Updated Articles

  1. Year-End Statements

  2. Accessing Statements Online

    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...
  3. Receiving My Statement

    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 ...
  4. Year-End Statement Basics

    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...
  5. Escrow Statement FAQs

  6. Keeping Track of Your Escrow Activity

    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 ...
  7. Shortage

    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...
  8. Homeowner's/Hazard 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...
  9. Escrow, Tax & Insurance

  10. Paperless Statements

    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...