Intake sheet 2026

1. Click ‘Get Form’ to open the intake sheet in the editor.
2. Begin by entering the date and time of your appointment. Fill in the staff initials and how you were referred (P/P, F/F, Web, Other).
3. Provide your personal information: Client Name, Date of Birth (DOB), Age, and Marital Status. Ensure accuracy for a smooth process.
4. Complete your address details including City, Zip Code, and County. This information is crucial for documentation purposes.
5. Input your contact information: Phone number and Email Address. This will facilitate communication regarding your application.
6. Fill out demographic details such as Race, Ethnicity (D Hispanic or D Non-Hispanic), and Gender (n Male or D Female).
7. Indicate your Household Annual Income and Household Size to provide context for your financial situation.
8. Answer questions about Disability Status, Home's Purchase Price, Years in Home, Education level, Estimated Value of Home, Total Debt on the Home, and any Liens on Property.
9. Specify if there are any other homeowners on the deed and whether you have already found a lender.
10. Select your preferred mode of counseling (face-to-face or phone) and answer questions regarding federal delinquent debt and outstanding medical bills.
11. Finally, indicate if you have an active power of attorney and state the main reasons for investigating a reverse mortgage.

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