Skip to content
Note Servicing Center LogoNote Servicing Center Logo
  • Verification of Mortgage
  • Demand for Payoff Request
  • Make Payment
INSTANT QUOTE
SUBMIT A LOAN
INSTANT QUOTE
SUBMIT A LOAN

Note Information Worksheet

Home/Note Information Worksheet
Note Information WorksheetNote Servicing Center2021-09-30T23:06:56-07:00

"*" indicates required fields

Step 1 of 2

50%

Contact Info

Your Name
Have you or another servicer ever received payments from the borrower?
Was this note newly Originated or Purchased after payments were made?*

You have selected that you have purchased this note after it had been originated.  You will be asked for information for each assignment in the history of this loan.  A copy of the assignment of the deed of trust, or mortgage, and the endorsement of the note or allonge will be requested for each assignment.  Please have this information and copies of these documents.  If you do not have a copy of the assignment of the deed of trust or mortgage Note Servicing Center can have copies of these documents pulled from the county recorder’s office, the cost for this service is $100.00 per document. 

Specify Type of Loan*
Do you have statements from ALL insurance policies we need to pay through the impounds?
STOP! We are not able to research insurance policies. Please resubmit the loan once you have all insurance policies, or submit the loan as a non-impounded transaction. NOTE: You can add impounds after the loan has been setup.
Do you have have statements from ALL tax entities we need to pay through impounds?
STOP! We are not able to research taxes and submission. Please resubmit the loan once you have all statements from all tax entities.

Simple loan = one borrower one lender
Fractionated loan/multi Lender = more than one lender
Tax and/or insurance collection = impound/escrow collection
AITD/WRAP/Underlying Financing in place = underlying lender (Chase, Wells Fargo Citi bank etc.)
Non-Performing (greater than 30 days late) = borrower is greater than 30 days late on payments to current servicer

You have checked the Simple Loan, loan type.  This means you have only one lender, and you do not want Note Servicing Center to make payment on Taxes and/or insurance, and you have only one lender on this loan.  If this is not the case please deselect this option and choose the correct options for your loan.  Additional fees will be applied to your loan setup if changes are to be made after this form is submitted.

You have checked the Fractionated/Multi-Lender loan type.  The information on each lender will be requested later in this form, including the name, address, phone number, email address, and funding information for each lender.  Please have this information ready

You have checked the Tax and/or insurance collection loan type. A copy of the statement will be required, if you do not have a copy of your statement additional fees will be applied to your setup.

If this is not the case, please deselect this option and choose the correct options for your loan.  Additional fees will be applied to your loan setup if changes are to be made after this form is submitted.

Was a check collected at close for the initial impound account setup?*
This is the amount needed to pay the first installment of taxes and insurance

Please send these funds to our office by mail made payable to Note Servicing Center:

 

Note Servicing Center

Attn: New Accounts

3275 E Robertson Blvd., Ste. B

Chowchilla, CA 93610

 

Or contact our office for wire instructions at 559-665-3456

 

The aggregate analysis will determine the initial amount needed as well as the amount added to the monthly payments. By checking this box, you certify that you fully agree and understand this analysis is a service we offer for the amount of $100.00 and must be paid in full before the analysis is run. In the event we do not receive the initial impound funds I understand that setup will proceed without impounds added and the $100.00 charge is non-refundable.

Verification*

You have checked the AITD/WRAP/Underlying Financing in place loan type.  Please have the following information for each of the payees we are to pay as you will be asked for this information later in the form: name, payment address, phone number, and payment amount.  If you have a copy of a recent bill this will also be requested from you at the time you input this information on the form.

Are the taxes and insurance paid by the underlying lender?*
Do you want to add Tax Service?
Did the owner provide financing for this transaction?*
(aka seller financing/owner financing)
Who will be paying the per payment servicing fee?*

If the lender is not paying the per payment servicing fee and this was not agreed to in the note, additional documentation will be required to setup this loan.

Has the loan ever been modified?*
Because the loan has been modified you will be required to upload a copy of each modification.

 

You will be asked to supply all support documents at the end of this form.

Borrower Information

Company Name
If Applicable
Borrower Name*
Borrower Mailing Address*
If you don't have a borrower email address, enter [email protected]
Is there a co-borrower*

Co-Borrower Information

Co-Borrower Company Name
Co-Borrower Name
Co-Borrower Address

Loan Information

MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
This is the original date that the loan closed escrow. If you purchased this loan after closing, this is NOT the date you purchased it.
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
Hidden
Is the Next Payment Due date more than 30 days ago? (e.g. is the payment more than 30 days late)
Is the borrower in bankruptcy?*
Loan Maturity Date (must be later than Next Payment Due Date)*
Do not enter the % symbol - number and decimal points only.
Does this note have a Sold Rate? (This will not apply to most Lenders/Investors)
Also know as Servicing Fee, Yield Spread Premium, or Interest Spread

Because you have selected yes our office will request at the end of this web form documentation reflecting this executed by the lender(s)

Loan Purpose*
Please enter a number greater than or equal to 1.
Has the borrower made any payments since closing?

