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Client Info
Inc & Exp
Hardship
Q+A
Docs / Checklist
File Type
Type name in the box to select File Type(s).
Which services are requested?
Type name in the box to select.
Full Property Address
Address
City
State
County
Zip Code
Subject Property
Occupancy
Property Type
Are taxes escrowed?

Is Insurance escrowed?

What is the home value?      $
Borrower Contact Info
Borrower's first name
Borrower's last name
Borrower Email
Phone Number
 -    -    Ext #  
ALT Phone Number  -    -   Ext #  
Cell Number  -    -  
Fax  -    -  
Marital Status?  Single  Married  Divorced  Widowed
Date Of Birth

(MM/DD/YYYY)
SSN Number
 -    -  
Time Zone
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if you would like to receive
task reminders via SMS
Work Number  -    -   Ext #
International Number
Best time to contact?
Preferred method of contact
Borrower's Mailing Address
Same as Property Address?

Address
City
State
Zip Code
Borrower's Previous Address
Previous Mailing address on the last tax
return filed if different from mailing address

Address
City
State
Zip Code
Is there a Non-Borrower Contributor?

Is there a Co-borrower?
1st Lien Current Mortgage Scenario
Loan Type Terms Rate % Current Unpaid
Principal Balance $
Original Loan Amt $ Loan Number Notice of Acceleration

(MM/DD/YYYY)
    Months Behind (Manual Entry) Last Payment Made Days Behind
   

(MM/DD/YYYY)
Original Lender Current Lender/Servicer Mortgage Type Mortgage Investor/Owner
Monthly P + I Payment $ Monthly Taxes $ Monthly Property
Insurance $
Flood
Insurance $
Priv. Monthly
Mortg. Insurance $
Monthly
H.O.A Fees $
  =  Total Monthly Payment
Past Due
Interest
Out of Pocket
Escrow Adv $
Projected Escrow
Adv during Trial $
Past Due Mtg. Ins $ Past Due H.O.A $
Late Fees
(Not Included) $
2nd Lien Mortgage Scenario
2nd lien
Loan Type
Terms Rate % Current Unpaid
Balance $
Original Loan
Amount $
Payment $ Loan Number
Past Due
Interest
Last Payment Made

(MM/DD/YYYY)
Current Lender/Servicer Months Behind (Manual Entry) Days Behind (Based on last payment date)
Original Lender Mortgage Type Mortgage Investor/Owner
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