Home Equity Intra-Family Mortgage
Settlement Agent Pre-Closing Questionnaire

 

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

Important Instructions Before Downloading

To avoid formatting or saving issues:

1. Download and save the PDF to your computer.
   Do not complete the form inside a browser window.

2. Open the saved file using free Adobe Acrobat Reader.

3. Complete your portion of the Settlement Agent Questionnaire and save it.

4. Forward the Settlement Agent Questionnaire to your settlement agent.

5. The completed questionnaire must be returned to you before building your intra-family mortgage online.

How to Contact a Settlement Agent

If you do not already have a settlement agent, provide the following description of your transaction when you reach out:

“We’re arranging a private intra-family mortgage – a home equity loan – secured by residential property that the borrower already owns. The loan will be executed and recorded at closing, similar to a traditional home equity loan, except the lender is a family member rather than a bank. We are using National Family Mortgage ® to prepare the loan documentation. We would need your office to conduct the loan closing, record the mortgage, issue the settlement statement, and provide title insurance if required.”