Loan Modification Process Checklist
Authorization to Release Mortgage Information documents for each mortgage company. A hardship letter explaining your financial situation and what caused this problem. We will help you with this to ensure it has the required information) Copy of deed of trust from each mortgage loan Last two bank statements (checking and savings, all pages) Last two paycheck stubs Two most recent state and federal tax returns including all schedules Most recent statements for 401K, retirement and investment accounts Filled out financial statement worksheet Copy of Notice of Default or Pre-foreclosure letter, if any Copy of driver’s license If property is rented, copy of lease or rental agreement 1st Mortgage Holder ________________________________________Amount______________ Address _____________________________________________________________________ Loan Number ___________________________________________ Phone _______________ 2nd Mortgage Holder ________________________________________Amount_____________ Address _____________________________________________________________________ Loan Number____________________________________________ Phone _______________ 3rd Mortgage Holder _______________________________________ Amount_____________ Address _____________________________________________________________________ Loan Number____________________________________________ Phone _______________ 1st Lien/Judgment _________________________________________Amount______________ Address _____________________________________________________________________ Case Number____________________________________________ Phone _______________ 2nd Lien/Judgment_________________________________________Amount______________ Address _____________________________________________________________________ Case Number____________________________________________ Phone _______________ Unpaid back taxes: Year _____________ Amount ________________________ Year _____________ Amount ________________________ Judgments 1. ________________________________________________________________ 2. ________________________________________________________________ 3. ________________________________________________________________ 4. ________________________________________________________________ Owner(s) Initials _____ ______