"Rehabilitation Tracking Sheet Template"

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Client # _____________
REHABILITATION TRACKING SHEET
Homeowner:
Address:
Telephone:
Home (
)
Work (
)
Initial Application/Inquiry Date:
PRESETTLEMENT ACTIVITIES
Date
Date Received/
Activity Description
Requested
Completed
Comments
Preliminary Application
Full Application
Credit Report(s)
Verification of Income/Employment
Verification of Mortgage(s) or Deed of
Trust for Each Lien Secured by Property
Verification of Deposits
Verification of Public Assistance
Verification of Other Assets
Mortgage Lender’s Most Recent
Year-End Statement
Proof That Real Estate Taxes Are Paid
and Current
Title Evidence
Appraisal
Lead-Paint Notification
Work Write-Up/Cost Estimates
State Historic Review (If Applicable)
Borrower’s Review/Approval of Work
Write-Up
Loan Approval/Disapproval
Bid Proposal(s) from Contractor
Owner Review of Proposals/Rehab
Specialist Review of Proposals
Contractor Selection
Contract Signing
Right of Recission
Client # _____________
REHABILITATION TRACKING SHEET
Homeowner:
Address:
Telephone:
Home (
)
Work (
)
Initial Application/Inquiry Date:
PRESETTLEMENT ACTIVITIES
Date
Date Received/
Activity Description
Requested
Completed
Comments
Preliminary Application
Full Application
Credit Report(s)
Verification of Income/Employment
Verification of Mortgage(s) or Deed of
Trust for Each Lien Secured by Property
Verification of Deposits
Verification of Public Assistance
Verification of Other Assets
Mortgage Lender’s Most Recent
Year-End Statement
Proof That Real Estate Taxes Are Paid
and Current
Title Evidence
Appraisal
Lead-Paint Notification
Work Write-Up/Cost Estimates
State Historic Review (If Applicable)
Borrower’s Review/Approval of Work
Write-Up
Loan Approval/Disapproval
Bid Proposal(s) from Contractor
Owner Review of Proposals/Rehab
Specialist Review of Proposals
Contractor Selection
Contract Signing
Right of Recission
Client # _____________
CONSTRUCTION AND CLOSE-OUT
Date Completed
Activity Description
or Sent
Comments
Pre-Construction Conference
Notice to Proceed
Request for Progress Payments
Request #1
Request #2
Change Orders
#1
#2
Certification of Final Inspection
Request for Final Payment
Notice of Completion
Contractor’s Release of Liens/
Warranties
Disposition of Funds Statement
LOAN SETTLEMENT
Date
Date Received/
Activity Description
Requested
Completed
Comments
Truth-in-Lending Disclosure Statement
Notice of Right-to-Cancel
Promissory Note
Mortgage or Deed of Trust
Hazard Insurance, Taxes, Special
Assessments
Supplemental Financing Agreement
Repayment Schedule
Record Mortgage, Deed of Trust, or
Promissory Note
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