Note and Deed of Trust Request Form

The form below will assist us in efficiently taking care of your request for a Note and Deed of Trust. The steps for the preparation of the Note and Deed of Trust are as follows:

WHAT TO EXPECT FOR THE PREPARATION OF THE NOTE AND DEED OF TRUST

Step #1:  You will need to complete the form below.

Step #2:   An order will be placed with an IN A PINCH representative for the documents needed for the transfer. The order MUST be placed by the Lender.

Step #3:  The fee for the preparation of the Note and Deed of Trust is $395.00. We collect payment by credit card prior to commencing the work. 

Step #4:   Documents are issued to the Lender for electronic approval within 24 hours of order placement.

Step #5:  Once approved by Lender, documents will be forwarded to Borrower for review and/or signing and notarization.

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Is this loan going through an Escrow? *

• Yes
• No

Property Address being used to secure loan *

Name *

First

Last

Phone *

Email *

Are you the Lender or the Borrower? *

• Lender
• Borrower
• Third-Party

Are you assisting the Lender or Borrower? *

• Lender
• Borrower

Are you the Agent, Seller/Lender or Buyer/Borrower for this transaction? *

• Agent
• Seller/Lender
• Buyer/Borrower

Email this used

Are you requiring Title Insurance? *

• Yes
• No
• Not Sure

Agent *

Company Name *

Phone *

Email *

Who do you represent? *

• Buyer
• Seller
• Dual Agent

Name *

Phone *

Email *

Name *

Phone *

Email *

Escrow Company *

Escrow Officer *

Escrow Order Number *

Escrow Officer Email *

Escrow Officer Phone *

Please Upload Seller Financing Addendum (If Applicable)

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Additional Instructions or Information

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