What documents should a private money investor sign to start?

What documents should a private money investor sign to start?

Specialist · Manhattan, NY · Member since 2014 · 85 posts · 12 votes

I have an private money lender that is ready to invest in a project. What documents should the lender have to sign to get the process started and what documents going forward?

Thank you!

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  • Lender · Bellevue WA & Orange County, CA · Member since 2013 · 2k+ posts · 1k+ votes
    8y
    Originally posted by @Paul LaSpina:

    I have an private money lender that is ready to invest in a project. What documents should the lender have to sign to get the process started and what documents going forward?

    Thank you!

    This is a question for a local attorney but in general you will want a mortgage note and trust deed if you're in a trust deed state some states are mortgage only (both note and recording instrument is built into one document).

    Usually the attorney or escrow/title company acting as the intermediary will coordinate the closing documents for the rest like evidence of insurance, title insurance, coordinating notary.

    Hope that gives you a good start on the process.

  • Specialist · Manhattan, NY · Member since 2014 · 85 posts · 12 votes
    8y

    @Albert Bui

    Thanks for the info!

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