Agenda 01/11/2022 Item #16D 3 (3 Mortgage Satisfactions for SHIP Grant Fund)01/11/2022
EXECUTIVE SUMMARY
Recommendation to approve and authorize the chairperson to sign three (3) mortgage satisfactions
for the State Housing Initiatives Partnership loan program in the amount of $63,000 and approve
the associated Budget Amendments to appropriate repayment amounts totaling $63,000 within
SHIP Grant Fund (791).
OBJECTIVE: To support the affordability of housing in Collier County through State Housing
Initiatives Partnership (SHIP) down payment and emergency repair and/or rehabilitation assistance
programs.
CONSIDERATIONS: SHIP, a state affordable housing program, offers assistance to first -time
homebuyers for use toward a portion of the required down payment and emergency repairs to the newly
acquired home, and rehabilitation assistance to homeowners for rehabilitation to their homesteaded
property. As a condition of award, the homeowner must repay the assistance provided upon sale,
refinance, or loss of homestead exemption.
The following table provides details regarding the associated mortgages that have been repaid in full. As
such, satisfactions of mortgage are required.
File # Name Public Record Mortgage Amount Payoff Amount
15-061 Kristen Butler OR 5427/PG 2855 $25,000 $25,000
12-002 Sittalys Deinys Bravo and
Mario Deinys
OR 4948/PG 3085 18,000 $18,000
06-012 Reidel Serrano OR 5404/1645 20,000 $20,000
Total $63,000 $63,000
Approval of these items will authorize the Chairperson to sign the aforementioned mortgage satisfactions
and the executed documents shall be recorded in the Public Records of Collier County, Florida.
FISCAL IMPACT: The repaid amount of $63,000 satisfies the payoff amounts. These repayments are
considered program income and have been deposited in SHIP Grant Fund (791), Project 33759.
Deposited funds will be used for SHIP eligible activities. The Budget Amendment recognizes $63,000 in
program income, of which five percent (5%) will be used as Administrative funds. Recording fees of $10
have been paid by homeowners Butler, Deinys, and Serrano.
LEGAL CONSIDERATIONS: This item is approved for form and legality and required a majority vote
for Board approval. -JAB
GROWTH MANAGEMENT IMPACT: There is no Growth Management impact.
RECOMMENDATION: To approve and authorize the chairperson to sign three (3) mortgage
satisfaction for the State Housing Initiatives Partnership loan program in the amount of $63,000 and
approve the associated Budget Amendments to appropriate repayment amounts totaling $63,000 within
SHIP Grant Fund (791).
Prepared By: Karina Bardales, Grants Support Specialist, Community & Human Services Division
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ATTACHMENT(S)
1. Backup Docs Butler (PDF)
2. Backup Docs Deinys (PDF)
3. Backup Docs Serrano (PDF)
4. SHIP SOM (PDF)
5. SAP $63,000 01.11.22 (PDF)
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COLLIER COUNTY
Board of County Commissioners
Item Number: 16.D.3
Doc ID: 20727
Item Summary: Recommendation to approve and authorize the chairperson to sign three (3)
mortgage satisfactions for the State Housing Initiatives Partnership loan program in the amount of
$63,000 and approve the associated Budget Amendments to appropriate repayment amounts totaling
$63,000 within SHIP Grant Fund (791).
Meeting Date: 01/11/2022
Prepared by:
Title: – Community & Human Services
Name: Karina Bardales
11/30/2021 3:52 PM
Submitted by:
Title: Manager - Federal/State Grants Operation – Community & Human Services
Name: Kristi Sonntag
11/30/2021 3:52 PM
Approved By:
Review:
Community & Human Services Leslie Davis Additional Reviewer Completed 12/01/2021 10:52 AM
Community & Human Services Maggie Lopez Additional Reviewer Completed 12/07/2021 8:49 AM
Community & Human Services Karina Bardales CHS Review Skipped 12/07/2021 8:54 AM
Community & Human Services Lisa Carr Additional Reviewer Completed 12/07/2021 10:15 AM
Community & Human Services Jacob LaRow Additional Reviewer Completed 12/07/2021 11:24 AM
Capital Project Planning, Impact Fees, and Program Management Gino Santabarbara Additional Reviewer Completed 12/13/2021 8:45 AM
Operations & Veteran Services Kimberley Grant Additional Reviewer Completed 12/13/2021 1:38 PM
Public Services Department Todd Henry Public Services Department Completed 12/13/2021 3:09 PM
Public Services Department Dan Rodriguez PSD Department Head Completed 12/14/2021 4:16 PM
Grants Erica Robinson Level 2 Grants Review Completed 12/15/2021 9:25 AM
County Attorney's Office Jennifer Belpedio Level 2 Attorney of Record Review Completed 12/22/2021 11:46 AM
Office of Management and Budget Debra Windsor Level 3 OMB Gatekeeper Review Completed 12/22/2021 11:49 AM
County Attorney's Office Jeffrey A. Klatzkow Level 3 County Attorney's Office Review Completed 12/22/2021 1:08 PM
Growth Management Operations Support Christopher Johnson Additional Reviewer Completed 12/23/2021 11:18 AM
Grants Therese Stanley Additional Reviewer Completed 01/04/2022 9:05 AM
County Manager's Office Geoffrey Willig Level 4 County Manager Review Completed 01/04/2022 10:03 AM
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Board of County Commissioners Geoffrey Willig Meeting Pending 01/11/2022 9:00 AM
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BardalesKarina
From:Francesca Sorensen <fsorensen@lawfirmnaples.com>
Sent:Monday, November 1, 2021 12:25 PM
To:CarrLisa
Cc:Taylor McGinn
Subject:RE: Payoff Request - 1701 Courtyard Way #A-203, Naples, FL 34112
Attachments:1631146.pdf
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender and use extreme caution when
opening attachments or clicking links.
