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Loan Documentation Manual

  1. Loan Application

    A Loan Application is a written document that provides essential information about the applicant on which the lender bases...

  2. Home Equity Application Disclosure

    The Home Equity Application Disclosure is required by Regulation Z (lines) and Real Estate Settlement Procedures Act (RESPA -...

  3. Loan Estimate

    The Loan Estimate is required by by Regulation Z and Real Estate Settlement Protection Act (RESPA). The loan estimate...

  4. Appraisal Notice

    The Appraisal Notice informs borrower(s) of their right to receive a copy of the appraisal used by the bank...

  5. Notice to Home Loan Applicant and Your Credit Score and the Price You Pay for Credit Disclosure

    The Notice to Home Loan Applicant and Your Credit Score and the Price you Pay for Credit Disclosure documents...

  6. HMDA Rate Spread

    Regulation Z requires High Price Mortgage Loans (HPML) to be identified. The HMDA Rate Spread provides adequate proof of...

  7. Decision Report (DPro) and Credit Memo (Abrigo)

    The Decision Report from Decision Pro (DPro) and the Credit Memo (Abrigo) are required by examiners and the Community...

  8. Statement of Credit Denial, Termination, or Change (Adverse Action Letter)

    A Statement of Credit Denial, Termination, or Change (Adverse Action Letter) is required by the Fair Credit Reporting Act...

  9. Proof of Active Status

    Proof of Active Status is required when a business is involved with a loan transaction. The proof of active...

  10. Purchase Contract with Verification of Deposit

    The Purchase Contract with Verification of Deposit provides lenders and examiners with details of a purchase transaction to ensure...

  11. Escrow Calculation Guide

    The Escrow Calculation Guide is required to comply with Real Estate Settlement Protection Act (RESPA) and required by Higher...

  12. Notice to Borrower in a Special Flood Hazard Area

    The Notice to Borrower in a Special Flood Hazard Area is required by the Flood Disaster Protection Act and...

  13. Excess Exposure Calculation

    FLOOD INSURANCE CAN NEVER BE WAIVED BY A LENDER Excess Exposure Calculation assists in determining if private flood insurance...

  14. Proof of Insurance

    Proof of Insurance verifies our collateral is covered in case of loss, (for example: by theft or fire). This...

  15. Builder's Risk Insurance

    The Builder's Risk Insurance verifies our collateral is covered in case of loss by theft, fire, or other perils...

  16. Title Endorsements

    Overview Endorsements are attachments to a title insurance policy that provide additional coverage.  Once completed, the Endorsement documents are...

  17. Appraisal Engagement Letter/ Appraisal Compliance Check Sheet

    An Appraisal Engagement Letter/ Appraisal Compliance Check Sheet is a written request for evaluation of real estate.  This documentation...

  18. Appraisal Review Conclusion of Value Review

    An Appraisal Review Conclusion of Value Review is required by Credit Administration and certifies the lender has reviewed the...

  19. Survey/ Order Survey Form/ Survey Affidavit

    A Survey/ Order Survey Form / Survey Affidavit is a drawing of property boundaries that includes structures, encroachments, or...

  20. Title

    A Title is a document that states: Vehicle Identification Number (VIN #) Year, Make and Model Owner Existing lien...

  21. Verification of No Title Issued

    The Verification of No Title Issued states: Vehicle Identification Number (VIN #) Statement of No Issue Year, Make, and...

  22. Possession of Policy (Life Insurance or Single Payment Annuity)

    The Possession of Policy is a document that indicates: Insured’s name Insurance company name and address Policy number Beneficiary...

  23. Assignment of Life Insurance Policy as Collateral

    The Assignment of Life Insurance Policy as Collateral is notification to, and acknowledgement from, the issuer of the life...

  24. Verification Mobile Home is Real Property

    Verification Mobile Home is Real Property provides verification that appropriate measures have been taken to declare the mobile home...

  25. Closing Instructions

    Closing instructions are provided to the title company when the mortgage title policy is to be issued and to...

  26. Changed Circumstance Form

    A Changed Circumstance Form is needed if a revised loan estimate is provided. This is required by Real Estate...

  27. Take-Out Commitment

    A Take-Out Commitment is verification from a financial institution approving the permanent financing once the construction phase of a...

  28. Cost Breakdown

    A Cost Breakdown provides details regarding the cost estimate of constructing a building or structure. This document should be...

  29. Development Order

     A Development Order insures compliance with the Growth Management Act, which requires local governments to have Comprehensive Plans to...

  30. Environmental Checklist

    An Environmental Checklist is a brief assessment to determine possible environmental risks that may be associated with commercial real...

  31. Promissory Note or Credit Agreement

    The Promissory Note or Credit Agreement is a legal document identifying both the borrower and the lender. The agreement...

