I do share my personal with tax consultant / financial planner / lease agent etc... so sharing with lender is no big deal.
Thanks again for responses.
You do not expect your banker to share your personal financial information with anyone. The same can be said of your tax preparation professional, your financial advisor, your insurance agent and your accountant. Certainly, the same can be said of your realtor and your mortgage professional. Your personal information is just that â€“ personal.
When it comes to short sale listings, these are some of the documents that the short sale lender will require.
1. The seller needs to complete an official letter of authorization for the agent to receive and convey information regarding the seller and the property.
2. Additionally, both parties complete the Agency Disclosure which indicates that the agent is representing the buyer.
These forms were prepared and approved by the California Association of Realtors and must have been vetted by an army of legal eagles (and they have done with the rest of our CAR forms).
But if you are not satisfied, you can certainly engage an attorney to prepare a document --- which of course, will have to be vetted by the agent's (or agency's) own legal counsel.
I hope an attorney will also answer your question with purely legal explanation.
Find professionals who are well recommended in your area and ask those individuals if they keep information confidential,