Good afternoon Ms. Carr,
I was provide your contact information by Kristen Butler. Our firm is handling a real estate sale for Ms. Butler and we’re
requesting a payoff of her Collier SHIP loan. Please provide a payoff and close for the sale of the below referenced
property good through November 19, 2021 for the following account:
Acct Holders & Last 4 SSN: Kristen Butler (4960)
Property Address: 1701 Courtyard Way #A‐203, Naples, FL 34112
Closing Date: 11/12/2021
Attached is our client’s signed information form. Authorization for our firm to obtain the payoff is on the 2nd and 3rd
pages of the attachment.
Should you have any questions regarding this matter, please do not hesitate to contact me directly at 239‐325‐5589.
Thank you,
Francesca Sorensen
Real Estate Processor
9045 Strada Stell Court, Suite 400
Naples, FL 34109
Office: 239.325.4070
Fax: 239.325.4080
FSorensen@lawfirmnaples.com
www.lawfirmnaples.com
Woods, Weidenmiller, Michetti & Rudnick, LLP (WWMR) does not send nor receive wire instructions via unsecured
email without confirming information via reciprocating telephone calls or direct person to person contact. Under no
circumstances should you send any funds to any party without first calling WWMR at 239‐325‐4070 and verifying the
accuracy of wire instructions provided to you. Thank you for your patience and understanding as we make every
effort we can to protect your interests.
The information contained in this transmission may be attorney/client privileged and confidential. It is intended only for the use of the individual or
entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or
16.D.3.a
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copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by e‐mail or by
telephone collect at 239.325.4070 and delete the original message. Thank you.
Please consider the environment before printing this e‐mail.
From: Francesca Sorensen
Sent: October 29, 2021 10:05 AM
To: CollierCountySHIP@colliergov.net
Cc: Taylor McGinn <tmcginn@lawfirmnaples.com>
Subject: RE: Payoff Request ‐ 1701 Courtyard Way #A‐203, Naples, FL 34112
Good morning,
I’m following up on my e‐mail below requesting a payoff for our client’s SHIP loan. Please let me know if you need
anything else in order to process.
Please provide a payoff and close for the sale of the below referenced property good through November 19, 2021 for
the following account:
Acct Holders & Last 4 SSN: Kristen Butler (4960)
Property Address: 1701 Courtyard Way #A‐203, Naples, FL 34112
Closing Date: 11/12/2021
Attached is our client’s signed information form. Authorization for our firm to obtain the payoff is on the 2nd and 3rd
pages of the attachment.
Should you have any questions regarding this matter, please do not hesitate to contact me directly at 239‐325‐5589.
Thank you,
Francesca Sorensen
Real Estate Processor
9045 Strada Stell Court, Suite 400
Naples, FL 34109
Office: 239.325.4070
Fax: 239.325.4080
FSorensen@lawfirmnaples.com
www.lawfirmnaples.com
Woods, Weidenmiller, Michetti & Rudnick, LLP (WWMR) does not send nor receive wire instructions via unsecured
email without confirming information via reciprocating telephone calls or direct person to person contact. Under no
circumstances should you send any funds to any party without first calling WWMR at 239‐325‐4070 and verifying the
accuracy of wire instructions provided to you. Thank you for your patience and understanding as we make every
effort we can to protect your interests.
The information contained in this transmission may be attorney/client privileged and confidential. It is intended only for the use of the individual or
entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or
copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by e‐mail or by
telephone collect at 239.325.4070 and delete the original message. Thank you.
