DOCS NEEDED TO PROVIDE SERVICING FOR A NEW CLIENT/ENTITY

 

    During Due Diligence and Prior to Closing

   Investor/Company Information

   Executed Mutual Confidentiality and Nondisclosure Agreement

   Executed Servicing Agreement (+ Any Other Necessary Agreements)

   Corporate Documents (If Owner is a Corporate Entity)

Articles of Incorporation

Certificate of Good Standing

IRA Custodial Designation (If Owner is an IRA)

IRS Employer Identification Number Letter (IN)

Copy of Executed Purchase and Sale Agreement (PSA)

 

 After Closing Your Purchase:

Payment of Account Set-Up/Asset Boarding Fee

Payment of Necessary Operating Expense Advances (3 months Estimated Expenses)

 

 

 Contact Our Office As Soon As Possible After Execution of a PSA

Donnica Seymour 
803-391-3289 or boardingrequest@naamortgage.com