Universal Intake Form Page 3
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4Universal Intake Form
Page 3
Legal Intake Questions
Original Mortgage Transaction
1.
Do you have the documents from your original settlement or refinancing? _________________
2.
Were you represented by an attorney at your closing? ______________________________
3.
Was there anything unusual about your settlement or your settlement paperwork (e.g., blank pages or spaces)? __________
__________________________________________________________________________________________________________
4.
Is your mortgage loan rate a variable rate or a fixed rate? ________________
Contacts with Lender during Delinquency
5.
At any point after you got behind in your mortgage payments, did you ask the lender to try to come up with a work-out plan or
other plan to change your mortgage or mortgage payments? What was the response?
__________________________________________________________________________________________________________
6.
Did you enter into negotiations with your lender? When did you start (before or after foreclosure)? Are you still negotiating?
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
The Foreclosure Action
7.
What was the last written communication you received from your lender before being served with the Complaint?__________
__________________________________________________________________________________________________________
8.
When did you first receive the complaint? _____________ List all the ways you received a copy of the foreclosure complaint:
__________________________________________________________________________________________________________
__________________________________________________________________________________________________________
9.
Is your complaint just in rem? Or does it also say in personam? (Look at the top right of the first page)__________________
10.
If you believe any statements in the complaint are incorrect (example: loan terms; interest rate; date of default), list them here?
__________________________________________________________________________________________________________
11.
Have you filed a response to the Complaint with the Court? ___________________________________________________
12.
Are you aware of any defenses to this foreclosure? _________ What? ___________________________________________
13.
Are you considering filing for bankruptcy?__________________________________________________________________
Do other mortgages or liens exist on this property? (Example – home equity loan/ tax lien/ judgment from lawsuits.)
14.
__________________________________________________________________________________________________________
15.
Is the party suing you different than your original mortgage company?____________________________________________
Please provide the person receiving this form with the following documents:
Mortgage
Note
Any Assignments
Notice of Intent to Foreclose
Foreclosure Complaint
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