First things first — it’s time to set up your payment portal. Once your loan has been transferred to your new servicer, you’ll receive a “Welcome” letter in the mail with your account details and instructions.

You can also use the link below to access your servicing information, create your online account, and set up automatic payments to ensure everything runs smoothly from day one.

On closing day, your title company sends funds to all the appropriate parties, including your insurance provider. We simply want to remind you to double-check that your insurance company received the payment — if not, let us know and we’ll reach out to the title company for you.

Also, if your new home has a homeowners association (HOA), be sure your HOA payments are set up and that you’ve received their welcome packet or online portal information. It’s a small step that helps you avoid late fees or missed dues after closing.

If you purchased your home this year and it’s your primary residence, you may qualify for a property tax break through the Homestead Exemption. It’s a simple step that can save you hundreds — sometimes thousands — every year.

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