Earnest Money Contract
We recommend you use an Earnest Money Contract once you have agreed on a price and when accepting earnest money from your buyer. The title company will also want a copy of this when we open title.
Download Earnest Money Contract (133.8K)
If you are selling this property using one of our owner financing programs, you'll also need this addendum which includes the financing terms (payment, interest rate, etc.).
Download Seller Financing Addendum (74.4K)
FNMA 1003 Loan Application
This is a full loan application and will be needed if you want us to buy or originate a loan with less than three months seasoning (in most cases). We are also happy to contact the borrower directly and obtain this information via phone if that is more convenient.
Download 1003 Loan Application (23.7K)
FNMA 1003 Loan Application (Spanish)
This is a full loan application and will be needed if you want us to
buy or originate a loan with less than three months seasoning (in most
cases).
Download 1003 Loan Application (Spanish).pdf (556.6K)
HUD-1 Settlement Statement
If you will not be closing your sale with a title company, use this form to document your sales price, down payment, amount financed, etc. You'll also want to make a copy of the certified funds used for the down payment.
Download HUD-1 Settlement Statement (142.2K)
Portfolio Sreadsheet
This is a sample spreadsheet showing the basic information we'll need to price a portfolio of loans (5 or more).
Download Portfolio Spreadsheet (17.5K)
QuickApp
Use this form as a simple application to gather information from your buyer. We'll use this information to check the buyer's credit and let you know what financing options are available.
Quote Request Form (seasoned loans)
In order for us to provide you with an accurate quote for your owner financed note or contract, please fill in as much information as available and email or fax this form to us at 888-446-3690. Someone from our office will call or email you promptly to let you know we've received your request.
Download quote_request.pdf (65.3K)
Truth in Lending Disclosure
If you are a Real Estate Investor and have sold 5 or more properties in the 12 month period preceding the sale of a property in which you are offering (or have offered) owner financing, you are subject to RESPA guidelines and are required to provide your buyer with a Settlement Statement and a Truth in Lending disclosure. You'll also want to have a loan application on file for them.
Download Truth in Lending disclosure (56.8K)
W-9 Form
You are collecting payments and do not have your payor's social security number. If they are reluctant to give it to you just by you calling and asking for it, try sending this official form from the IRS to request it from your buyer.
