The form links below allow you to download and complete common paperwork that you may mail or fax to our Customer Service Center.


E-Sign Recurring ACH Payment Agreement

For best service, Complete and submit this form via DocuSign if you would like to have your monthly payments processed automatically each month. 

Download Recurring ACH Payment Agreement

If you would like to have your monthly payments processed automatically each month, please complete and return this form to: Gregory Funding, P.O. Box 230579, Tigard, OR 97281-0579

Insurance Claim Packet & Checklist

This package of forms includes instructions and your paperwork to process an insurance claim with us, including Intent to Repair certification, Request for Funds certification, 50%-Complete, 100%-Complete and Job Completion Certificate forms for borrower and contractor(s), the Lien Waiver form for your contractor(s), and the IRS Form W-9 to be completed by any person to whom we disburse the claim funds on your behalf.

Borrower Assistance Form

Complete and submit this set of forms if you are experiencing a financial hardship and need to apply for mortgage assistance. This includes the Loss Mitigation Financial Documentation Checklist, the Borrower Assistance Form, and the optional Third Party Authorization form.

Loan Payoff Request Form

Complete and submit this form to request a written payoff statement for your loan account 

W-9 (English)

Use this form for us to obtain your correct taxpayer identification number.  

Third Party Authorization

Complete and submit this form if you need to authorize a third party (a trusted relative or close friend) to call our office and give or receive information about your mortgage account.  

W-9 (Spanish)

Utilice este formulario para que obtengamos su número de identificación de contribuyente correcto. 

Third Party Authorization for Bankruptcy Counsel Form

If you are represented by a Bankruptcy Attorney, you may be requested to provide to Gregory Funding written permission from your Bankruptcy Attorney before Gregory Funding can discuss your account with you. Your Bankruptcy Attorney may complete and submit this form on their law firm’s letterhead if you want your Bankruptcy Attorney to authorize Gregory Funding to speak with you or an authorized third party about your mortgage account of your choice (a trusted relative, spouse or close friend, or a title company for example).

This optional form is made available as a courtesy and your Bankruptcy Attorney may otherwise provide an alternative form of authorization for Gregory Funding’s review and approval. This signed form, on your Bankruptcy Attorney law firm’s letterhead, may be returned to:


Fax: 866-712-5697

Mail: Gregory Funding, PO Box 230579, Tigard, OR 97281-0579