HOMEOWNER INTAKE FORM 2026

1. Click ‘Get Form’ to open the HOMEOWNER INTAKE FORM in the editor.
2. Begin by entering the date at the top of the form. This helps establish a timeline for your application.
3. Fill in your personal details, including Borrower Name, Social Security Number, Date of Birth, and Loan Number. Ensure accuracy as this information is crucial for processing.
4. Provide the Property Address along with City, State, and Zip Code. Indicate if the property is for sale and include relevant details like Listing Date and Price.
5. Complete your contact information including phone numbers and email address. Specify the best time to reach you for any follow-up questions.
6. Continue filling out sections regarding household composition, marital status, and disability status. This information aids in understanding your situation better.
7. For co-borrowers, repeat similar steps as above to ensure all necessary parties are included.
8. In the Counseling Information section, provide details about your mortgage lenders and loan types. Include any refinancing history if applicable.
9. Lastly, complete the Assets and Monthly Income sections accurately to give a comprehensive view of your financial situation.

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