Pennsylvania Fee Disclosure: Case Study

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"Pennsylvania
( Reverse Channel)" Pennsylvania Fee Disclosure Both Application "SFR, PUD
FHA-approved condo
1-4 Units
Purchase / Refinance
Owner Occupy
" Notifies borrower(s) in writing, at the time of a loan application which fees paid or to be paid are nonrefundable. None Application "

Pennsylvania Term Plan Notice

" Lender Application "SFR, PUD
FHA-approved condo
1-4 Units
Purchase / Refinance
Owner Occupy
" "A licensee must consider the projected financial condition of the applicant once the time period for making loan advances has expired and disclose to the applicant the adverse implications of a term reverse mortgage loan.

Note :Applicable to Adjustable Rate Loan " None Application Pennsylvania Right to Choose Insurance Provider Both Application "SFR, …show more content…

The borrower(s) may also obtain insurance through an agent or insurer of their choice. None Application
Fees Restrictions "Refer to HUD Manual 4235.1, Home Equity Conversion Mortgages, Chapter 6-13, Third-Party Fees, for a list of allowable fees. In addition to the list of fees and charges, the local HUD Office may authorize or reject any other charge, or the amount of any charge, based on what is reasonable and customary in the area.

Lenders may collect fees and charges authorized by the Secretary for the Home Equity Conversion Mortgage Insurance Program (12 U.S.C. §1715z-20).
"

Other Requirements "A licensee must provide a copy of the promissory note evidencing the mortgage loan and any mortgage loan agreement, mortgage instrument or other document evidencing a mortgage loan signed by the borrower; (7 Pa. Cons. Stat. Ann. §6121(4)). In addition, upon request, a mortgage lender must provide to an applicant or authorized representative of an applicant, unless prohibited by Federal or State law, copies or originals of the documents associated with a loan that an applicant has paid for or signed, to the extent the documents are in the lender's possession (10 Pa. Code

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