When your 1098/1099 is available, form differences, and scenarios for year-end tax statements

No matter what state your property is in, you may be eligible for a tax exemption based on state law and the taxing authority’s guidelines.

On your monthly statement, you’ll see what you owe and how much is going to principal, interest, escrow (taxes & insurance), and anything else. Other key information on your monthly …

Learn how to access your year-end tax statement online or by mail, and what information it includes for tax season. Fin... On your monthly statement, you’ll see what you owe and how …

Learn how to access your online or mailed year-end tax statements for your mortgage interest and expenses. Find out the differences between Form 1098 and Form 1099, and when you may …

We’ll send you an Escrow Review Statement that explains the results of the escrow analysis. Your statement will inform you whether your monthly payment is going up or going down in the year …

An escrow account is where funds are held to pay property tax and insurance bills on your behalf. If your loan is escrowed, a part of your mortgage payment goes into your escrow account …

If you signed the Note but your name isn’t on the year-end tax statement or 1098, here’s why: Only the primary borrower’s Social Security Number is reported. To switch the order of the …

Paperless means we’ll stop sending your documents in the mail. Instead, you can securely view, download, and/or print them from the “Statements” section of your online account. We’ll email …

The delinquency date is the last date that taxes can be paid before there is a penalty added. If, on the off chance, we miss the delinquency deadline, we’ll cover the difference and reimburse the …