Your Name:

Property Address:

Phone: (Please indicate Cell, Home or Work phone)

E-mail:

Is your property on the market?  Is it listed with an agent?  

Yes

No

Number of bedrooms, bathrooms, size? (ex: 3br / 2ba / 1,500 sf)

Do you have a built-in pool and/or spa in backyard?   

Built-In Pool Only

Built-In Spa Only

Built-In Pool & Spa

No Pool or Spa

When was the property purchased? (ex: November 10, 2006)

Original purchase price? (ex: 250,000)

Who is on title? Please list ALL parties. (ex: John & Sue Doe, Bob Doe)

Who is on the mortgage?  Please list ALL parties. (ex: John & Sue Doe)

What kind of mortgage do you have?  (ex: Conventional, VA, FHA, etc.)

Who is the lender(s)?  List ALL lenders.  (ex: 1st - Bank of America, 2nd - Ocwen Loan Servicing, 3rd - Key Bank)

Are your loans purchase money loans or refinance loans?

All purchase money loans - The original loans that you used to buy your house.

Some purchase money loans and some refinance loans.

Refinance loans - Loans that your refinanced into to get cash out or get a better rate (not the original loans you used to purchase the property).

Are you living in the property?  If not, where are you living and is the property being maintained? (ex: Property is vacant.  We live with our parents now.)

What is the condition of the property?  What repairs are needed? (ex: Needs paint and new carpets.)

If you are relocating, when do you have to move?  (If not applicable, enter N/A)

Approximately how much do you owe? (ex: 1st - $200k, 2nd - $75k, 3rd - $25k)

Please provide condo/HOA contact information?  (Name of HOA, address and phone number.  If not applicable, enter N/A)

Do you owe back monthly HOA dues or are there any HOA liens on your property? (Answer yes or no.  If yes, describe lien and approximate amount owed.)

Do you owe back property taxes or are there any other liens on your property? (Answer yes or no.  If yes, describe lien and approximate amount owned.)

Have you considered or are you considering declaring bankruptcy?  (ex: Yes, I'm considering; Yes, I'm currently in bankruptcy; or No, I haven't considered.)

Are you current on all your mortgage payments and will you be able to remain current?  

If you are NOT current, when did you make your last mortgage payment? (ex: 1st - current, 2nd - made last mortgage payment 7/1/2009, 3rd - made last mortgage payment 6/1/2009)  If not applicable, enter N/A.

If you are NOT current on your mortgage(s), have you received a "notice of default" (usually sent after you're beyond 90 days late) or "notice of trustee sale" letter (usually sent 60 days after the notice of default letter)?  (If you don't know, then enter "I don't know" or if not applicable write N/A.) 

What situation (hardship) caused you to miss or will cause you to miss your payments, or (if no payments have been missed) why do you need to sell?

What are your current monthly mortgage payments including taxes and insurance (for all properties, including primary and secondary/income properties)?

What is your gross household monthly income (all income including salary, self employment, rent, etc.)?

What are your estimated monthly expenses besides your mortgage payment? (ex: Credit Card Min Payments, Car Loans, School Loans = $1,200/mo)  

Do you hold any kind of security clearance?  Are you employed by government agency or company that requires you to have security clearance to do your job?  (ex: Yes - FBI, CIA, Navy Seal, Boeing Engineer, etc.)