Workbooks

Subject-To Due Diligence Workbook

Existing debt checklist before you take title.

  1. Loan: lender, servicer, balance, rate, payment, escrow, next due, late history.
  2. Title: vesting, liens, HOA, taxes, insurance, occupancy.
  3. Paper: authorization, insurance endorsement plan, default notice path.
  4. Risk: due-on-sale, insurance cancellation, tax sale.

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