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  • H4H Workout Package Form

    Here is the new H4H Workout Package Form.  Print and Fill out and then when you have 2 hours to do the workout give us a call - to link you in and oversee the call.

    Hope 4 Homeowners: Workout Plan Form

    Date of Summary:
    Referral Received Date:
    Priority Type:
    1st Mortgage/Servicer:
    1st Mortgage Type (current rate):
    Has interest reset on ARM loan?:
    1st Mortgage loan #:
    1st Mortgage monthly payment (PITI):
    1st Mortgage Loan Status:
    2nd Mortgage/Servicer:
    2nd Mortgage type:
    2nd Mortgage loan #:
    2nd Mortgage monthly payment:
    2nd Mortgage loan status:
    Property for sale?:
    List Price of Home:
    Realty Company Name:
    Has notice of Foreclosure sale been received?:
    Borrower Name:
    Address:
    City/State/Zip:
    Phone:
    Secondary Contact Number:
    Email Address:
    Primary Default Reason Type:
    Secondary Default Reason Type:
    Monthly Net Income:
    Household Income:
    Income Category Type:
    Number of adults contributing to household income:
    Owner Occupied: Y
    # of People in House:
    Household Type:
    Bankruptcy?:
    bankruptcy Attorney:
    Credit Score:
    Intake Score Type:

    Result Type

    HUD Outcome:
    HUD Termination Reason:
    HUD Termination date:
    Have you worked with your mortgage company to develop a solution:
    Have you worked with another counseling agency for help with your mortgage?:
    Presenting issues/Main reason(s) for default:
    Recommended action items:
    Follow up notes after initial counseling:
    Agency:
    Agency Tracking Id:
    Privacy consent agree to?:
    Summary report sent by alternate method:
    Summary report sent by alternate method date:
    Budget
    Income Primary Income
    Secondary Income
    Pension Income
    Alimony/Child Support Income
    Social Security Benefits
    Other Benefits (food stamps, welfare, etc.)
    Other Income
    Subtotal:
    Dependants Child Care/Babysitter
    Child Support Payments
    Other
    Subtotal:
    Housing Mortgage
    2nd Mortgage/HELOC
    Property Taxes/Homeowner’s Insurance
    Rent
    Association Fees
    Other
    Subtotal:
    Utilities Electric
    Water
    Gas/Oil
    Telephone
    Cable
    Internet
    Cell Phone
    Other
    Subtotal:
    Transportation Car Payment (loan/lease)
    Car Maintenance
    Gasoline
    Car Insurance
    Public Transportation/Tolls
    Other
    Subtotal:
    Necessities Groceries
    Medical/Life Insurance
    Household Supplies
    Laundry/Dry Cleaning
    Health/Hair/Personal Care
    Other
    Subtotal:
    Education Tuition
    School Lunches
    Other
    Subtotal:
    Medical Medical/Dental Bills
    Prescriptions/Co-Payments
    Other
    Subtotal:
    Misc/Entertainment Eating Out
    Contributions/Church/Charities
    Crafts/Sports/Hobbies
    Holidays/Birthdays/Weddings
    Memberships/Subscriptions
    Pet/Veterinary
    Other
    Subtotal:
    Monthly Debt Payments Credit Card Payments
    Student Loans
    Secured Debt
    Other
    Income Total:
    Expense Total:
    Total Surplus or Deficit:

    One Response

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