What we need
Your contact information and property address.
Step 1 of 8
Start Your Short Sale Intake
Begin with the best contact information and the property that needs assistance.
What to expect
A guided intake that organizes your property information.
What happens next
Review the process and gather your mortgage papers.
Step 2 of 8
The Process and Typical Timelines
Understand the planning range, your responsibilities, and what the intake can and cannot do.
What we need
Your acknowledgment and prompt cooperation.
What to expect
Several months is common, but every case is different.
What happens next
Enter the borrower and mortgage information.
Step 3 of 8
Identify the Borrowers and Loan
Copy names and loan information exactly as the mortgage statement shows them.
What we need
Exact borrower names, servicer, loan number, and ownership facts.
What to expect
We compare the names with mortgage and title records.
What happens next
Upload lender and foreclosure notices.
Step 4 of 8
Upload Foreclosure and Lender Notices
Help us identify urgent dates and the lender activity that is already in progress.
What we need
Every lender, trustee, court, and foreclosure notice.
What to expect
We confirm reported dates before treating them as deadlines.
What happens next
Describe your hardship and current finances.
Step 5 of 8
Explain Your Hardship and Finances
Describe what changed, when it changed, and your current ability to afford the property.
What we need
The hardship event, start date, income, expenses, and prior assistance.
What to expect
Supporting documents can be required for the financial review.
What happens next
Report ownership, liens, and property facts.
Step 6 of 8
Report Ownership, Liens, and Property Facts
Tell us about title, debt, occupancy, and property conditions before they delay the file.
What we need
All owners, debts, liens, occupancy facts, and major property problems.
What to expect
Title research can reveal additional items that need attention.
What happens next
Upload the documents for your situation.
Step 7 of 8
Upload Your Required Documents
Upload clear, complete documents for your income type and property situation.
What we need
Property, income, financial, and applicable legal documents.
What to expect
The servicer can request different or updated documents.
What happens next
Review and submit the complete intake.
Step 8 of 8
Review and Submit Your Intake
Check every answer, document, and urgent date before you send the intake for review.
What we need
Accurate answers, complete uploads, and your final certification.
What to expect
We review the file and identify missing or urgent items.
What happens next
Receive confirmation and wait for the next required action.