Follow the steps to successfully complete the intake form.

1. Click ‘Get Form’ button to access the form and open it in your preferred online platform.
2. Begin by entering the date at the top of the form. This helps record when you completed the intake process.
3. Fill in your name in the 'Borrower Name' field, along with your social security number (SS#) and date of birth (DOB) in the appropriate sections.
4. Include your loan number, property address, city, state, and zip code accurately to ensure your information is correctly matched with your property.
5. Indicate the number of people in your household and whether the property is for sale, including listing date and price if applicable.
6. Provide information for any realtors involved, including their name and phone number.
7. Specify if you occupy the property and, if necessary, provide a different mailing address.
8. Enter the appropriate phone numbers for home, cell, and work and indicate the best number and time to reach you.
9. Complete your email address and specify how long you have owned the home.
10. Select your gender and marital status from the given options.
11. Indicate if you consider yourself disabled and whether you are the head of the household. Please provide your race in the designated field.
12. If applicable, fill in the details of a co-borrower, including their name, social security number, date of birth, and contact information.
13. Provide your first and second mortgage lender information, as well as details on your loans, rates, and whether or not you have refinanced.
14. Indicate your primary reason for loan default and whether the loan is in bankruptcy, including any necessary court and attorney information.
15. Outline your assets and debts, providing both the owed amounts and values for each category, including homes and automobiles.
16. List your monthly income sources, including employer names, positions, start dates, and net monthly wages for each.
17. Complete the section on how you heard about the resources offered.
18. Once all sections are filled out, review your entries for accuracy. You can save your changes, download, print, or share the form as needed.

Start filling out your documents online now to ensure a smooth process.