Mortgage Finance Docs & Forms

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First Mortgage Program Documents

General Forms for First Mortgage

Closing Cost Assistance Documents

Purchase Assistance Documents

Servicing Released Documents and Procedures

HOC FIRST MORTGAGE PROGRAM DOCUMENTS Affidavits and Disclosures	Required Document for Application & Credit Package Submission	Required Document for Settlement
Addendum to FHA Deed of Trust	-	X
Bogman's Form of First Payment Letter - Word Document	-	X
Certificate of Mortgagor	X	X
FHA Notice to Buyers	X
Information Regarding Potential Recapture Tax - 23rd Edition March 2012-January 2013	-	X
Mortgagor’s Affidavit	X	X
Mortgage Purchase Program (MPP) Disclosure Information	X
Mortgage Purchase Program (MPP) First Trust Guidelines & Procedures Manual-Draft 3-2012	First Trust Manual
Notice of Potential Recapture Tax	X
Occupancy Addendum	-	X
Participant's (Lender's) Affidavit	-	Shipping
Seller’s Affidavit	X	X

GENERAL FORMS FOR FIRST MORTGAGE	REQUIRED
Applicant’s Profile	Reservation & Credit Package Submission
Check Requisition / Settlement Agent Information	Credit Package Submission
Document Submission Checklist - FIRST MORTGAGE	Credit Package Submission
Reservation for HOC First Trust Mortgages -October 2011	Reservation & Credit Package Submission

MONTGOMERY COUNTY CLOSING COST ASSISTANCE PROGRAM DOCUMENTS	REQUIRED
Good Faith Estimate for Second Mortgage Lender Instructions - RESPA Requirement	Submit within 24hrs of Initial Application
Reservation of Funds Form for County Closing Cost Assistance - 5 for 5	Reservation & Credit Package Submission
Authorization for Automatic Withdrawal	Credit Package Submission
Disclosure of Information for Closing Cost	Credit Package Submission
Check Requisition/Settlement Agent Information Form	Credit Package Submission
Document Submission Checklist for Secondary Financing	Credit Package Submission
HOC Employer Identification Number - EIN	FHA Requirement
Revolving Closing Cost Assistance Manual

PURCHASE ASSISTANCE LOAN DOCUMENTS	REQUIRED
Reservation for HOC First Trust Mortgage - October 2011	Reservation & Credit Package Submission
Purchase Assistance Loan Program Disclosure	Credit Package Submission
Document Submission Checklist for Secondary Financing	Credit Package Submission
Purchase Assistance Loan Program Synoposis	FOR INFORMATION
Purchase Assistance Loan Program Manual	FOR INFORMATION

SERVICING RELEASED DOCUMENTS AND PROCEDURES	Post Closing and Shipping
Service Release Procedures	Synopis
Bogman, Inc. (Master Servicer) Loan Delivery Checklist	X
Service Release Shipping and Closing Instructions	X
Closed Loan Submission Worksheet	X
Transfer of Servicing Manual	X

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