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Newly Closed Loans
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Escrow Basics
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Year-End Statement Basics
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Gracefully Exiting Your Loan
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Updated Articles
Year-End Statements
Last Updated: 05/13/2026
Accessing Statements Online
Last Updated: 05/13/2026
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Year-End Statements
Where can I find my tax statement online? 2025 year-end statements will be provided by January 31, 2026. When your statement is available, log into our website, go to Documents , and expand the Taxes section. Click the link to your statement...
Receiving My Statement
Last Updated: 05/13/2026
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Year-End Statements
When and how will I receive my year-end statement? Year-end statements are sent by January 31 each year. If you enroll for electronic year-end statements by December 27, 2025, we will notify you by email when your statement is available online ...
Year-End Statement Basics
Last Updated: 05/13/2026
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Year-End Statements
What year-end statement should I expect from you? Depending on your account activity last year, you may receive the following IRS Form from us: Form 1098: Reports interest we received on a mortgage. Form 1099-C: Reports when a debt is cancel...
Escrow Statement FAQs
Last Updated: 05/13/2026
Keeping Track of Your Escrow Activity
Last Updated: 05/13/2026
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Escrow Statement FAQs
How can I see my escrow account activity? As your mortgage partner, we strive to make it easy to view and understand your escrow activity. We provide 24/7 access to track your escrow balance, deposits, and disbursements online, plus other easy ...
Shortage
Last Updated: 05/13/2026
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Escrow Statement FAQs
What is an escrow shortage? All escrow accounts have a minimum required balance , which equals your expected tax and insurance expenses plus some extra money in case your bills go up – this is called a cushion. If your escrow account balance is...
Homeowner's/Hazard Insurance
Last Updated: 05/13/2026
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Escrow, Tax & Insurance
I have a new homeowners insurance policy. Do I need to send it to you? Yes, you need to inform us of any changes in your insurance policy. You can send your new policy to us online at . It's quick and easy! Alternatively, you can fax the poli...
Escrow, Tax & Insurance
Last Updated: 05/13/2026
Paperless Statements
Last Updated: 05/13/2026
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Payments and Payoffs
Can I opt out of receiving copies of statements in the mail? Yes! Go paperless by opting in for electronic account and/or year-end statements. Once you are enrolled, we’ll send you an email each time a statement is ready to view online. You wil...
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