Attorneys

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Documents Needed

A. Loan Documents

  1. Purchase Agreement And Joint Escrow Instructions  (if applicable)
  2. All Disclosures
  3. Escrow Instructions and Amendments
  4. Preliminary Title Report
  5. Initial Loan Application
  6. Initial Broker and Lender Disclosures
  7. Appraisal Report (you are entitled to a copy)
  8. Complete Set Of Final Loan Documents (including purchase money 2nd if applicable)
  9. Final Closing Statement (HUD-1)
  10. Copy Of Last Arm Adjustment Notice (if applicable)
  11. Copy Of Most Recent Billing Statement
  12. Copy Of Recorded Deed Of Trust
  13. Lender's Initial Good Faith Estimate (at time of application)
  14. Notice Of Right To Rescission (2 copies per any person who has a vested interest in the property)
  15. Copy Of Pay Off From Previous Lender
  16. Notice of Default
  17. Notice of Trustee Sale
  18. Assignment of Beneficiary
  19. Substitution of Trustee

B. How To Deliver Documents:

  • Deliver them to my office.
  • Find a copying store to scan the documents into a PDF format, then email them to me. Note: I must be notified of the sender's email address in advance to avoid the Spam filter.
  • UPS,  USPS Priority Mail or FEDEX

C. How To Pay:

The Audit Fee ($695.00) is payable prior to the examination of your documents and may be paid by:
  1. Credit Card Using Pay Pal (recommended to get early start with desktop research prior to receipt of documents)
  2. Personal Check Accompanied With Your Documents (examination begins once check has cleared)
  3. Cash Delivered By You With Your Documents