Foreclosure Prevention Counseling Intake Form

Protect Your Home with Professional Foreclosure Prevention Counseling

Facing foreclosure can be overwhelming, but you don't have to navigate it alone. This Foreclosure Prevention Counseling Intake Form helps housing counselors, social services agencies, and nonprofit organizations gather the essential information needed to provide effective foreclosure prevention assistance to homeowners in distress.

Designed for Housing Counseling Agencies and Social Services

Whether you're a HUD-certified housing counseling agency, a community development organization, or a government social services department, this template streamlines the intake process for clients seeking foreclosure prevention help. The form collects comprehensive details about the homeowner's mortgage situation, financial hardship, income documentation, and loss mitigation preferences—all the information counselors need to evaluate options and advocate effectively with lenders.

Complete Mortgage and Financial Assessment

The form walks homeowners through documenting their current mortgage status, including loan details, payment history, default notices received, and property information. It captures the full picture of their financial hardship with space to explain circumstances like job loss, medical expenses, divorce, or other challenges that led to missed payments. Income and expense documentation sections help counselors assess affordability and eligibility for various loss mitigation programs.

Loss Mitigation Options and Next Steps

Understanding what options are available is crucial. This template includes a section to discuss potential loss mitigation strategies—from loan modifications and forbearance plans to repayment agreements and refinancing options—helping counselors guide homeowners toward the most appropriate solution for their situation.

Why Paperform for Foreclosure Prevention Intake

Paperform makes it easy to create a professional, compassionate intake experience that homeowners can complete at their own pace. The document-style editor lets you add clear explanations, helpful guidance text, and even resource links throughout the form. Conditional logic can show or hide questions based on responses, making the form feel personalized rather than overwhelming.

Once submitted, Paperform integrates seamlessly with your case management tools through Stepper workflows—automatically creating case files, notifying counselors, scheduling intake appointments, and triggering follow-up sequences. You can also collect supporting documents through secure file uploads and generate confirmation emails with next steps and required documentation lists.

For organizations serving vulnerable populations, Paperform's SOC 2 Type II compliance and secure data handling ensure sensitive financial information is protected. Custom domains and branding options help maintain trust and professionalism throughout the counseling process.

This template is ideal for HUD-certified housing counseling agencies, legal aid organizations, community action agencies, social services departments, and nonprofit foreclosure prevention programs looking to standardize their intake process and help more families keep their homes.