Since this loan has been serviced by another servicer, or by the current or previous lender our office will require a payment history, and goodbye letter at the end of this form.  Additionally, information on the previous servicer will be requested later in this form.

Please enter a number greater than or equal to 1.
ex. Attorney fees, lender funds advance, etc.

Regular Payment Information

Please enter a number greater than or equal to 1.
If there is an amount in this filed please complete the additional payee section.

Hidden
Certification

Is there a Late Charge provision in the note?*

Late Fee Information

FOR INTERNAL USE ONLY

CC2954.4 applys 

Late Payment Verification*
By checking the option below, you certify that you are aware that late fees paid by the borrower are split with the Servicer. Please indicate the way that you would like these fees split:*

Does your loan have a prepayment penalty*
MM slash DD slash YYYY
Does your loan have a default interest rate?*

Property Information

Property Address*
Do you want us to take care of California withholding?

Previous Servicer Information

Previous Servicer Name
Previous Servicer Payment Address*
Is the mailing address the same as the payment address?*
Mailing Address (if different)*
MM slash DD slash YYYY

Section 32?

Please check all that apply

If you have chosen any two of the above and the below apply to the origination of your loan:

The Home Ownership and Equity Protection Act (HOEPA) as implemented by Federal Reserve Regulation Z – Section 32 – imposes additional disclosure requirements on these types of loans and prohibits certain acts and practices in connection with mortgage lending. HOEPA prohibits extending credit without regard to a consumer’s repayment ability.

HOEPA identifies a high-cost mortgage loan through rate and fee triggers, and it provides consumers entering into these transactions with special protections. HOEPA applies to closed-end home-equity loans (excluding home-purchase loans) bearing rates or fees above a specified percentage or amount.

A loan is covered by HOEPA if (1) the Annual Percentage Rate (APR) exceeds the rate for Treasury securities with a comparable maturity by more than 10 percentage points, or (2) the points and fees paid by the consumer exceed the greater of 8 percent of the loan amount or $480 (for 2002, adjusted annually based on the Consumer Price Index).

HOEPA restricts certain loan terms for high-cost loans because they are associated with abusive lending practices. These terms include short-term balloon notes, prepayment penalties, non-amortizing payment schedules, and higher interest rates upon default.

Then Section 32 applies to this loan, please mark the appropriate selection below:

Section 32*
This appears to be a Section 32 loan
This appears to be a Section 32 loan
This appears to be a Section 32 loan
This appears to be a Section 32 loan
This appears to be a Section 32 loan
This appears to be a Section 32 loan
This appears to be a Section 32 loan
This appears to be a Section 32 loan
This appears to be a Section 32 loan
This appears to be a Section 32 loan

Section 7

Does your loan fall under Article 7 of the California B & P Code Section 10240.1 and 10240.2?
Article 7 (California B & P Code Section 10240.1 and 10240.2) applies only to loans secured by real property which includes a dwelling. For this purpose, a dwelling is a single dwelling unit in a condominium or cooperative or a parcel containing only residential units if the total number of units on the parcel is four or less.
Except for its disclosure statement, late charges, and loan prepayment provisions, Article 7 applies only to Single Family Residences 1-4 first trust deed loans under $30,000 and junior trust deed loans under $20,000.

Section 4970 (CA Only)

Is your loan a covered loan as defined in Financial Code Section 4970(a) through (e) 4970 covered consumer loans, secured by the borrower’s primary dwelling, in which the original principal balance does not exceed the most current conforming loan limit for a single family first mortgage loan established by FNMA, and where the APR exceeds by more than 8 points the yield of Treasury securities having comparable periods of maturity, or the total points and fees exceed 6% of the total loan amount. This loan is covered only if the person originating the covered loan receives direct compensation in connection with the charge
Section 4970 (CA Only)*

Lender 1 Information

You indicated that there was seller financing. If you are the seller who provided financing, then you are the lender on the transaction. Complete the Lender area with your information.

PLEASE NOTE

We have updated our process to make lender entry faster and easier for returning customers.

If you are:
  • entering a loan for the first time
  • a returning customer and this is the first time you've seen this message
  • a returning customer and are entering a new lender
please choose the "Enter New Lender" option. This will open a form where you can enter the lender information.

If you are a returning customer and you entering a loan for a lender you've used in the past, be sure the name and email you entered for yourself on this form (at the top) matches your previous entries. That will then populate a list of previously used lenders from which you can choose.
If any of the lenders are a corporate entity (ex: Corporation, LLC, etc). we will require Proof of Signing Authority for the Entity
Lender 1: Do you want to add a new lender or select from existing lenders?*
Lender 1: Select Lender*
Lender 1: Name*
Lender 1 Address*
Lender 1: Name*
Lender 1 Address*
Person Name Address Home Phone Email Actions
       
There are no Entries.

