We thank you in advance for serving as a notary signing
agent for United Financial Settlement Services, Inc. Your duties for us will be to represent the Lender. Please
refrain from consulting with and/or advising the borrower on the loan program. If the borrower(s) have questions advise
them to contact their mortgage broker.
AT ANYTIME IF YOU HAVE
ANY QUESTIONS, CALL UFSS!!!
PRIOR TO CLOSING:
Documents will arrive via email to the email address you specified
on your notary information sheet. Every effort will be made to forward the documents well before the appointment time/day.
If for some reason, you do not receive an email with documents and the appointment time is drawing near...
CALL UFSS IMMEDIATELY!!!
The Hud-1 Settlement Statement and applicable
Title documents will be sent via fascimile to the number you
specified on your notary information sheet.
Again, if you do not receive these, please call UFSS!
Make a complete copy set of documents for the borrower(s)!
Review Lender & UFSS Instructions!
Highlight important instructions and stipulations!
DURING THE CLOSING:
Again..Review Lender's Instructions, loan
and title documents.
It is your
responsibility to fax documents to the Lender
during the closing if
required by the Lender.
Please collect ALL Stips or Conditions that the
Lender requires from the borrower. (ie. homeowner's insurance binder, pest inspection, etc.)
NEVER DISBURSE ANY
CHECKS WITHOUT CALLING UFSS FOR AUTHORIZATION OR FURTHER INSTRUCION!!!
REVIEW DOCUMENTS TO DOUBLE-CHECK
THAT ALL ARE SIGNED, INITIALIZED AND NOTARIZED PROPERLY AND COMPLETELY!!!
AFTER THE CLOSING:
You will be required
to split the package into two sets: 1 set goes to the Lender and 1 set goes to UFSS (see below for instructions
on splitting packages or call UFSS for more information. It's really more simple than it looks here! )
1. Fax a copy
of the following documents to UFSS:
Signed Hud-1 or Hud-1A,
1st and last page of the mortgage,
Copy of the UPS Shipping Invoice(s) prior to returning
2. Send the
following documents to UFSS (VIA UPS Overnight Express):
Mortgage/Deed (We need originals for recording purposes)
ORIGINAL Checks (Example: from Borrower, Bank, Broker, Realtor, etc.)
of Lender's Closing Instructions
Purchaser's Affidavit (if appliable)
of ALL Signing Parties' Valid Photo Identification
of Right to Cancel/Right to Recission (if REFINANCE)
of Homeowner's Insurance
of all Stips or Conditions
UFSS WILL GIVE YOU
A UPS SHIPPER # WITH YOUR
(SENT VIA EMAIL)
PLEASE CALL! YOU WILL NOT BE
REIMBURSED IF YOU
USE ANOTHER OVERNIGHT SHIPPER!!!)
balance (remaining documents) of the closing document package to the Lender VIA UPS Express Overnight with a true and
certified copy of the Mortgage.
CALL UFSS IF YOU ARE
NOT ABLE TO RETURN DOCUMENTS THE SAME DAY!!!
YOUR COMPLIANCE IS REQUIRED...IF YOU HAVE A QUESTION AT
ANY TIME PLEASE CALL UFSS IMMEDIATELY!!!
Thank you for your assistance and compliance with
the settlement guidelines!