Settlement Agent Pre-Closing Questionnaire

This state-specific form must be completed by your settlement agent to confirm certain transaction information before loan documents can be generated.

Select your transaction type below to download the appropriate Questionnaire.

Purchase

For new intra-family mortgage home purchases.

→ View Purchase Questionnaires

Seller Financing

For seller-financed transfers within the family.

→ View Seller Financing Questionnaires

Refinance

For refinancing an existing loan into an intra-family mortgage.

→ View Refinance Questionnaires

Home Equity

Commonly used for home improvements secured by the Borrower’s property.

→ View Home Equity Questionnaires