Order Title - Mortgage Refinance

Order Title for Refinance

Thank you very much for choosing to refinance with Olde Key Title. In order to prepare for your settlement, please complete as much of this form as possible.

* Denotes a Required Field

Property Information

Property Address Example: 1234 Maple Avenue
City Example: Ourtown
State Example: Ourstate
Zip Example: 12345
Loan Amount Example: $750,000.00

First Borrower Information

Name * Example: Jack Smith
Social Security No Example: 123-45-6789
Home Telephone * Example: (301) 294-3333
Work Telephone Example: (301) 542-3333
Cell Number Example: (301) 542-3333
Fax Number Example: (301) 294-4905
Email Address * Example: Jack@email.com
Mailing Address Before Settlement Example: 1234 Maple Avenue
Mailing Address After Settlement Example: 4321 Orchard Road

Second Borrower Information

Name Example: Jane Smith
Social Security No Example: 456-78-1234
Home Telephone
(if applicable) Example: (301) 555-1212
Work Telephone Example: (301) 294-0460
Cell Number Example: (301) 243-9806
Fax Number Example: (301) 294-0461
Email Example: Jane@email.com
Mailing address before & after settlement if different than buyer above: Example: 4321 Orchard Road

New Lender Information First Mortgage Loan

Lender Name Example: ABC Mortgage Co.
Loan Officer Example: Jane Smith
Loan Processor Example: Essential Contact
Lender Telephone Example: (800) 555-1212
Processor Telephone Example: (800) 555-1212
Lender Fax Example: (800) 555-1212
Loan Officer Email Example: jsmith@lender.com
Processor Email Example: contact@lender.com
Loan Amount (estimated) Example: 650,000.00

Second Mortgage Loan (if applicable)

Lender Name Example: 2nd Mortgage Co.
Loan Officer Example: Jane Anne Smith
Loan Processor Example: Moressential Contact
Lender Telephone Example: (800) 555-1212
Processor Telephone Example: (800) 555-1212
Lender Fax Example: (800) 555-1212
Loan Officer Email Example: jsmith@lender.com
Processor Email Example: contact@lender.com
Loan Amount (estimated) Example: 650,000.00

Existing Mortgage Information

Lender Name Example: CurrentMortgage Co.
Lender Telephone Example: (301) 654-2345
Account Number Example: 09-98776523
FHA Loan? Example: Yes or No

Second Mortgage Information

Lender Name Example: Mortgage Co.
Lender Telephone Example: (301) 654-2132
Account Number Example: 08-654987
Type of Loan Example: FHA, VA, etc
Is the Second Loan/Line of Credit going to be Paid Off? Example: Yes or No
Is it to be closed or paid down while remaining open? Example: Closed or Open

General Questions

When does your Loan Commitment (Rate-Lock) Expire? Example: June 13, 2012
Target date for closing: Example: June 13, 2012
Are there any other loans/obligations to be paid off? Example: Yes or No
If so
Is this property your principal residence? Example: Yes or No
Is the Property currently owned in a Trust? Example: Yes or No
Will all Borrower(s) be attending closing? Example: Yes or No
Has Olde Key conducted a closing on this property for you before? Example: Yes or No
Do you have access to an existing, accurate survey of your property? Example: Yes or No

if yes, please fax, mail or email a copy to us at lboynton@oldekeytitle.com)

Can you please provide a copy of the Owner's Title Insurance Policy purchased at your original purchase settlement or a HUD-1 Settlement Statement from the original purchase settlement? (If yes, please fax, mail or email to lboynton@oldekeytitle.com)

Should you desire to contact us

Any questions should be directed to:
Lynn Caudle Boynton
Phone: (301) 294-3333
Fax: (301) 294-4905

Order Title - Mortgage Refinance

Order Title for Refinance

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