Mortgage Lending · Closing & Post-Closing
Note and mortgage document sets
The signed loan paperwork package from a mortgage closing, centered on the promissory note and the mortgage or deed of trust.
What it usually contains
- Promissory note with rate, payment amount, and maturity date
- Mortgage or deed of trust securing the property
- Riders such as adjustable rate, condominium, or occupancy
- Legal description of the property and borrower signature and notary pages
- Allonges, name affidavits, and any corrective or replacement documents
What the assistant uses it for
Answering what a borrower actually agreed to repay and on what terms, and confirming which documents were signed, notarized, and sent for recording. Useful for tracking down missing signatures, riders, or recorded originals during post-closing review, audits, or loan sale delivery.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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