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

We also have a staff of trained Customer Service representatives here to assist you. Please contact us toll free with any questions, including help using any of these forms, at 

(866) 712-5698. Our hours of operation are Monday - Friday 6:30 AM to 6 PM Pacific Time.


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. 


Complete and submit this form as part of your loss mitigation application to give Gregory Funding permission to receive borrower's past tax returns, W-2's, and 1099 transcripts on file with the IRS as needed to fully underwrite your loss mitigation application.

Download Recurring ACH Payment Agreement

Complete and submit this form if you would like to have your monthly payments processed automatically each month.

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, the IRS Form 4506T, and the optional Third Party Authorization form.

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.  

Loan Payoff Request Form

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

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.

W-9 (English)

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

W-9 (Spanish)

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