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Intake form
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Name
*
Email address
*
Address
Phone number
Property Address
*
County & State
*
Is This Property:
*
Primary Residence
Investment Property
Land
Commercial
Property Type
*
Single Family
Multi-Family
Manufactured
Other
Do you currently hold the title to this Property?
*
Yes
No
in trust/estate
Name of Current Lender?
*
Approximate original loan amount?
*
Approximate current balance (estimate acceptable)
*
Current Monthly Payment ( estimate acceptable)
*
Payment Status Currently:
*
Current
Late
In Default
Unsure
Have you reviewed your county land records?
*
Yes
No
To your knowledge, is there a recorded Deed of Trust or Mortgage?
*
Yes
No
Unsure
Have you recieved foreclosure, substitution of trustee, or a sale notice?
*
if Yes when was the most recent notice issued?
Is the Property Currently:
*
Owner-occupied
Tenant- occupied
Vacant
Not Sure
Are you the person authorized to make decisions regarding this property?
*
Yes
No
Not Sure
Would you be open to transferring the property into a trust as part of the administrative restructure ? ( if appropriate)
*
Yes
Possibly/ Need more information
No
How would you prefer to continue this process?
*
Email
Phone
Secure Online Portal
Consent and Acknowledgement
*
Please select at least one option.
I understand this intake is for adminstrative review only and does not constitute legal advice or initiate lender contact.
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