Get Triage Assessment Template

Filling out the Triage Assessment Template is an essential step in the process of obtaining assistance for mortgage-related issues. This guide provides clear, step-by-step instructions to ensure users can effectively complete the form online.

Follow the steps to successfully complete the Triage Assessment Template.

1. Click the ‘Get Form’ button to obtain the form and access it in your online document editor.
2. Begin with the 'Date' field. Enter the current date accurately, as it helps in tracking and processing your request.
3. Fill in the 'Walk-in' or 'Phone call' option to specify how the request is made. This information helps in documentation of the service provided.
4. Provide your name and the name of your partner, if applicable. Ensure the spelling is correct for identification purposes.
5. In the mortgage information section, indicate whether the property is in default. This information is critical for determining next steps.
6. Enter the details of your first mortgage holder, including name, year purchased, and purchase price.
7. Indicate the estimated current value of the property and the current interest rate. These details are necessary for assessing your financial situation.
8. Select the type of loan by checking the appropriate box (e.g., Fixed, Adjustable). Identifying the loan type directs your request to the right resource.
9. Note how many months behind you are on payments. This information impacts your eligibility for assistance.
10. Check if you have spoken with your lender or a housing counselor and if you have received any foreclosure notices.
11. Provide the amount you can contribute towards the past due amount, if any, to assist in developing a repayment plan.
12. After completing all necessary fields, review your information for accuracy before submitting the form online.
13. Once all details are filled, save your changes, then download, print, or share the completed form as required.

Start filling out the Triage Assessment Template online to take the first step towards resolving your mortgage issues.