  32. Closing Disclosure (Consumer Real Estate)

    The Closing Disclosure is required by Regulation Z (the Truth in Lending Act) and by the Real Estate Settlement...

  33. Business Loan Agreement

    The Business Loan Agreement is an acknowledgment from the borrower that the loan proceeds are used for business purposes,...

  34. Disbursement Request and Authorization

    The Disbursement Request and Authorization is an authorization from the borrower on how the loan proceeds are to be...

  35. Security Agreement/ Pledge Agreement

    The Security Agreement/Pledge Agreement gives the bank a security interest in the collateral and states that the bank can...

  36. Statements of Anti-Coercion

    The Statements of Anti-Coercion is required by the State of Florida and is an acknowledgement by the borrower that...

  37. Application for Notice of Lien (FL) Title/Tag Application (AL/GA)

    The Application for Notice of Lien (FL) Title/Tag Application (AL/GA) provides the tax collector’s office with the information required...

  38. Collateral Power of Attorney

    For bank’s collateral perfection use only. NOT to be used to apply for or sign loan documents. A Power...

  39. Notice of Assignment

    A Notice of Assignment describes the borrower's assignment of collateral and provides notification to the owner(s) of an account...

  40. Irrevocable Stock or Bond Power

    The Irrevocable Stock or Bond Power provides the bank with the ability to negotiate/sell the stock being taken as...

  41. Collateral Receipt

    A Collateral Receipt is a(n): Detailed description of the possessory collateral Acknowledgement by owner that description is accurate and...

  42. Mortgage (FL/AL) / Security Deed (GA)

    A Mortgage (FL/AL) / Security Deed (GA) places the bank's lien on the described real estate and notifies the...

  43. Notice to Mortgagor (FL) / Waiver and Acknowledgment (GA)

    The Notice to Mortgagor (FL) / Waiver and Acknowledgment (GA) is a notice to the property owner that Mortgagee's...

  44. Initial Escrow Account Disclosure

    The Initial Escrow Account Disclosure - Business Purpose Only is required by Real Estate Settlement Procedures Act (RESPA) and...

  45. Flood Insurance Notice

    FLOOD INSURANCE CAN NEVER BE LEGALLY WAIVED BY A LENDER   The Flood Insurance Notice is required by  the...

  46. Mobile Home Declaration

    The Mobile Home Declaration states the necessary steps taken to permanently attach a mobile/manufactured home to the real estate...

  47. Loan Draft Authorization

    The Loan Draft Authorization form authorizes the Capital City Bank to automatically debit monthly loan payments from the clients...

  48. Notice of Commencement

    A Notice of Commencement is publicly filed in county records to signify that a construction project is beginning and...

  49. Assignment of Construction Contract

    An Assignment of Construction Contract is an acknowledgment from both the borrower and the builder, and provides the bank...

  50. Construction Loan Requirements & Authorization

    The Commercial Construction Loan Requirements & Authorization form provides:  Authorization from the borrower  Acknowledgement from builder/contractor Information on where...

  51. Disbursement Items

    Disbursement items provide proof of loan disbursement. Loan related invoices are to be paid with a Money Order. The...

  52. Boarding Data

    Boarding Data is used by input personnel in Loan Servicing to load a loan.   This document is included...

  53. Affidavit of Simultaneous Closing

    The Affidavit of Simultaneous Closing eliminates the initial right of rescission delay in funding on the Home Equity Line...

  54. Title Agent Vendor Request Form

    When an attorney or title agent is not on the approved list and would like to be added, or...

  55. Builder Data Sheet

    The Builder Data Sheet is needed when a builder request to be added to Capital City Banks Approved Builder...

  56. Contractor's Final Affidavit

    The Contractor's Final Affidavit is an acknowledgment from the building contractor stating: Work has been completed according to plans...

  57. Extension Agreement

    When a client is seeking an extension for their loan payment, an Extension Agreement must be completed.  Consider the...

  58. Name Affidavit of Non-Identity

    A Name Affidavit of Non-Identity must be completed when the borrower is not the same person stated in any...

  59. Notice of Lien Receipt

    A Notice of Lien Receipt is provided to the bank (typically by the Department of Motor Vehicles (DMV)) and...

  60. Letter of Credit

    A Letter of Credit is a bank issued letter guaranteeing payment on behalf of the borrower. A Letter of...

  61. Payoff Letter

    A Payoff Letter is required when loan proceeds are going to satisfy an obligation with another financial entity. The...

  62. Overdraft Protection (ODP) Addition - Cancellation

    ODP Addition The Overdraft Protection (ODP) Addition is when the client desires overdraft protection on a deposit account from...

  63. Decline Reasons

    A decline reason is given when an applicant is denied credit. Consumers must receive this information in writing as...