Resources to help manage your new Chase mortgage account

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Welcome to Chase

We're glad you're our customer

We’re here to help make your mortgage servicing transfer as smooth as possible. We recently mailed you a letter explaining what you can expect while your loan transitions to Chase, and we’ve also created this one-stop resource to help answer your questions. Welcome to Chase, we look forward to servicing your loan!

Important dates included in your transfer letter:

Transfer date: The date your loan is transferred to Chase
Last day with prior servicer: The last day your current servicer can accept payments
Live date at Chase: The date you can see your loan and make a payment on chase.com

Ways to pay your mortgage

Chase branch, by mail or by phone

You can make your mortgage payment online, at a Chase branch, by mail, or by phone. To see payments received and posted to your account on or after the 'Live on chase.com' date included in your transfer letter, enroll or sign into your account.

Automatic mortgage payments

After your chase.com live date you can set up automatic payments with us at chase.com/FlexPay.
Go to chase.com/CheckingCoupon to learn more about checking account options available. There’s no monthly fee on select Chase checking accounts if you have your mortgage payment automatically deducted from the account.

Payments made to your current loan servicer

If your current loan servicer receives your next payment on or shortly after your transfer date, they'll forward it to us. We won't charge you a late fee for this delay or report your payment as being late to the credit reporting agencies.

Make sure your future payments go to Chase, including payments from online bill pay and payment services.

For additional information on ways to make your mortgage payment, go to chase.com/WaysToPay

Better together

Watch and see all the great reasons to complement your Chase home loan with a Chase checking account.

Learn more about Chase checking account

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Manage your mortgage

Get an in-depth view of your mortgage, your home and neighborhood values.

Choose the alerts you find helpful to manage your account.

Switch to paperless statements with a worry-free statement reminder.

You can set up automatic mortgage payments.

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Escrow

If you have an escrow account for tax and/or insurance payments, your account will transfer to us. We'll manage your account and make your tax and/or insurance payments for you.

We may conduct your Annual Escrow Analysis at a different time of the year than the analysis previously provided by your current loan servicer. Please be assured that we'll let you know about any changes to your escrow account.

Go to chase.com/escrow to find out when to expect your annual analysis.

Answers to your most common questions

On your transfer date, Chase is taking over servicing of your mortgage loan. That means we’ll process your payments.

No, we'll still complete the transfer as scheduled. For information about your mortgage and COVID-19, you can go to chase.com/MortgageAssistance

Service transfer is a common practice in the mortgage industry. We’re happy to have you as a customer and are looking forward to providing you with best-in-class service. We’ll work to make this transition as seamless as possible for you.

Yes, we’ve given you a Chase loan number. It’s shown in the box at the top of the first page of the letter we recently mailed you.

No, this doesn’t affect the terms, such as interest rate and length of your loan. It does affect who processes your payments.

We have a number of refinance options and special programs available. Go to chase.com/refinance to learn more.

Payments

Please start making your payments to us beginning on your transfer date.

Your current loan servicer will cancel any payment made on or after your transfer date. You’ll be able to schedule future payments at chase.com/WaysToPay or by using our mobile app beginning on your chase.com live date.

Your current loan servicer will forward to us any payment it receives for 60 days after your transfer date.

No, we want to be sure this is easy for you, so we won't treat your payment as late or charge late fees on any payment your current loan servicer receives (and forwards to us) for 60 days after your transfer date. For a guide to mortgage benefits, fees and costs, go to chase.com/HomeLendingFees.

Online and mobile access

You can see your account and make a payment online or on our mobile app on your chase.com live date. Customers who already use chase.com for any account can enter the same User ID and Password. New customers can sign up online at chase.com in a few easy steps or text MOBILE to 24273 (Chase) to download the mobile app.

It can also be downloaded through your smartphone's app store or at chase.com/mobile.

You can see your account and make a payment using our mobile app starting on your chase.com live date. For security purposes, you must be enrolled in Chase Online^® to access account information and make payments through the app. Customers who already use chase.com for any account can enter the same User ID and Password. New customers can sign up online at chase.com in a few easy steps.

No, not after your transfer date. We recommend that you print or save any information or documents you think you may need by your transfer date.

Go to chase.com/MyMortgage.

Loan and year-end tax statements

We’ll send you monthly statements beginning next month. We’ll include information to walk you through your statement and will include our privacy notice.

Absolutely, you can enroll in paperless statements at chase.com/GoPaperless or by using our mobile app beginning on your chase.com live date. You’ll receive an email reminder each month when your statement is ready online.

Depending on when your loan was transferred, you may receive year-end tax statements (IRS Form 1098) from your current loan servicer and Chase. Each statement will reflect your taxes and mortgage interest paid during the time period in which each loan provider serviced your loan.

Escrow

Yes, we’ll automatically transfer your escrow account to pay your taxes and/or homeowners insurance.

Escrow accounts are only required for certain mortgages. If you don’t have an escrow account, you must pay your taxes and/or homeowners insurance by their due dates. We can help you set up an escrow account, if you want one, and make your tax and/or insurance payments for you.

Typically your insurance policy information is provided to us from your former loan servicer. If you have changed insurance companies or have a different policy, you can send the information, along with your name and address to the address below. Please include your loan number as part of the address:

JPMorgan Chase Bank, N.A.
ISAOA/ATIMA
[Include your Chase Loan Number]
P.O. Box 4465
Springfield, OH 45501

Authorization to release information to a third party

If you're authorizing a third party to access information on your account, download the Authorization to Furnish and Release Information form (PDF) and mail or fax to the address listed.

Contact Us

Get information about your loan transfer to Chase

800-282-5744

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Resources to help manage your new Chase mortgage account

Chase Home Lending

Buying a House

Refinance

Affordability

Home Lending Customer Service

About Chase

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