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Review packet contents and prices.

Starter Intake Packet: $97.00 USD one-time. Comprehensive Strategy Packet: $197.00 USD one-time. Choose a packet and enter an email for your order; provide full mortgage and transaction details after purchase.

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Illustrative packet excerpt

Sample Freedom Mortgage VA Assumption Package Preview.

Sample preview only — this is not a customer's actual packet. These illustrative snippets do not confirm current Freedom Mortgage requirements, document review, acceptance, approval, or release. Confirm applicable instructions with the servicer.

ASSUMABLEDESK · SAMPLE PACKETNOT A CUSTOMER PACKET

ASSUMPTION PACKAGE · EXAMPLE ONLY

VA assumption packet

A sample organization for questions and follow-up. The servicer's current instructions determine what applies to a specific loan.

Servicer: Freedom Mortgage
Loan type: VA
Packet status: Example only

PACKET EXCERPT

Servicer Document Checklist

Current assumption request formConfirm the current version with the servicer
Income and asset recordsInclude only items requested for this case
Purchase or transfer documentsAs applicable to the transaction

Example prompts only; no document is shown as collected or verified.

PROCESS EXCERPT

Step-by-Step Assumption Timeline

1
Confirm the current process
Ask which forms apply and where to submit them.
2
Gather requested information
Use the servicer’s current instructions for this case.
3
Submit and track follow-up
Record the date, channel, and next step provided.

No dates or processing-time promises are implied.

CALL SCRIPT EXCERPT

Servicer Escalation Script Template

“Hello, my name is [your name]. I'm calling about the VA loan for [property address]. Could you share the current assumption process, the forms that apply, and where to submit them? Is there a reference number I should use if I follow up?”

Choose a packet and enter an order email, then continue to hosted checkout. Full mortgage and transaction details are collected after payment.
Tax-exclusive base price. Applicable state/local tax is calculated and itemized by hosted checkout when supported by the configured payment setup.
Hosted checkout; card details never enter AssumeableDesk.
Organizational materials only. This service is not legal advice, does not determine legal rights or obligations, does not promise servicer acceptance or approval, does not guarantee release, and does not establish fixed fees or fixed timelines. Confirm current requirements directly with the servicer.

Compare packet contents

Features	Starter Intake Packet	Comprehensive Strategy Packet
Included organizational materials
Servicer-specific assumption document checklist	Included	Included
Initial qualification screening guide	Included	Included
Standard loan assumption timeline breakdown	Included	Included
Full servicer requirement audits	Not included	Included
VA entitlement transfer and substitution documentation guides	Not included	Included
Escalation scripts for servicer processing delays	Not included	Included

AssumeableDesk — Powered by AssumeableDesk provides organizational tools, not legal, tax, lending, underwriting, or legal advice.