"Let's Work it Out" Packet Form

Please fill in as much information as possible

Home Owner Information
Owner's Name:
Address
City | State | Zip  |  | 
Subdivision
Work Phone
Home Phone
Cell Phone
Email Address
How did you find out about our web site?

From a friend/Colleague
 From a newspaper/magazine ad
 Searching on the web

Let's Talk About the Numbers
What Caused you to stop making mortgage payments? (explain)
Is the hardship behind you now?

 Yes    No

Explain:

If Yes, do you have documentation of the hardship?  Yes    No
Are you currently in Bankruptcy?

 Yes    No

Chapter 7

Chapter 13

When Filed:

Is there a discharge or dismissal coming up?
Other judgments or liens?
Mortgage Information
How much do you owe on your house?

First Mortgage
Balance of first mortgage
Who is it with?
Monthly Payments
Does this include Taxes?  Yes    No
Does this include Insurance?  Yes    No
Second Mortgages or leans
Amount of second mortgage
Who is it with?
Monthly Payments
The total monthly payment is
Homeowners Association Dues, if any: Specify per year
Are House Payments Current?  Yes    No
If not, how far behind?
Is your house in Foreclosure?  Yes    No
If so, enter date of Trustees Sale
Is the house attached to a bankruptcy?  Yes    No
Will you sell your house for what you owe on it? Yes   No
Property Information
How many bedrooms?
How many bathrooms?
Does your house have a garage or carport?  Garage    Carport
How many cars?
Type of Construction:  Brick    Block
 Wood Frame    Stucco Finish
Do you have central heat/air?  Yes    No
How many units?
Sub Flooring

Concrete Slab Wood Floor w/Crawlspace
Basement

Does your house need repairs?  Yes    No
If so, what kind?
When was the house built?
How long have you owned your house?
What did you pay for the house?
What did you put down on the home? (% or amount)
At what subdivision or crossroads is your home?
Is the Home Listed for Sale?  Yes    No
Employment Information

Is everyone on the mortgage currently employed?

please add any comments about work situation

 Yes    No

Comments:

Total take home pay for household each month?

Him: Her:

Other:

How much do you currently have in...

Checking:

Savings:

Any other liquid cash available?  Yes    No
Anyone that you could borrow from if needed?  Yes    No
Lets pretend you are current on your mortgage and all the back payments are gone, would you be able to pay the mortgage and all other expenses including other bills and still have a little money left over every month?

 Yes

 No

Don't Know

Any other question or comment?


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