Mortgage Assignment Program
Field Office Checksheet
for Positive Mortgagee Recommendations
(Scenario One only)
form HUD-92204 (3/95)
U.S. Department of Housing
and Urban Development
Office of Housing
Federal Housing Commissioner
Title, Signature & Date:
X
Sensitive Information: The information collected on this form is considered sensitive and is protected by the Privacy Act. The Privacy Act requires that these records
be maintained with appropriate administrative, technical, and physical safeguards to ensure their security and confidentiality. In addition, these records should be protected
against any anticipated threats or hazards to their security or integrity which could result in substantial harm, embarrassment, inconvenience, or unfairness to any individual
on whom the information is maintained.
Borrower's Name: Borrower's Social Security No:
Lender: Lender Loan No: HUD Account No:
Scenario One: Lender recommends the borrower for assignment. Mark yes or no. Cases must be reviewed within 15 days of receipt.
Yes No
Is borrower the borrower of record or other acceptable party? (If "no," return to lender.)
Mortgage is FHA-insured? (Check A43 system). (If "no," return to lender.)
Do records indicate whether borrower has filed for bankruptcy?
Lender Servicing Records are complete? (List missing items below).
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Management Review Documentation is complete? (List missing items below.)
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Assignment Review Packet is complete? (List missing items below).
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Date Missing documentation/forms Date Missing documentation/forms
requested from lender: received from lender:
Missing documentation/forms received from lender within seven days? (If "no," return case to lender for further servicing.)
Property is borrower's principal residence? (See form HUD-92068-F and form HUD-92206, Part D)
Does lender recommend waiving principal residence? (Criterion 3)? (See form HUD-92206, Part D)
HUD: Complete form HUD-92209, Part A (Evaluation Decision), item 3 and Parts B & C.
Borrower owns other property with FHA-insured or Secretary-held mortgages? (Check A43 system & F60 SFMNS QPIK screen)
Does lender recommend waiving two or more FHA-insured or Secretary-held mortgages? (Criterion 4).
(See form HUD-92206, Part D)
HUD: Complete form HUD-92209, Part A (Evaluation Decision), item 4 and Parts B & C.