Maximum number of entries reached.

Hidden

Section Break

Dollar amount funded by this lender
Are there any additional lenders?*

Lender 2 Information

Lender 2: Do you want to add a new lender or select from existing lenders?
Lender 2: Select Lender*
Lender 2: Name*
Lender 2 Address*
Lender 2: Name
Lender 2 Address*
Person Name Address Home Phone Email Actions
       
There are no Entries.

Maximum number of entries reached.

Dollar amount funded by this lender
Are There any additional Lenders?*

Lender 3 Information

Lender 3: Do you want to add a new lender or select from existing lenders?
Lender 3 Company Name (EX Corporation, LLC, etc.)
If Applicable
Lender 3: Name
Lender 3 Address*
Person Name Address Home Phone Email Actions
       
There are no Entries.

Maximum number of entries reached.

Dollar amount funded by this lender
Are There any additional Lenders?*

Lender 4 Information

Does this lender have an existing account with NSC?*
Hidden

Section Break

Lender 4 Company Name (EX Corporation, LLC, etc.)
If Applicable
Lender 4: Name
Lender 4 Address*
Hidden

Section Break

Dollar amount funded by this lender
Are There any additional Lenders?*

Lender 5 Information

Does this lender have an existing account with NSC?*
Hidden

Section Break

Lender 5 Company Name (EX Corporation, LLC, etc.)
If Applicable
Lender 5: Name
Lender 5 Address*
Hidden

Section Break

Dollar amount funded by this lender
Are There any additional Lenders?*

Lender 6 Information

Does this lender have an existing account with NSC?*
Hidden

Section Break

Lender 6 Company Name (EX Corporation, LLC, etc.)
If Applicable
Lender 6: Name
Lender 6 Address*
Hidden

Section Break

Dollar amount funded by this lender
Are There any additional Lenders?*

Lender 7 Information

Does this lender have an existing account with NSC?*
Hidden

Section Break

Lender 7 Company Name (EX Corporation, LLC, etc.)
If Applicable
Lender 7: Name
Lender 7 Address*
Hidden

Section Break

Dollar amount funded by this lender
Are There any additional Lenders?*

Lender 8 Information

Does this lender have an existing account with NSC?*
Hidden

Section Break

Lender 8 Company Name (EX Corporation, LLC, etc.)
If Applicable
Lender 8: Name
Lender 8 Address*
Hidden

Section Break

Dollar amount funded by this lender
Are There any additional Lenders?*

Lender 9 Information

Does this lender have an existing account with NSC?*
Hidden

Section Break

Lender 9 Company Name (EX Corporation, LLC, etc.)
If Applicable
Lender 9: Name
Lender 9 Address*
Hidden

Section Break

Dollar amount funded by this lender
Are There any additional Lenders?*

Lender 10 Information

Does this lender have an existing account with NSC?*
Hidden

Section Break

Lender 10 Company Name (EX Corporation, LLC, etc.)
If Applicable
Lender 10: Name
Lender 10 Address*

Section Break

Dollar amount funded by this lender

Original Lender Information

Because this loan was purchased we will need the following information for each transfer
Do you have a copy of the assignment of the deed of trust or mortgage?*
Are there more assignments in the chain of title?

Next Lender

Do you have a copy of the assignment of the deed of trust or mortgage?*
Are there more assignments in the chain of title?

Next Lender

Do you have a copy of the assignment of the deed of trust or mortgage?*
Are there more assignments in the chain of title?

Next Lender

Do you have a copy of the assignment of the deed of trust or mortgage?*
Are there more assignments in the chain of title?

Next Lender

Do you have a copy of the assignment of the deed of trust or mortgage?*
Are there more assignments in the chain of title?

Next Lender

Do you have a copy of the assignment of the deed of trust or mortgage?*

Underlying Lender Information

Payee 1: Name*
Payee 1 Address*
MM slash DD slash YYYY
Is there another underlying lender?

Underlying Lender Information

Payee 2: Name*
Payee 2 Address*
MM slash DD slash YYYY

Payee 1 Information (tax or insurance)

Is this Payee for taxes or insurance?
Do you have a copy of your statement?*
REMINDER: Submitting this loan without a statement will incur a non-refundable $100 fee for this payee for NSC to do research
Is the payee current?*

Payee Information

Payee 1: Name*
Payee 1 Address*
Number of Payments Per Year*
MM slash DD slash YYYY
The next payment due date should be should be a future date
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
Hidden

Are there additional payee? 1

Are There Other Payees? Taxes, Insurance, or HOA.*
By clicking yes our office will be contacting you with instructions where to forward the funds to pay taxes and/or insurance.

