STANDARD SET-UP FOR ALL-INCLUSIVE TRUST DEED
COLLECTION ESCROW INSTRUCTIONS
Please
include all contact information; cell phones, email, etc.
Banking
Information for auto deposit-must complete ACH credit form & include
voided check.
Banking
Info for auto withdrawal-must complete ACH debit & form include
voided check.
EXHIBIT "A" - COLLECTION OF LATE CHARGES - IF REQUESTED
EXHIBIT "B" - TAX AND/OR INSURANCE RESERVE ACCOUNT AGREEMENT- IF REQUESTED
Property
Taxes - Include Property Tax Statement
Fire
Insurance - Include Fire Insurance Binder
EXHIBIT "C" - ALL INCLUSIVE/WRAP AGREEMENT REQUIRED TO BE SIGNED BY ALL
PARTIES
Must
include the following:
Copy of
First Lien Note
Copy of
First Lien Trust Deed
Copy of
Account Statement from First Lien Must
be included!
ORIGINAL
ALL-INCLUSIVE NOTE
ORIGINAL
RECORDED ALL-INCLUSIVE TRUST DEED
ORIGINAL
ASSIGNMENT OF TRUST DEED - IF APPLICABLE
ORIGINAL
REQUEST FOR RECONVEYANCE SIGNED BY ALL BENEFICIARIES
Partial
Reconveyance required for multiple properties and release provisions
POWER OF ATTORNEY OR PERSONAL REPRESENTATIVE VERIFICATION (IF APPLICABLE)
TRUSTEE'S
CERTIFICATION STATEMENT IF APPLICABLE
W-9 FOR ALL PARTIES: HUSBAND AND WIFE
LLCs and
corporations please provide tax identification numbers
LLCS
please provide a copy of the Operating Agreement
FEE SCHEDULE (INITIALED BY EACH PARTY)
PRIVACY POLICY (INITIALED BY EACH PARTY)
