Save and file your documents
Your mortgage is a big financial commitment. Keep your documents so you can refer to them as needed.
What to do now
Save all of your final loan and purchase documents in a safe place
Save the whole stack or electronic file. Double-check to make sure you have these four key documents:
- Closing Disclosure
- Promissory Note
- Mortgage (also known as the Security Instrument or Deed of Trust)
Save your budgeting documents and other information you used during the mortgage process
This information may be helpful in the future.
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What to know
Your Closing Disclosure can help you with your finances in the future
- Your Closing Disclosure can help you save money at tax time. Some of the closing costs you paid may be tax-deductible. You’ll need your Closing Disclosure to complete your tax return accurately.
- When it comes time to consider refinancing your home or moving to a new home, your Closing Disclosure reminds you of the types of costs you can expect.
- Your Closing Disclosure may also be helpful for tax purposes when you sell your home.