West DFW REI Group

When buying and selling houses creatively using the "Subject-to the underlying mortgage remaining in place" strategy, it's important to have the correct documentation needed to document what you and your client have agreed to but also to protect you and your clients as well as give you the control you need during the lifecycle of the transaction.  The included forms in this package are provided with that goal in mind.

This download includes the following documents:

• Subject-To Purchase Checklist
• Property Info Sheet
• Steps in Getting A Subject-To Under Contract Checklist
• Subject-To Purchase Contract (Escrowed)
• Subject-To Purchase Contract (Not-Escrowed)
• Subject-To Addendum
• Letter of Agreement and Addendum
• Special Addendum - Purchase
• Seller’s Acknowledgement Subject-To Purchase
• Authorization to Release Information
• Seller’s Property Disclosure
• Notification of Underlying Lien Transaction
• Seller’s Affidavit
• Affidavit and Memorandum of Purchase and Sale Agreement - Purchase
• List of Items Needed From The Seller
• CLOSING - Memorandum of Agreement Double Notary
• CLOSING - Limited Power of Attorney (POA)
• CLOSING - Escrow Refund Letter - If Escrowed
• CLOSING - 1098 Mortgage Interest Disclosure
• Getting the Deed Closing Call Script How to Get Sellers to Deed Their House To You

IMPORTANT DISCLAIMER:  These forms are provided 'AS-IS' without any warranty, expressed or implied, statutory or otherwise. Any use of these forms is at your own risk. While the information contained herein is designed to provide accurate and authoritative information in regard to the subject matter covered, it is offered with the understanding that the presenter(s) are not engaged in rendering legal, accounting, or other professional services.  If legal advice or other expert advice is required, the services of a competent professional should be sought before use of these forms.

NOTE:  These forms are to be used by you ONLY as the purchaser and are NOT to be shared with others.  Additionally, it is NOT recommended you use these forms without formal training on the Subject-to strategy and the forms.  The entire Subject-to workshop held in March 2021 can be purchased HERE, including the same forms included here and the training material, audio, and video for the entire 6-7 hours of training.

For a limited time, download this essential package of critical documents for "Buying Houses Subject-To" for ONLY $199.00

NOTE:  The entire Subject-to workshop held March 2021 can be purchased HERE, including the same forms included here and the training material, audio, and video for the entire 6-7 hours of training.

 Once you have paid below, go to your "My Downloads" folder to download your forms.