Settlement Conference Questionnaire 1
Content
Settlement Conference Questionnaire
1.
Who is the OWNER of the Note and Mortgage?
a.
Is this the Plaintiff in the action?
2.
Do they participate in HAMP? Who is the single point of contact at the lender?
a.
3.
What is their title? Does this person have settlement authority? What is their direct telephone number and extension? What is their email address?
b.
c.
d.
4.
What Loss Mitigation programs are available through the OWNER of this Note and Mortgage?
a.
HAMP? Traditional? In House?
b.
c.
5.
Is this loan insured by a GSE (Government Sponsored Entity)?
a.
Which One?
6.
Please provide WRITTEN CRITERIA for ALL Possible Loss Mitigation Programs along with their stated Qualifications so that the referee and defendant in this matter will know what Plaintiffs loss mitigation efforts are being based upon.
a.
Please provide any written policy on dealing with loss mitigation applications for EACH program available through the OWNER of this note and Mortgage.
7.
How long does it take for the OWNER of this loan to perform Data Entry when presented with a complete file?
a.
Is an immediate / automated qualification and/or pre-qualification answer given by the computer once the data has been entered?
8.
Is the servicing of this loan governed by a pooling and servicing agreement?
9.
Does the servicer have authority to modify this loan?
a.
If not, who does?
1.
Who is the OWNER of the Note and Mortgage?
a.
Is this the Plaintiff in the action?
2.
Do they participate in HAMP? Who is the single point of contact at the lender?
a.
3.
What is their title? Does this person have settlement authority? What is their direct telephone number and extension? What is their email address?
b.
c.
d.
4.
What Loss Mitigation programs are available through the OWNER of this Note and Mortgage?
a.
HAMP? Traditional? In House?
b.
c.
5.
Is this loan insured by a GSE (Government Sponsored Entity)?
a.
Which One?
6.
Please provide WRITTEN CRITERIA for ALL Possible Loss Mitigation Programs along with their stated Qualifications so that the referee and defendant in this matter will know what Plaintiffs loss mitigation efforts are being based upon.
a.
Please provide any written policy on dealing with loss mitigation applications for EACH program available through the OWNER of this note and Mortgage.
7.
How long does it take for the OWNER of this loan to perform Data Entry when presented with a complete file?
a.
Is an immediate / automated qualification and/or pre-qualification answer given by the computer once the data has been entered?
8.
Is the servicing of this loan governed by a pooling and servicing agreement?
9.
Does the servicer have authority to modify this loan?
a.
If not, who does?
