: Personal Property Trust Agreement
AGREEMENT: Promissory Note Agreement
AGREEMENT: Purchase and Sale Agreement
Instrument(s)
AGREEMENT: Sale and Purchase of Promissory Note
ASSIGNMENT: Deed of Trust
AUTHORIZATION: To Receive Consumer Reports
AUTHORIZATION: To Release Loan Information
CHECK LIST: Closing Check List
CHECK LIST: Future File/Completed Transaction
Check List
CHECK LIST: Photo Copies Needed
CHECK LIST: Submission Check List
DEED OF TRUST
ESCROW: Escrow Agreement1
ESCROW: Escrow Agreement2
ESTOPPEL: Letter To Seller
ESTOPPEL: Mortgage Estoppel Letter — Payor
ESTOPPEL: Original Mortgage Affidavit
LETTER: Cover Letter To Underwriter
LETTER: Insurance Notification Letter
LETTER: Interest Paid Letter
LETTER: Notification Letter to Payor
LETTER: Offer “A” Letter
LETTER: Payments Past Due Letter
LETTER: Pay-Off Instruction Letter
LETTER: Verification Letter To Payor
RECOURSE LANGUAGE
REQUEST: For Notice Of Default Letter (Senior Lien
Holder Letter)
REQUEST: Information Needed From Note Seller
REQUEST: To Investor For Quote
WORKSHEET: County Assessor Questions
WORKSHEET: Mortgage / Trust Deed Intake Sheet
Worksheet
NOTE SELLER: Questions For Phone Talk
WORKSHEET: To Purchase Notes / Mortgages
