Application checklist
Step One: Contact Information and Type of Transaction
- Compile the Sellers’ and Buyers’ contact information including phone numbers, addresses, and email addresses.
- Determine the type of Real Estate Transaction: Owner Finance with No Underlying Lien Owner Finance with a Wraparound Mortgage Owner Finance with a Subject to or Assuming Mortgage
- Determine how fees and closing costs will be paid.
Step Two: Closing Documents: Please provide the following information:
- Copy of Sales Contract, Addendums, and Disclosures
- Copy of All Underlying Lien Deeds of Trust
- Copy of Warranty Deed
- Copy of the Most Recent Mortgage Statement with the following information:
- Copy of Current Insurance Policy and receipt if insurance will be paid at Closing
- CDA’s/Realtor Information
- HOA Resale Certificate and HOA Management Company contact information
Step Three: Application and Payment
- Fill out the Interactive Form or Download the PDF Form
- Submit your Closing Application along with all the Closing Documents.
- Submit your Closing Application Fee online.
After reviewing the Application Checklist, submit your Closing Application in the Closing Application Form.