Information worksheet · Free download
Mortgage Request for Information Record Index
List the exact servicing records you need, the date range, why each record matters, and what the servicer produced so an RFI stays narrow and auditable.
2 pagesNo email requiredEditable + printable
Actual first-page previewMortgage Request for Information Record Index
Before you fill it out
What this resource helps you document
List the exact servicing records you need, the date range, why each record matters, and what the servicer produced so an RFI stays narrow and auditable.
01Question to answer
02Record requested
03Date range
04Response received
05Remaining gap
Federal baseline to check
Use the form with the rule, not instead of the rule.
These templates organize facts and records. They do not create a borrower right that the underlying regulation, loan terms, investor rules, or state law does not provide.
- A covered RFI is generally acknowledged within 5 business days, excluding Saturdays, Sundays, and legal public holidays.
- Requests for the identity/contact information of the mortgage owner or assignee generally have a 10-business-day response deadline; most other RFIs use 30 business days.
- Most 30-day RFIs can be extended by 15 business days with timely written notice, while an overbroad, unduly burdensome, or untimely request can fall within regulatory exceptions.
Use this resource carefully
- For each requested record, write the account question it answers and a precise date range. This makes the request more useful and less vulnerable to an overbreadth objection.
- Do not demand a spreadsheet or custom format if the servicer does not ordinarily store the information that way; request the existing record itself.
- Track what was produced against each numbered request and submit a narrower follow-up for genuine gaps rather than resending the entire RFI.