DeedRivet / new packet

Start with the facts.

Add the loan and property record first. Your progress is saved as a private draft before you move to the people and review details.

01Loan & propertyThe facts that anchor the packet
02People & reviewSeller, buyer, and servicer details

01 / Loan record

What is being assumed?

Enter the current note details exactly as they appear on the mortgage statement.

Private draft

Loan program

Loan number

Original loan balance

Current note rate

Monthly principal & interest

Target assumption date

02 / Property record

Where is the property?

Use the property address tied to the loan, plus how it will be occupied after closing.

Street address

City

State

Postal code

Occupancy 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.

Assumed loan balance

USD

Current loan balance

USD

Assumed interest rate

Current interest rate

Buyer's equity gap

USD

The cash difference the buyer expects to cover outside the assumed loan.

Next saves this step to your private application draft and opens the next wizard state.

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