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Knowledge Base
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Miscellaneous Documents
Modifications and Assumptions
Security Instrument / Property or State Specifics
Other Questions
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Help Center
Knowledge Base
Bright Ideas
Knowledge Base
Borrower Page Questions
Loan Page Questions
Property Page Questions
Miscellaneous Documents
Modifications and Assumptions
Security Instrument / Property or State Specifics
Other Questions
Knowledge Base
Please check below to find some frequently asked questions or use the search bar above. If you cannot find what you are looking, please reach out!
How do I confirm my Signature Blocks will look correct?
Requirement for the identified preparer
Multiple addresses and cross collateral of same
Borrower Page Questions
What Organization ID do I place in the Org ID Box?
What does the Power of Attorney checkbox do and when should I use it?
When do I check that the Address is not the Borrower's principal residence address?
When do I check the "is married" box?
How do I add a Non-Signing Member?
How do I Add/Remove Borrower?
How do I add a Trustee?
How do I add a Spousal Consent Waiver and when is it used?
What does the Guarantor checkbox do and when should I use it?
How do I use the Corporate Secretary box?
How do I order a Same Name Certification?
How do I enter a Foreign Address?
How do I add/remove guarantor(s)?
What is the Foreign National box for?
What if the trust documents do not specify a name for the trust?
What does the Acknowledgements option dictate?
Can I add a Foreign Guarantor and what language does this add to the Guaranty?
Same Name Certification
Borrower/Guarantor – Trust Entity Type
Notice Provisions
Foreign Guarantor
What should I check in GoDocs so that the Guaranty template reflects an entity and not an individual as guarantor?
Vested Owner
Non US entities
Where do we input the title for a non-signing member?
Non-signing spouse required to sign Mortgage
Does the guarantor's spouse have to sign the loan documents?
The trust signature block example is not matching my intentions.
How do I include a "DBA" in my signature block?
How do I add an entity as trustee to my Trust Borrower?
Can a borrower also be a guarantor?
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Loan Page Questions
What is the Document Date?
Where do I go to add the Loan's Index?
What is the Month of Closing
What does the "Is Loan Assumable" feature do?
When do I select an O&M agreement (Operations and Management)?
How can I include an Earnout Holdback Agreement?
When do use a Side Letter Agreement or an Undelivered Item
How do I add a General Security Agreement(GSA) for All Business Assets, what does a GSA cover and how will the GSA appear in my loan documents?
Where do I go to include Replacement Reserves?
Where do I go to include Loan Extension Options?
ACH Payment Authorization
What is interest calculation and what are the different options?
Where do I go to modify the Late Charge?
What is the Default Rate?
How do I add the Single Asset Requirement language to my loan documents?
How do I add a prepayment allowance?
When "Has Per-Change Percentage Cap?" is selected
When should I utilize the Special Instructions ("SI") field/ where is this field?
Where do I input the MERS Number?
How do I collect impounds for taxes?
How do I collect impounds for insurance premiums?
What is the difference between Interest Calculations 30/360 and Actual/360?
Can we have the same lender signatory for every loan so we don't have to complete that field every time?
When should I select the box "Closing will be on the 1st of the month"?
Can I include PITIA withholding within the loan documents?
What is the "Add Borrower Construction Language" feature?
I thought the construction loan docs were a part of standard support, but it is showing premium. Is there a construction option that doesn't require premium support?
How can I add a new declining prepayment premium?
What are the Payment, Completion, and Payment and Completion guaranty options? How are they different?
How do I read the prepayment premium options?
What are the closing instructions options?
Prepayment Premium & how it reflects in the loan docs
10-yr loan, 5-yr CMT & max rate adjustment of 3%
How to enter a 10-yr loan, with IO & P&I payments, 5/5 ARM?
Amortization
Unusual loan structures
Is there a dollar amount option for Partial Release rather than LTV%?
Table funding
Revolving Line of Credit and Non-Revolving Line of Credit
How to enter a "negative Adjustable Rate Margin"?
Where do I go to add the Predefined Note Type?
Can I have our company specific forms come into the loan documents?
