Documentation

Anchor will supply an investor of whole loans three seperate packages of information.

Package 1 - Prefunding

Package 1 is supplied prior to a loan funding.  This contains information necessary to make an informed investment decision.  Included in this package are:

  • Loan summary sheet highlighting the essential information regarding the property, borrower, and loan
  • Market Analysis of the property
  • Preliminary Title Policy
  • Borrower Credit Report
  • Borrower Loan Application
  • Borrower Bank Statements
  • Lender Disclosure Form
  • Loan Servicing Agreement

Package 2 - Closing

Upon the closing of the loan, Package 2 will be sent to the investor.  This package will include copies of the following signed documents:

  • Deed of Trust
  • Assignment of the Deed of Trust (if applicable)
  • Note Secured by Deed of Trust
  • Note Endorsement (if applicable)
  • Closing Statement
  • Insurance Policy

Package 3 - Post Closing

Approximately 4-8 weeks after the close of escrow, Package 3 will be sent to the investor.  This package will include:

  • Deed of Trust- Recorded Copy
  • Assignment- Recorded Copy (if applicable)
  • Final Title Policy