EmailMeForm
Borrower for Refinances Intake Form
Dear Borrower for Refinances,
In order for American Real Title to better serve you, the following additional information is required to prepare for your closing on the property.
PLEASE NOTE THAT INCOMING WIRES INCUR A FEE OF $5.00 AND OUTGOING WIRES INCUR A FEE OF $15.00 WHICH IS CHARGED BY SANIBEL CAPTIVA COMMUNITY BANK. THIS WILL BE CHARGED ON YOUR SETTLEMENT STATEMENT AT CLOSING OR DEDUCTED FROM YOUR FINAL PROCEEDS IF A WIRE NEEDS TO BE SENT AND NOT COLLECTED AFTER THE SETTLEMENT STATEMENT IS FINALIZED.
By checking this box you hereby consent to submitting the following information electronically, that you are authorized to do so, and that all information provided is truthful and accurate.
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Yes
If for any reason you are unable to check this box please call our office at 239-768-0144 for further instructions.
Closing Property Address:
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Street Address
Address Line 2
City
State / Province / Region
Postal / Zip Code
Please fill in entire address including any Suite or Apt#s
Borrower (1) Full Legal Name:
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Please include Middle Name
Borrower (1) Phone
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Borrower (1) Marital Status:
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Married
Single
H & W
Borrower (1) Cell
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Borrower (1) Gender
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Male
Female
Borrower (1) Email
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Borrower (2)
If there is a secondary borrower listed, please provide information below.
Borrower (2) Full Legal Name:
Please include Middle Name
Borrower (2) Phone
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Borrower (2) Marital Status:
Married
Single
H & W
Borrower (2) Cell
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Borrower (2) Gender
Male
Female
Borrower (2) Email
Property Specific Information
Is the listed property the Borrower(s) Homestead?
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Yes
No
Will Borrower be attending closing at our offices or will the closing be done remotely?
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Office
Remotely
Does the Borrower have a prior survey without changes to the outside perimeter of the home?
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Yes
No
If yes, please provide us with a copy of this survey.
File Upload (If you have a digital copy of the survey you may upload it here. Accepted file types are PDF, .doc. .txt, .zip)
Is there a Mortgage on the property?
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Yes
No
Lender Information
Loan #
Social Security #
How would you like the proceeds?
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Wire
Check
If by wire, please provide the Bank Name below.
Account #
ABA #
If Borrower is a Corporation —
Please provide current Certificate of Good Standing and Articles of Incorporation, if applicable.
File Upload (If you have a digital copy of the Trust you may upload it here. Accepted file types are PDF, .doc. .txt, .zip)
Social Security #
For Corporations, Tax ID No.
Will documents be executed by a Power of Attorney? If so, please provide the executed POA.
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Yes
No
File Upload (If you have a digital copy of your Executed POA you may upload it here. Accepted file types are PDF, .doc. .txt, .zip)
If Borrower is a Trust —
Please provide a current copy of the Trust.
File Upload (If you have a digital copy of your Certificate of Good Standing or Articles of Incorporation you may upload it here. Accepted file types are PDF, .doc. .txt, .zip)
Any additional comments or information we need?
Leave blank if no.