Please consider the environment before printing this e‐mail.
16.D.3.a
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From: Francesca Sorensen
Sent: October 22, 2021 10:54 AM
To: 'CollierCountySHIP@colliergov.net' <CollierCountySHIP@colliergov.net>
Cc: Taylor McGinn <tmcginn@lawfirmnaples.com>
Subject: Payoff Request ‐ 1701 Courtyard Way #A‐203, Naples, FL 34112
Good morning,
Please provide a payoff and close for the sale of the below referenced property good through November 19, 2021 for
the following account:
Acct Holders & Last 4 SSN: Kristen Butler (4960)
Property Address: 1701 Courtyard Way #A‐203, Naples, FL 34112
Closing Date: 11/12/2021
Attached is our client’s signed information form. Authorization for our firm to obtain the payoff is on the 2nd and 3rd
pages of the attachment.
Should you have any questions regarding this matter, please do not hesitate to contact me directly at 239‐325‐5589.
Thank you,
Francesca Sorensen
Real Estate Processor
9045 Strada Stell Court, Suite 400
Naples, FL 34109
Office: 239.325.4070
Fax: 239.325.4080
FSorensen@lawfirmnaples.com
www.lawfirmnaples.com
Woods, Weidenmiller, Michetti & Rudnick, LLP (WWMR) does not send nor receive wire instructions via unsecured
email without confirming information via reciprocating telephone calls or direct person to person contact. Under no
circumstances should you send any funds to any party without first calling WWMR at 239‐325‐4070 and verifying the
accuracy of wire instructions provided to you. Thank you for your patience and understanding as we make every
effort we can to protect your interests.
The information contained in this transmission may be attorney/client privileged and confidential. It is intended only for the use of the individual or
entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution or
copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by e‐mail or by
telephone collect at 239.325.4070 and delete the original message. Thank you.
Please consider the environment before printing this e‐mail.
16.D.3.a
Packet Pg. 485 Attachment: Backup Docs Butler (20727 : SHIP Satisfaction of Mortgages)
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Packet Pg. 486 Attachment: Backup Docs Deinys (20727 : SHIP Satisfaction of Mortgages)
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November 1, 2021
Danielle Hull
Rocket Mortgage, LLC
1050 Woodward Ave.
Detroit, MI 48226
(313)373-3675
Re: Payoff Letter: Reidel Serrano
2715 53rd Terr. SW
Naples, FL 34116
File #16-012
Mortgage Type Date Recorded OR Book/Page Amount
Collier County SHIP Second
Mortgage Payoff
6/12/2017 5404/1645 $20,000.00
Total Amount Due $20,000.00
No payment will be required until the property is sold, transferred, refinanced, no longer Homesteaded, or
is no longer the primary residence of the homebuyer. At that time the balance of the loan is due and payable.
No per diem amount required. Please include with payoff an additional $10.00 for the recording fee.
Please pay with credit card at: https://magic.collectorsolutions.com/magic-ui/onetimepayment/cchs
Or
Payment should be made to “Collier County Board of County Commissioners” and delivered to:
Community & Human Services Division
Attn: SHIP Payoff
3339 E. Tamiami Trail, Suite 211
Naples, FL 34112
Sincerely,
Lisa N. Carr
Lisa N. Carr
Senior Grants Coordinator
Community and Human Services
Making Our Community Stronger; One life, One Home, One Project a Time
lisa.carr@colliercountyfl.gov (New Email Address)
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BardalesKarina
From:Hull, Danielle <DanielleHull@rocketmortgage.com>
Sent:Wednesday, October 27, 2021 3:24 PM
To:CarrLisa
Subject:3488766865 Serrano, Reidel, Payoff Request
Attachments:Image.pdf
EXTERNAL EMAIL: This email is from an external source. Confirm this is a trusted sender and use extreme caution when
opening attachments or clicking links.
Hello,
Please see the attached payoff request documents. Please let me know if you have any questions!
Thank you,
Danielle Hull
President’s Club Vendor Specialist
Direct: (313) 373-3675
Fax: (855) 879-2299
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Packet Pg. 507 Attachment: Backup Docs Serrano (20727 : SHIP Satisfaction of Mortgages)
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16.D.3.dPacket Pg. 512Attachment: SHIP SOM (20727 : SHIP Satisfaction of Mortgages)
16.D.3.dPacket Pg. 513Attachment: SHIP SOM (20727 : SHIP Satisfaction of Mortgages)
16.D.3.dPacket Pg. 514Attachment: SHIP SOM (20727 : SHIP Satisfaction of Mortgages)
16.D.3.fPacket Pg. 515Attachment: SAP $63,000 01.11.22 (20727 : SHIP Satisfaction of Mortgages)