Promissory Note/Deed of Trust Questionnaire
Important Notice: SOS is not a title company. Only by going through escrow and obtaining title insurance, or lien guarantee, can the lender(s) (and buyers) be assured as to the extent of liens, encumbrances, etc., that could already affect the property being liened by the note and/or deed of trust requested. As a Lender, it is important to understand what position your lien will be in (i.e. if there are no other liens against the property, your Deed of Trust will be in first position).
Name of Requesting Party:
Phone Number
Please enter a valid phone number.
Date Requested
-
Month
-
Day
Year
Date
Date Needed by
-
Month
-
Day
Year
Date
Send Invoice to: (Name and address)
Address of Property to be encumbered (to be used as collateral)
Borrower(s) Name(s):
Borrower's Phone Number:
Please enter a valid phone number.
Borrower(s) Mailing Address
Borrower's Marital Status:
Singe (never married)
Married
Unmarried (divorced)
Widow/Widower
Borrower's Email Address:
example@example.com
Lender's Name(s):
Lender's Mailing Address:
Lender's email address:
example@example.com
Lender's Phone Number:
Please enter a valid phone number.
Lender's Marital Status:
Single (never married)
Married
Unmarried (divorced)
Widow/Widower
How does the Lender wish to hold title to their beneficial interest? Do you have a trust?
Amount of Loan:
Interest Rate:
Date of First Payment:
Amount of Monthly Payment Due:
Type of Payment:
Principal and Interest
Interest only
Please described any "Pay Downs" if applicable:
Due Date for Payment in Full:
Amortized Over (number of years or months):
Include Due on Sale Clause?
Include Late Payment Charge? If so, how much?
Is there a Balloon payment?
Submit
Should be Empty: