Updated Articles

  1. 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 31, we will notify you by email when your statement is available online to vie...
  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 or app, go to Documents , and expand the Taxes section. Click the link to your stat...
  3. 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...
  4. Disaster Claims & Assistance

  5. Claims

    What do I need to do if my home has been damaged? Here’s what you need to do first:   Contact your hazard insurance company to file a claim.   Begin the claims process with : Call  833.253.1133 , and w e'll let you know what is requ...
  6. Disaster Assistance

    I am having trouble making mortgage payments due to a disaster. What can I do?  If a recent disaster has affected your ability to conduct normal financial business, we understand this may result in late or missed mortgage payments. We are here t...
  7. Escrow Statement FAQs

  8. Surplus

    What is an escrow surplus?  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 mor...
  9. 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 e...
  10. 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 ...