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Property Documentation

Mortgage Statement

A recent statement from your current lender.

Mortgage Statement sample

What is it?

A document showing your current mortgage balance, interest rate, payment amount, and renewal date.

Why do we need it?

Required for refinances, renewals, or when you are keeping an existing property. It verifies your current mortgage details.

Key Requirements

Must be recent (within the last 30-60 days).

Must show the mortgage account number and renewal date.

For a refinance, we often need a 'Payout Statement' specifically.

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