This comprehensive cheat sheet describes 167 different loan documents so you can feel fully prepared to explain them to signers.
What’s Inside:
🔹 Detailed descriptions of 167 common loan documents
🔹 Easy-to-read format for quick reference during signings
🔹 Perfect for new and experienced Notary Signing Agents
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Address Certification
2. Affidavit of Continuous Marriage
3. Affidavit of Death of Joint Tenant
4. Affidavit of Death of Spouse
5. Affidavit of Death of Spouse Survivorship
6. Affidavit of No Debts/Liens
7. Affidavit of Payment of Taxes
8. Affidavit of Settlement Agent
9. Affidavit to Affirm Conveyance
10. Affiliated Business Arrangement Disclosure
11. Agreement for the Arbitration of Disputes
12. Aggregate Analysis Trial Balance
13. Aggregate Escrow Accounting Disclosure
14. Amortization Schedule
15. Appraisal Disclosure/Disclaimer
16. Assignment - General Request for Special Notice
17. Assignment of Ownership Documents
18. Assignment of Proprietary Lease
19. Assumption of HUD/FHA Insured Mortgages Released of Personal Liability
20. Authorization to Reverify
21. Automatic Drafting Authorization
22. Billing Rights
23. Borrower Consent to the Use of Tax Return Information
24. Borrower Credit Program Disclosure
25. Borrower General Contact Form
26. Borrower Loan Options
27. Borrower Property Condition Certificate
28. Borrower’s Affidavit
29. Borrower’s Certification and Authorization
30. Borrower’s Disbursement Authorization
31. Borrower’s Identity-Of-Interest Certification
32. Borrower’s Income Certification
33. Certificate of Loans to One Borrower
34. Certificate of Trust
35. Certification of Exemption from Withholding Requirements of Foreign Investment in Real Property Tax Act
36. Certification of Trust
37. Claim of Lien
38. Closing Disclosure
39. Closing Instructions
40. Closing Statement Addendum
41. Commitment Letter
42. Compliance Agreement
43. Conditional Commitment Direct Endorsement Statement of Appraised Value
44. Consumer Credit Score Disclosure Conditions
45. Conveyance to Foreign Entities Affidavit
46. Corporate Quitclaim Deed
47. Corporation Assignment Deed of Trust
48. Correction Agreement Limited Power of Attorney
49. Customer Identification Verification
50. Deceased Joint Tenancy Affidavit
51. Declaration of Abandonment of Declared Homestead
52. Deed of Trust
53. Errors and Omissions Correction/Compliance Agreement
54. Escrow Waiver
55. Estoppel Affidavit (By Individual Giving Deed-In-Lieu of Foreclosure) - Full Reconveyance
56. Evidence of Property Insurance
57. Fair Lending Notice
58. False Statement/Employment/Occupancy Form
59. Federal Equal Credit Opportunity Act Notice
60. Fire Insurance Authorization
61. First Payment Letter / Payment Letter
62. Fixed Rate Note
63. Flood Insurance Authorization
64. Florida Now Restricts the Sale of Property to Foreign Principals Notice
65. FNMA 1009 Affidavit
66. General Disclosure Notice (Applicable to All Applicants)
67. Good Faith Addendum
68. Good Faith Estimate of Settlement Charges
69. Grant Deed
70. Hardship Letter
71. Hazard Insurance Authorization
72. Home Equity Line of Credit
73. Homestead Declaration
74. Homestead Waiver
75. HUD-1 Addendum
76. HUD-1 Settlement Statement
77. Impound Authorization
78. Initial Escrow Disclosure
79. Instructions to Escrow (Closing Instructions)
80. Insurance Information Sheet
81. Insurance Premium Disclosure
82. Inter Vivos Revocable Trust as Borrower Acknowledgment
83. Inter Vivos Revocable Trust Rider
84. Interest Rate and Loan Fee Policy
85. Interspousal Transfer Grant Deed
86. Interspousal Transfer Grant Deed Community Property with Right of Survivorship
87. IRS 4506-C Request (IVES Request for Transcript of Tax Return)
88. IRS Form 4506-T
89. IRS Form 8821 Tax Information Authorization
90. IRS W-9 Form (Request for Taxpayer Identification
Number and Certification
91. Itemization of Finance Charges
92. Joint Tenancy Grant Deed
93. Lead Paint Disclosure
94. Limited Power of Attorney
95. Lien Search
96. Loan Conditions
97. Loan Disbursement Summary
98. Loan Estimate
99. Loan Quality Initiative Disclosure
100. Lock-In Agreement
101. Long Form All-Inclusive Deed of Trust and Assignment of Rents
102. Long Form Deed of Trust and Assignment of Rents
103. Long Form Security - Land Contract
104. Mortgage Broker Fee Disclosure
105. Mortgage’s Affidavit for Master Home Equity Loan Policy and Certificate Program (Oath)
106. Multistate Planned Unit Development Rider
107. Name Affidavit
108. Nearest Living Relative
109. Non-Impound Notice
110. Note / Promissory Note
111. Notice Concerning the Furnishing of Negative Information
112. Notice of Applicant to Receive Copy of Appraisal
113. Notice of Right to Cancel
114. Notice of Termination of “Right of First Refusal”
115. Notice to Purchaser-Mortgagor
116. Occupancy Affidavit
117. Occupancy Affidavit and Financial Disclosure Status Conditions
118. Opt-Out for Credit Monitoring
119. Overnight Fee Statement
120. Partial Reconveyance
121. Payment Letter
122. Payoff Statement
123. PMI Initial Disclosure
124. Privacy Policy
125. Promissory Note
126. Property Locator
127. Provider of Service Schedule
128. Quitclaim Deed
129. Release of Claim of Mechanics Lien
130. Request and Authorization for Lender’s Loss Payable Endorsement
131. Request for Loss Payable Endorsement
132. Request for Notice
133. Residential Mortgage Credit Score Disclosure Exception Notice
134. Revocation of Power of Attorney
135. Right to Cancel
136. Section 225 Affidavit
137. Security Instrument Cover Sheet
138. Seller’s and/or Purchaser/Borrower’s Statement
139. Service Provider Acknowledgement
140. Settlement Certificate
141. Short Form Deed of Trust and Assignment of Rents (Individual)
142. Signature Affidavit and AKA Statement
143. Signature Statement Acceptance of Terms and Conditions
144. Special Power of Attorney as to Real Property
145. Specific Release of Lien
146. Split Closing Disclosure
147. State Application Disclosure
148. Statement of Anti-Coercion
149. Statement of Information
150. Subordination Agreement - Existing Deed of Trust to Additional Advance
151. Subordination Agreement - Lease to Deed of Trust
152. Subordination Agreement (Form A) - Existing Deed of Trust to New Deed of Trust
153. Subordination Agreement (Form B) - New Deed of Trust to New Deed of Trust
154. Substitution of Trustee
155. Substitution of Trustee & Full Reconveyance
156. Supplemental Consumer Information Form
157. Temporary Payment Stubs
158. Terms of Your Loan
159. Title V - Gramm-Leach-Billy Act Disclosure
160. Transfer of Servicing Disclosure
161. Trust Certification
162. Truth in Lending Disclosure
163. Uniform Residential Loan Application
164. Uniform Residential Loan Application - Lender Loan Information
165. USA Patriot Act Identification Verification
166. Verification of Important Loan Information
167. Warranty Deed
