Package Release Form
Package Release FormCustomer Information:
First Name Middle Initial (Optional) Last Name
Street Address (no P. O. Boxes please): City:
State: Zip:Home Phone: Work Phone (preferred but not required):
Customer’s Bank and Payment Information:
Routing Number (9 digits): Account Number:
Check Number: Checks-By-Phone Amount :
Client is purchasing a product for completing a Self-Directed loan restructure request and being provided with a package of information, all related forms, documents and lender packages when completed and submitted by the Client directly to the lender, allows the creditor to consider the Clients application for restructuring terms of their existing loan.
1) Interview homeowner, show options2) Send the loan restructure request package which consists of:
- Request Cover Letter
- Blank Client Pre-Qualification
- Instructional E-book
- HAMP and Traditional Loan Package
- 4506-T Form
- Real Estate Cash Flow Worksheet
- Profit and Loss Worksheet for self-employed homeowners
- Dodd-Frank Form
- RMA (Request for Modification Affidavit) Form
- ALL lender-specific forms, from AHMI to Wilshire and ALL lender contact information updated regularly
- Demand letter & QWR ( Qualified Written Request)
- 4 hours of consultation time with our specialists, available at Clients request, to provide information relative to the process and options for document preparation.
4) Assist to answer any questions throughout the process that may arise either verbally or written.Sign X___________________________________ Date______________
We are a Document Preparation Firm that staff consists of people with degree’s in Finance that have assisted many borrowers like you modify their mortgage with exceptional results over the last 5 years successfully thru various lenders.