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PRELIMINARY Closing Disclosure Request Provide Closing Agents Draft CD, Settlement Statement or Fee Sheet & All Invoices Once Preliminary CD is issued and acknowledged by all borrowers, and clear
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How to fill out preliminary closing disclosure request

How to fill out a preliminary closing disclosure request:
01
Begin by obtaining the preliminary closing disclosure request form from your lender or mortgage company. This form is typically provided to borrowers during the loan application process.
02
Fill in the required personal information, such as your name, address, and contact details.
03
Provide the loan identifier or number assigned to your mortgage application. This can usually be found on any correspondence or documentation related to your loan.
04
Indicate the purpose of the request, whether it is for a review, correction, or other specified reasons.
05
Specify the details of the disclosure you are requesting. This may involve indicating the specific sections or information you would like to review or have corrected.
06
Include any supporting documents or evidence that may be necessary to support your request. This could include copies of relevant loan documents, correspondence, or other relevant paperwork.
07
Review the completed form for accuracy and completeness before submitting it to your lender or mortgage company. Ensure that all required fields are filled in accurately.
08
Submit the completed preliminary closing disclosure request to your lender or mortgage company through the designated method, which may include mail, email, or an online form.
09
Keep a copy of the completed form for your records. It is essential to retain documentation of your request for future reference or potential disputes.
Who needs a preliminary closing disclosure request?
A preliminary closing disclosure request is typically required by borrowers who are in the process of obtaining a mortgage or refinancing their existing loan. This request allows borrowers to review and potentially seek corrections to the preliminary closing disclosure statement provided by the lender. It enables borrowers to ensure the accuracy of the loan terms, fees, and other important details before finalizing the mortgage transaction.
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What is preliminary closing disclosure request?
The preliminary closing disclosure request is a document that provides initial details about the terms of a mortgage loan before the closing of the loan.
Who is required to file preliminary closing disclosure request?
The lender or mortgage broker is required to file the preliminary closing disclosure request.
How to fill out preliminary closing disclosure request?
The preliminary closing disclosure request can be filled out by providing information about the loan terms, borrower's information, property details, and any other relevant information.
What is the purpose of preliminary closing disclosure request?
The purpose of the preliminary closing disclosure request is to inform the borrower about the terms of the loan before closing, including the interest rate, monthly payments, and any fees associated with the loan.
What information must be reported on preliminary closing disclosure request?
The preliminary closing disclosure request must include details about the loan terms, borrower's information, property details, closing costs, and any other relevant information.
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