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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April 01, 2014
A Coastal Conundrum
As a note holder, what should you do when the county comes after you when the property falls into neglect?
April 01, 2014
Real Estate Agent, Account Exec Sentenced for Massive Mortgage Fraud
A prominent North County married couple were sentenced Thursday to more than three years in prison for a multi-million dollar mortgage fraud scheme, centered in San Diego.
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