Transfer of Servicing Form Creation for Sellers

Is this a new loan, with no payments yet and no servicing company before us? The borrower still needs a written notice if Note Servicing Center is not named in the note or the closing papers as the place to send payments. The notice comes from the current lender, the seller, the escrow holder, or whoever is collecting payments now. This form creates it.

The notice does not mean the loan was sold, and it does not change the loan terms. It only tells the borrower where to send payments and who will handle the servicing.

Not a seller? Go back to the first question.

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This field is for validation purposes and should be left unchanged.

Current Lender (Seller) Name(Required)

This is you, or whoever is collecting payments right now.

Current Lender (Seller) Phone

Current Lender (Seller) Email

Current Lender (Seller) Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Borrower Name(Required)

First Last

Borrower Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Date payments start going to Note Servicing Center

Leave this blank and we will pick a date for you. If you pick one, it must be at least 16 days from today. Enter the date as MM/DD/YYYY with a 4-digit year (for example 12/13/2026).

Date of Loan Purchased

Enter the date as MM/DD/YYYY with a 4-digit year (for example 12/13/2026).

Your Name(Required)

First Last

Your Email(Required)

This is the email address to which this document will be delivered. Legally, this CANNOT be the borrower.

Who are you in this transaction?(Required)

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