DEED OF TRUST & PROMISSORY NOTE

Please complete every applicable field. The information below is used to prepare a Promissory Note and a Deed of Trust securing that note against the property identified. Fields left blank may delay preparation. Where exact figures are not yet known, mark "TBD" and we will follow up.

Contact information

Prefix

First name *

Middle name

Last name *

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

LOAN & MATTER OVERVIEW

LENDER/BENEFICIARY

BORROWER/TRUSTOR(PROPERTY OWNER)

TRUSTEE

The trustee holds bare legal title as security and is most commonly a title company or the beneficiary's designee.

SECURED PROPERTY

EXISTING LIENS & TITLE

PROMISSORY NOTE TERMS

DEED OF TRUST PROVISIONS

RECORDING & DELIVERY

SIGNING & NOTARIZATION

Every trustor signature on the Deed of Trust requires a notarial acknowledgment before it can be recorded.

SUPPORTING DOCUMENTS CHECKLIST

FEES AND EXPENSES

You agree to pay me the following fees, cost and expenses:

I will provide you all the following services (list all services for which the client is being charged):

PAYMENT

PAYMENT: After submitting this form, you will receive a separate payment link to complete your payment. Work will begin once payment is received in full. All fees are non-refundable after services have been performed, subject to the 24-hour cancellation policy described above.

Contact information

Intake Date

Prepared By:

File / matter reference:

LOAN & MATTER OVERVIEW

Loan purpose:

Comsumer-purpose loans secured by residential real property may require licensed origination and additional disclosures that fall outside document preparation. Confirm the purpose before proceeding.

Is a licensed real estate broker, mortgage lender, or finance lender arranging this loan?

Lien position of this Deed of Trust:

Loan amount in words (for the note):

LENDER/BENEFICIARY

Full legal name(s):

Party Type:

Exact vesting (how name must appear on documents):

Mailing address:

Phone:

Email:

If entity - state of formation & signer name/title:

Address where loan payments are to be sent:

BORROWER/TRUSTOR(PROPERTY OWNER)

Full legal name(s):

Party Type:

Marital Status:

Exact vesting/how borrower currently holds title(must match record title):

Mailing address:

Phone:

Email:

Number of borrowers who will sign:

All signers must notarize:

Guarantor(s), if any - name & address:

TRUSTEE

Trustee name:

Trustee address:

SECURED PROPERTY

Street address:

City:

Zip code:

County

APN:

Legal description source:

Grant deed recording reference/date (if known):

Property type:

Estimated current value: $

Source (appraisal/BPO/owner):

EXISTING LIENS & TITLE

Existing senior loan(s)/deed(s) of trust on the property?

Preliminary title report available?

Property taxes current?

Record a Request for Notice of Default(recommended for junior liens)?

PROMISSORY NOTE TERMS

Principal amount: $

Funding/loan date:

Interest rate (% per annum)

Rate type:

Interest calculation:

Term:

Maturity date/term detail:

Repayment structure:

Payment frequency:

Payment amount(if known): $

First payment due:

Payments due on day:

of the month- delivered to:

Late charge:

% or $, after grace period of:

Default interest rate (% per annum):

Prepayment:

Prepayment penalty detail(if any):

Balloon payment?

Attorney's/collection fees to prevailing party on default?

Acceleration of full balance upon default?

DEED OF TRUST PROVISIONS

Due-on-sale (acceleration upon transfer of the property)?

Assignment of rents?

Borrower must carry hazard insurance naming beneficiary?

Tax/insurance impound account?

RECORDING & DELIVERY

County recorder for recording:

Recording method:

When recorded, mail to (name & address):