01 / Loan record
What is being assumed?
Enter the current note details exactly as they appear on the mortgage statement.
02 / Property record
Where is the property?
Use the property address tied to the loan, plus how it will be occupied after closing.
03 / Transaction snapshot
Capture the money movement.
These values use the same calculator vocabulary: balances and equity gap are USD, and rates are percentage points. Enter numbers only; commas and currency symbols are not needed.
The cash difference the buyer expects to cover outside the assumed loan.
04 / Servicer profile
Match the packet to the right desk.
Choose the active profile for the loan program above. The saved draft will use the server's current profile as its source of truth.