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Property Page Questions
What information is needed for a Subordinate Financing at Closing?
What are the options for how to include Tax Parcel Number(s)?
How do I add an additional Property Address and how will it appear in the documents?
How to Add an Assignment of Management Agreement
What if title vesting upon closing is different from the GoDocs auto-populated vesting?
How do I answer "Obtain Legal Description From"?
What information is needed for "First" or "Second" Lien position?
Who can act as an appropriate trustee for a deed of trust?
What is a Repair Agreement / Repair Holdback and how would I order one?
Where do I go to include a PUD (Planned Unit Development rider)
What is an Assignment of Management Agreement?
When should I check the condo boxes?
Business purpose and non-owner occupancy provisions for Non-InvestorDocs loan packages
It has been brought to my attention that the "Property consists of one or more condominium units" was not checked. What documents would be impacted with this change if we submitted for a full redraw
Am I able to insert a legal description into the document package?
State Specific Question: Georgia
How to order loan docs for a manufactured multiwide property?
Non-Standard Vesting: what is that?
Does it matter if it is a purchase or refinance?
Removing Security Instrument 2
Assignment of Mortgage/Assignment of Collateral
What are indexing instructions for the state of Mississippi?
What is an allonge? Why is it included in my document package at the end of the Promissory Note?
What is the warning on the Property Page regarding Guarantor's marital status when selecting a Wisconsin property state?
Multiple condo units
Business Purpose Loan Certificate
Does GoDocs document loans outside of the United States?
How do I paste in the legal description to the provided field?
What is the intangible tax question?
Construction Loans Questions
Property in North Carolina & Borrower a married individual
PUD box was not marked
2 separate properties located in 2 different counties
Is a boat dock part of real property?
Borrower Affiliate Language & Cross Default
We are doing a loan on multiple properties. The borrower wants to vest each property in a different LLC with 1 LLC as the manager signing on their behalf. Is that possible?
Do you have loan documents for second trust deed, owner occupied, cash out for business purpose?
I am working on a loan in the County of St. Louis City. I do not have that option to choose from just St. Louis.
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Miscellaneous Documents
How do I add an SNDA and Tenant Estoppel?
How do I order a TIC Agreement (Tenancy in Common Agreement)
Does GoDocs provide separate state UCCs?
Request for Taxpayer Identification W-9 Form
SNDA/Estoppel Questions
What is "Full Recourse" on the GoDocs platform?
SNDA documents & questions
I am not seeing a specific address in the dropdown of the SNDA section. What do I do?
Can I get a Manufactured Home Rider with my document package?
Assignment of Management Agreement
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Modifications and Assumptions
How can I do a modification for an additional advance of loan funds?
What is the Current Maximum Principal Amount field?
ModDocs: making changes to an existing loan
Death of members/manager/partners/directors/etc. of an entity
We have a member who changed his vesting on his property. What document would be required to make the changes?
When we release an original guarantor does that guarantor need to sign the Loan Modification Agreement?
What is the Expiration Date of Modification Documents? Since we are not recording anything, does this date have any significance?
ModDocs: modifying prior modifications
Where I can add in a non-repayment fee for not paying off by the maturity date?
Is there a place for our loan officer to sign in the Loan Modification Documents?
How do I obtain a NEW Loan Agreement for my Modification since the DSC requirement is changing?
What documents are not included with an Assumption order?
I am working on a forbearance agreement to extend maturity date. What product do I use?
How do I update the Lender within the ModDocs order I have already started?
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Security Instrument / Property or State Specifics
What are the 'Statement Regarding the Property' options when the collateral property is in New York?
What product option / product type should I choose?
Which States can I include a spousal consent document?
Trustee for Deed of Trusts Questions
Why do I see multiple mortgages/deed of trust templates in my multiple property deal?
Where is the cross-default language?
UCC-1 Questions
Do the loan documents include the concept of not allowing the Borrower to incur other loans/debt without lender's consent?
Iowa InvestorDocs - Purchase Money Mortgage or not?
Vesting updates on a Louisiana order
Where does GoDocs generate the title company on the Deed of Trust?
How to remove the second security instrument?
