STANDARD SET-UP FOR NOTE & 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
ORIGINAL
NOTE
Must
be included!
ORIGINAL
RECORDED TRUST DEED
ORIGINAL
ASSIGNMENT OF TRUST DEED - IF APPLICABLE
POWER
OF ATTORNEY OR PERSONAL REPRESENTATIVE VERIFICATION - IF APPLICABLE
Partial
Reconveyance required for multiple properties and release provisions
TRUSTEE'S CERTIFICATION STATEMENT (IF APPLICABLE)
POWER OF ATTORNEY OR PERSONAL REPRESENTATIVE VERIFICATION (IF APPLICABLE)
W-9
FOR EACH PARTY
LLCs and
corporations please provide tax identification numbers
LLCS
please provide a copy of the Operating Agreement
Corporations
please provide Bylaws and Shareholder Resolution
FEE SCHEDULE (INITIALED BY EACH PARTY)
PRIVACY POLICY (INITIALED BY EACH PARTY)
