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Insurance Risk Workbook

Named insured, mortgagee, occupancy, and policy alignment.

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  1. INSURANCE RISK WORKBOOK
  2. SUBJECT-TO DEALS
  3. Identify, track, and eliminate insurance-related risks in Subject-To transactions.
  4. SECTION 1 — Insurance Risk Overview
  5. This workbook helps you evaluate the insurance setup in a Subject-To deal and identify any red flags that could trigger lender attention, due-on-sale enforcement, or seller credit damage. Use before closing, at closing, and during ongoing management.
  6. SECTION 2 — Named Insured Verification
  7. 2.1 — Who is listed as Named Insured?
  8. [ ] Seller listed? [ ] Yes [ ] No
  9. [ ] Buyer listed? [ ] Yes [ ] No
  10. [ ] LLC listed? [ ] Yes [ ] No

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