Texas: Renewal and Extension
How to add an additional security instrument
Title is asking that California Deed of Trust be listed on the footer of page 1 of the Deed of Trust. It does show on all footers but page 1.
Will the language in section 9 of the Guaranty affect the “Single Action State” criteria for California loans?
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Other Questions
Is there a way to have the Fannie Mae Inter Vivos Revocable Trust Rider printed with the docs for this order?
Are you able to automate the Lender's signature on the loan agreement ?
Modification number. If we do not generate a specific modification number in our core system would we just leave this blank?
We did not see option to do Change in Vesting and Remove Guarantor under Premium support?
ModDocs
How does the Extension Option feature work?
What is the difference between the Side Letter Agreement and Undelivered items letter? How and when to use each one? They appear to both do the same thing?
How do we engage GoDocs LegalNet?
TIC Agreement
Could you explain what the “SEAL” reference in certain signature block means?
Where is language on attorney costs?
I see that Fix and Flip and New Construction now have different document sets. Could you please explain the difference between the two document sets?
Where is language located on Management Agreements?
How do I insert a Lender signature block automatically?
Where are the Mortgage Assignment Documents and how should I use them?
Where is language on escrow for taxes and insurance? Where will hazard insurance be documented in the loan agreement?
Where are exit fee provisions?
Where are the funding conditions in the document?
Where are late charge fees and default rate language documented?
Where are the provisions on notifications to our Borrowers and Guarantors?
What is the language of financial reporting and financial covenants?
Why is there only 1 Guaranty document if I have multiple guarantors
What if closing slips by a day or two? Do I need to change the Document Date and re-draw the package?
What are the differences between Document Date and Disbursement Date in the GoDocs templates?
Why do I not see notary pages in the Loan Agreement and Promissory note in the GoDocs package?
I accidently ordered my documents under premium support but want standard support instead.
Why am I not receiving the verification code email when I try to reset my password?
I am placing an order for a state that requires a review from outside counsel. Can I request a Rush on outside counsel review?
When do we use Duplicate button?
Borrower/Guarantor – LLC Entity Type
General Document Questions
Selecting the appropriate County from drop down
How to select your prepayment premium
Where would a non-signer appear on the loan docs?
Late Charge and Grace Days
Order Redraw
Texas Deed of Trust
Lender requirements and where to find them in the loan docs
Reimbursement of attorney’s fees by the borrower
What is the difference between a CERTIFICATED pledgor vs one that isn't?
Mississippi deed of trust
What is a process agent?
What is a Limited Guaranty?
Redraw of Standard LoanDocs
Burn-off recourse
Will I get charged if I order loan documents but the loan does not close?
Intellectual Property
Differences between a limited and full redraw?
Pledge Agreement
Independent City in Virginia
Misc. Lender requests
Default Interest Rate
How do I add an additional lender to the loan documents?
LTV language
Borrower equity injection
Insurance pay-outs
Add a new lender
Index 5 year CMT
GoDocs scrivener services
Lost Loan Documents
Hazard Insurance Disclosure
Order placed but no files available
New York Agricultural Real Estate
Interest calculation 30/360 & monthly payments
UCC termination/release
Order Record
Deposits for Taxes, Insurance etc
What is an inception date?
Info needed for complex Borrower structure
Premium Fee
Where can I find the "bad boy" carveouts
How to reset my password?
Uploads and release notes
Carbon monoxide detector
Can not access certain tabs on the data summary page
Funding Form/Disbursement Instructions
Flex Construction vs Lot Development
How do I look up past orders?
Florida Note Barcode
ApartmentDocs or InvestorDocs?
Forced Paydown provision within DSCR
Who is Beneficiary in Notice of Default?
Invoice Customers
Standard support or Premium support?
Can I get a sample set of loan documents?
Changes post order submission
Data retention
Data summary tabs locked by other user
Why does C&I go immediately to premium?
Can you please advise which laws and disclosures apply to Business Purpose loans?
I need to update my documents after submission
Where is the ALTA 14-06 Future Advance Priority in the Endorsement option?
How to I add a new user for our company?
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