Sample intake form - Home Loan Counseling Center of Sacramento 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin with the 'Client Information' section. Fill in your name, contact details, and social security number. Indicate how you heard about the center and whether you've contacted another agency.
3. Complete the 'Information About Home' section by providing details about your property, including ownership status and address. Include information on co-owners and the year purchased.
4. In the 'Mortgage Information' section, specify details about your first mortgage, including type, interest rate, current balance, and lender information.
5. Fill out the 'Household Financial Info' section with employment details for both applicants and household income. Specify if this is gross or take-home income.
6. Review all sections for accuracy before submitting your completed form through our platform.

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