HOC FIRST MORTGAGE PROGRAM DOCUMENTS

AFFIDAVITS AND DISCLOSURES

Required

Pre-Closing Compliance Package Submission

Required

Document for Settlement

Addendum to Deed of Trust
-
X
Certificate of Mortgagor
X
X
Notice to Borrowers
X
Information Regarding Potential Recapture Tax - 30th Edition July 1, 2019 -June 30, 2020
-

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
     
Applicant's Profile - rev.4/19 fillable   Pre-Closing Compliance Package Submission & RCCAP Reservation  
Home Inspection Certification 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
   
  
DOCUMENT SUBMISSION CHECKLIST
 REQUIRED
 
Instructions For Submission of First And Secondary Loan Documents Via Secure Email FOR YOUR INFORMATION
MBS Pre Closing Compliance Checklist to HOC - rev. 4/19 fillable Pre-Closing Compliance Package Submission
Pre-Closing Secondary Financing Programs Checklist -rev. 6/19 fillable Pre-Closing Compliance Package Submission
MBS Post Closing Compliance Checklist to HOC - rev.  4/19 fillable
Pre-Closing Compliance Package Submission

 
SECONDARY FINANCING PROGRAMS
LOANS OR GRANTS

MONTGOMERY COUNTY CLOSING COST ASSISTANCE
PROGRAM DOCUMENTS

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 CompliancePackage Submission
Disclosure of Information for Closing Cost
Pre-Closing Compliance Package Submission
Check Requisition/Settlement Agent Information Form - rev. 4/19 Fillable
 Pre-Closing Compliance Package Submission
Pre-Closing Secondary Financing Programs Checklist -rev. 6/19 fillable
Pre-Closing CompliancePackage Submission
HOC Employer Identification Number - EIN - for FHA use only     
FHA Requirement
Revolving Closing Cost Assistance Manual                                                                                                                                 
                                                                                        FOR INFORMATION                                                                                               
 

PURCHASE ASSISTANCE LOAN DOCUMENTS

REQUIRED
Purchase Assistance Loan Program Disclosure
                                                     Pre-Closing Compliance Package Submission                  
Pre-Closing Secondary Financing Programs Checklist -rev. 6/19 fillable    
                           Pre-Closing CompliancePackage Submission
Purchase Assistance Loan Program Manual 
                FOR INFORMATION
Purchase Assistance Exemption From GFE         
                                     FOR INFORMATION                     
 
 

McHAF Program
MONTGOMERY COUNTY HOMEOWNERSHIP
ASSISTANCE FUND PROGRAM

REQUIRED
McHAF Reservation of Funds Form
                                             Reservation & Pre-Closing Compliance Package Submission                  
McHAF Disclosure of Information  
                           Application & Pre-Closing Compliance Package Submission
Pre-Closing Secondary Financing Programs Checklist -rev. 6/19 fillable
                Pre-Closing Compliance Package Submission
Check Requisition/Settlement Agent Information Form - rev. 4/19 Fillable            
                           Pre-Closing Compliance Package Submission   
McHAP Program and Information Guidelines FOR INFORMATION
Purchase Assistance Exemption From GFE FOR INFORMATION
 

"Take Advantage"
AFFORDABLE INCOME SUBSIDY GRANT (AIS)

REQUIRED
AIS Program Information and Guidelines
 FOR INFORMATION
AIS Settlement Instructions 
   Closing & Post Closing
AIS Grant Agreement
   Closing & Post Closing
AIS Award Letter
   Closing & Post Closing
 
                           
 MANUALS AND PROCEDURES                                                                                                                                 
HOC Loan Process (reservation, extension/cancellations, pre and post-closing)                                                   FOR INFORMATION                                                 

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