Who this article is for
This article is for:
Borrowers who need copies of their closing documents
Homeowners preparing taxes
Anyone who needs proof of their loan terms
Borrowers who want past statements or escrow records
How to request loan documents
Nestwise makes it easy to access digital copies of your loan documents. Many documents are available directly in your dashboard, while others may require contacting your loan servicer.
Here’s how to access what you need.
1. Documents available in your Nestwise dashboard
You can download many of your core loan documents anytime, including:
Closing Disclosure (CD)
Loan Estimate (LE)
Promissory Note
Mortgage / Deed of Trust
Initial disclosures you signed during the application
Look for these in the Documents or Closing Documents section of your dashboard.
If Nestmatch™ is active, your dashboard may also include program-related disclosures.
2. How to request monthly statements
Monthly mortgage statements are typically provided by your loan servicer.
If Nestwise is servicing your loan:
You can download statements directly from your dashboard
You can request past statements through support
If your loan has been transferred to a servicing partner:
Statements will be available in the servicer’s online portal
You can request copies directly from the servicer
Your monthly statement includes:
Payment amount
Escrow details
Past-due amounts (if any)
Year-to-date totals
3. How to request tax documents (Form 1098)
Your 1098 Mortgage Interest Statement is issued each January and shows the interest you paid during the prior year.
Where you’ll get it:
From Nestwise, if we service your loan at year-end
From your servicing partner, if they serviced your loan at year-end
It will be sent by mail and may also be available digitally.
4. How to request payoff statements
A payoff statement is required if you plan to:
Refinance
Sell your home
Pay off your loan early
To request a payoff:
Submit a request through your dashboard, or
Contact your servicer directly
Payoff letters usually include:
Your payoff amount
Per-diem interest
Good-through date
Instructions for sending the payoff funds
5. How to request verification of mortgage (VOM/VOD)
Lenders or landlords may request verification of your mortgage or payment history.
To request VOM/VOD documents:
Contact your servicer (or Nestwise if we service your loan)
Provide the third-party’s contact information
Allow 1–3 business days for processing
6. If your loan has transferred to a servicing partner
If you received a servicing transfer notice:
Your new servicer handles all document requests
Nestwise can help direct you to the correct portal
Your loan terms do not change because of the transfer
Servicers maintain complete document history for all transferred loans.
When to contact support
Reach out if:
A document you expect isn’t in your dashboard
You’re unsure who services your loan
You need a payoff statement urgently
Your tax documents haven’t arrived
You need help finding or downloading files
Support can retrieve documents or guide you to the correct source.