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HOC First Mortgage Program Documents

Affidavits and Disclosures

Affidavits and Disclosures
Affidavits and Disclosures Pre-Closing Compliance Package Submission (Required) Document for Settlement (Required)
Addendum to Deed of Trust X
Certificate of Mortgagor X X
Notice to Borrowers X
Information Regarding Potential Recapture Tax – 35th Edition X
Mortgagor’s Affidavit X X
Mortgage Purchase Program (MPP) Disclosure Information X
Notice of Potential Recapture Tax – For All Loans X
Occupancy Addendum X
Participant’s (Lender’s) Affidavit – For Lenders Shipping
Seller’s Affidavit X X

Program Documents and For Information Only

Program Documents and For Information Only
Program Documents and For information Only Required or Not Required
Applicant’s Profile – rev.4/19 fillable Pre-Closing Compliance Package Submission & RCCAP Reservation
Home Inspection Certification Pre-Closing Compliance Package Submission
ACH New Vendor Set-Up Instructions
ACH Direct Deposit Form (New Vendors) Required to set up ACH payments for secondary financing funds to settlement agents Submit at least 10 days before settlement
ACH Request And Settlement Agent Information (Rev. 8/2022) Pre-Closing Compliance Package Submission
Mortgage Clause The Housing Opportunities Commission of Montgomery County, Its Successors And Assigns As Their Interest May Appear, 10400 Detrick Ave., Kensington, MD 20895
HOC Employer Identification Number – EIN (for FHA use only) FHA Requirement
FHA Approval of MPDU Financing – HUD Approval Letter 12_2011 FHA deems units subject to the Montgomery County MPDU program as eligible for FHA insurance.
Lenders should keep a copy of the FHA approval letter in each loan underwriting file.

Document Submission Checklist: Pre-Closing and Post Closing

Document Submission Checklist: Pre-Closing and Post Closing
Document Submission Checklist: Pre-Closing and Post Closing Required
Pre-Closing
Instructions For Submission of First And Secondary Loan Documents Via Secure Email
FOR YOUR INFORMATION
FIRST MORTGAGE PRE-CLOSING Compliance Checklist – rev.8/2022 fillable Pre-Closing Compliance Package Submission
SECONDARY FINANCING PRE-CLOSING Compliance Checklist  – rev. 8/2022 fillable Pre-Closing Compliance Package Submission – Secondary Financing
Post-Closing
Instructions For Submission of HOC First Mortgage Post Closing Documents Via Secure Email
FOR YOUR INFORMATION
MBS Post CLOSING Compliance Checklist to HOC – rev.  8/2022 fillable Post-Closing Compliance Package Submission

Secondary Financing Programs Loans Or Grants

Secondary Financing Programs Loans Or Grants
Revolving Closing Cost Program Required
Closing Cost Loan Estimate(LE) Information Form -RESPA Requirement Submit within 24hrs of Initial Application
Reservation of Funds Form for County Closing Cost Assistance – 5 for 5 Reservation & Pre-Closing Compliance Package Submission
Authorization for Automatic Withdrawal Pre-Closing Compliance Package Submission
Disclosure of Information for Closing Cost Pre-Closing Compliance Package Submission
ACH Request And Settlement Agent Information – rev. 8/2022 Pre-Closing Compliance Package Submission
ACH Direct Deposit Form Require at least one week before settlement
SECONDARY FINANCING PRE-CLOSING Compliance Checklist rev. 8/2022 fillable Pre-Closing CompliancePackage Submission
HOC Employer Identification Number – EINfor FHA use only FHA Requirement

Purchase Assistance Loan Documents

Purchase Assistance Loan Documents
Purchase Assistance Loan Documents Required
Purchase Assistance Loan Program Disclosure Pre-Closing Compliance Package Submission
SECONDARY FINANCING PRE-CLOSING Compliance Checklist Pre-Closing CompliancePackage Submission
Purchase Assistance Exemption From GFE For Information

Montgomery County Homeownership Assistance Fund Program (McHAF)

Montgomery County Homeownership Assistance Fund Program (McHAF)
Documents Required
McHAF Disclosure of Information Application & Pre-Closing Compliance Package Submission
Secondary Financing Pre-Closing Compliance Checklist – rev. 8/2022 fillable Pre-Closing Compliance Package Submission
ACH Request And Settlement Agent Informationrev. 8/2022 Pre-Closing Compliance Package Submission
McHAF Program and Information Guidelinesupdated 8/2022 Pre-Closing Compliance Package Submission
Purchase Assistance Exemption From GFE For Information
ACH  Direct Deposit Form Require at least one week before settlement
Reservation Process eHousingPlus for McHAF first mortgage and McHAF funds – Powerpoint – 10/4/2021 Reservation Process of McHAF First Mortgage and McHAF Funds

Manuals and Procedures

HOC Loan Process (reservation, extension/cancellations, pre and post-closing)