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Loan Modification Vital Documents List

The Following documents are considered essential by Falcon Credit Management for maximizing your opportunities for a successful loan modification.  We provide reccomendations for organizing these documents on our "Binder Preparation" page.

 

• Authorization to Release Mortgage Information documents for each mortgage company.

 

• Copy of deed of trust from each mortgage loan

 

• Last two bank statements (checking and savings, all pages)

 

• Last two paycheck stubs

 

• Two most recent tax returns including all schedules

 

• Most recent statements for 401K, retirement and investment accounts

 

• Completed Financial Worksheet (Available on client portal)

 

• Copy of Notice of Default or Pre-foreclosure letter, if any

 

• Copy of driver’s license

 

• If property is rented, copy of lease or rental agreement

 

• Most recent statements of any investments or retirement accounts

 

• Copy of homeowner insurance statement and property tax bills

 

 

 

_______________________              ______________

(Client Name)                                     Date

 

 

_______________________              ______________

FCM Received                                      Date