CLOSING AGENT APPROVAL REQUEST

This online form is to be utilized by prospective Closing Agents seeking approval from PrivatePlus Mortgage, a division of National Bank of Commerce to conduct a Mortgage Closing.
Please download, print, sign, and upload the PPM-NBC, Vendor Confidentiality Agreement 2017.
If you prefer, you can download the PDF version of our Closing Agent Approval Request and send everything to Eric Simpson, esimpson@privateplus.com
Examples of Requested items:
Example-Individuals_Signing_Documents
Example-ALTA Certificate
Example-ALTA Certification for 24 Months on Letterhead
Example-Privacy-Information-Security-Policy

* indicates a field is required. Other information you choose to submit simply helps us reply with a more informed response. All information is confidential.

  • Contact Information

  • Please enter a VALID email address that you check and will respond to when we contact you.
  • Licensing-Regulatory Entity

  • Provide a valid License from your Regulatory Entity such as State Bar, Division of Revenue, Department of Insurance, or other such entity that issues a Good Standing Letter or business license from your Secretary of State. Acceptable file formats allowed: Pictures, Word Documents, and Adobe PDFs. jpg (picture), jpeg (picture), gif (picture), png (picture), pdf, doc, docx
    Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx.
  • Errors & Omissions Insurance

  • Provide Proof of E & O Insurance: (Errors & Omissions/employee dishonesty is required). Acceptable file formats allowed: Pictures, Word Documents, and Adobe PDFs. jpg (picture), jpeg (picture), gif (picture), png (picture), pdf, doc, docx
    Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx.
  • Surety or Fidelity Bond

  • Provide Proof of Surety or Fidelity Bond Coverage. Acceptable file formats allowed: Pictures, Word Documents, and Adobe PDFs. jpg (picture), jpeg (picture), gif (picture), png (picture), pdf, doc, docx
    Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx.
  • Closing Agent Questions.

  • Additional Required Documentation

  • Provide a list of FULL LEGAL NAME(s) of individual(s) Signing Documents. NO INITIALS for any signing agent. Acceptable file formats allowed: Pictures, Word Documents, and Adobe PDFs. jpg (picture), jpeg (picture), gif (picture), png (picture), pdf, doc, docx
    Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx.
  • Provide copies of your policy or policies demonstrating compliance with Borrower Privacy/Gramm–Leach–Bliley. Acceptable file formats allowed: Pictures, Word Documents, and Adobe PDFs. jpg (picture), jpeg (picture), gif (picture), png (picture), pdf, doc, docx
    Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx.
  • Provide Wiring Instructions. Acceptable file formats allowed: Pictures, Word Documents, and Adobe PDFs. jpg (picture), jpeg (picture), gif (picture), png (picture), pdf, doc, docx
    Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx.
  • Download the PDF form, sign, and upload. Acceptable file formats allowed: Pictures, Word Documents, and Adobe PDFs. jpg (picture), jpeg (picture), gif (picture), png (picture), pdf, doc, docx
    Accepted file types: jpg, jpeg, gif, png, pdf, doc, docx.

Three Piedmont Center, Suite 600 • 3565 Piedmont Road, Atlanta, GA 30305 • 404.480.4111

Division of National Bank of Commerce