Payee 2 Information (Taxes, Insurance, or HOA)

Is this Payee for taxes or insurance?
Do you have a copy of your statement?*
REMINDER: Submitting this loan without a statement will incur a non-refundable $100 fee for this payee for NSC to do research
Is the payee current?*

Payee Information

Payee 2: Name*
Payee 2 Address*
Number of Payments Per Year*
MM slash DD slash YYYY
The next payment due date should be should be a future date
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
Hidden

Are there additional payees? 2

Are There Other Payees? Taxes, Insurance, or HOA*
By clicking yes our office will be contacting you with instructions where to forward the funds to pay taxes and/or insurance.

Payee 3 Information (Taxes, Insurance, or HOA)

Is this Payee for taxes or insurance?
Do you have a copy of your statement?*
REMINDER: Submitting this loan without a statement will incur a non-refundable $100 fee for this payee for NSC to do research
Is the payee current?*

Payee Information

Name*
Payee 3 Address*
Number of Payments Per Year*
MM slash DD slash YYYY
The next payment due date should be should be a future date
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY
Hidden

Are there additional payees? 3

Are There Other Payees? Taxes, Insurance, or HOA*
By clicking yes our office will be contacting you with instructions where to forward the funds to pay taxes and/or insurance.

Payee 4 Information (Taxes, Insurance, or HOA)

Is this Payee for taxes or insurance?
Do you have a copy of your statement?*
REMINDER: Submitting this loan without a statement will incur a non-refundable $100 fee for this payee for NSC to do research
Is the payee current?*

Payee Information

Name*
Payee 4 Address*
Number of Payments Per Year*
MM slash DD slash YYYY
The next payment due date should be should be a future date
MM slash DD slash YYYY
MM slash DD slash YYYY
MM slash DD slash YYYY

File Upload

Please find below a list of document we will need to finalize the setup servicing the account:

Contract (note, land contract, contract for deed)

Security Agreement (Deed of Trust, or Mortgage)

Other Closing Documents

Hidden

Copy of each loan modification

Hidden

Because this loan has a sold rate please upload executed documentation with details

Hidden

Transfer of Servicing Notice (RESPA Goodbye Letter)

Payment History

Hidden

Transfer of Servicing Notice (RESPA Goodbye Letter)

Payment History

Hidden

Transfer of Servicing Notice (RESPA Goodbye Letter)

Payment History

Hidden

Assignment of the Deed of Trust or mortgage

Indorsement of the note, allonge, or assignment of note

Hidden

Copy of the last tax and/or insurance bill for each payee

Hidden
Copy of the last Underlying loan payment statement for each underlying loan
Hidden

Document executed by the borrower agreeing to pay the servicing fee, if not outlined in the note

Hidden

Completed and executed form 593

Hidden
Drop files here or
Max. file size: 128 MB.
    Maximum total file upload size is 20MB
    Drop files here or
    Max. file size: 128 MB.
      Maximum total file upload size is 20MB

      What system do you use to generate your loan docs?

      Your loan is not complete until payment is made.

      I/We declare that the information in this report is true and correct to the best of my/our knowledge and belief.*

      To save and continue later please click the "Save and Continue Later" hyperlink below ⇓ once prompted please supply an email address on the next page.  Closing your browser before entering an email address will result in a loss of all information.

      Payment Consent*
      please wait
      Once you click Submit, it may take up to 10 seconds for the system to process this data. Please do not hit submit again or it will create duplicate records and delay the processing of your loan.
      This field is for validation purposes and should be left unchanged.
      • Hidden

      CORRESPONDENCE ADDRESS

      3275 E. Robertson Blvd., Suite B
      Chowchilla, CA 93610

      PAYMENT ADDRESS

      P.O. Box 1380
      Suisun City, CA 94585

      CUSTOMER SUPPORT

      (800) 646-3445 Option 4
      [email protected]

      NEW CLIENT INQUIRIES

      (800) 646-3445 Option 5
      [email protected]

      Lender Resources

      • Lenders Login Here
      • Industry News
      • Hard Money
      • Private Equity Lender
      • Seller Financing
      • Lender Direct Deposit
      • Update Lender Info Form

      Broker Login

      Brokers Login Here

      Borrower Resources

      • Borrower’s Account
      • Make Payment
      • Demand for Payoff Request
      • Steps to Avoid Foreclosure
      • Automatic Payments Form
      © Note Servicing Center | All Rights Reserved | Website Design by 4Spot Marketing
      Note Servicing Center: NMLS# 270925, CA Dept of Real Estate License# 01488159 | Thomas K Standen, IV: NMLS# 943096, CA Dept of Real Estate License# 01816265 | NMLSConsumerAccess.org
      Page load link
      Go to Top