Loan Modification Audit for HAMP, Trial Plans, and Deferred Balances

Modification paperwork, trial payments, capitalization, escrow, and balloon balance review

Modification Problems Often Show Up Years Later

A loan modification audit reviews whether the servicer's current balance, payment amount, deferred balance, escrow treatment, and default claims line up with the modification documents and post-modification payment history.

What We Review

  • Trial period plan payments and permanent modification terms
  • Capitalized arrears, deferred principal, balloon amounts, and maturity changes
  • Escrow changes after modification and annual escrow analyses
  • Post-modification payment posting and suspense activity
  • Servicing transfers that changed how the modification was boarded

When Borrowers Need This

This review is useful when the borrower made trial payments, accepted a modification, and later received statements or foreclosure notices that do not match the expected terms. It can also help when an old HAMP or crisis-era workout created confusion about deferred balances or lien status.

Documents That Help

Trial plan letters, permanent modification agreements, HAMP correspondence, payment confirmations, post-modification statements, escrow analyses, transfer letters, payoff quotes, and foreclosure notices are useful.

Educational point: a modification audit helps organize records and issue questions. It does not guarantee a new modification or court result.

Start Free Screening Mortgage Accounting Audit

Related reviews: payment history audit, escrow audit, and foreclosure accounting review.