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Mortgage Education Form
Basic Info
Name
(Required)
First
Last
Phone Number
(Required)
Email (Please use a Gmail account for access to Google Drive.)
(Required)
State
(Required)
County
(Required)
Servicer Name
(Required)
Original Lender (if known)
(Required)
Current Status
(Required)
current
behind
default notice
foreclosure filed
sale date scheduled
post-sale
not sure
Urgency
Is there a sale date?
(Required)
Is there a court hearing?
(Required)
Is there a response deadline?
(Required)
Have you received a notice of default, acceleration, foreclosure, or sale?
(Required)
Are you in active loss mitigation?
(Required)
Main Issue
(Required)
Payment dispute
Escrow issue
Forced-place insurance
Loan modification issue
Servicer not responding
Foreclosure notice
Court case
Sale date
Other
Documents To Gather
(Required)
Most recent mortgage statements
Payment history
Escrow analysis
Servicer letters
Loss mitigation letters
Court documents
Notices sent by homeowner
Certified mail receipts
Select All
Please give a short timeline of everything that's happened.
(Required)
