Housing Counseling Intake Form - Foreclosure Prevention

Housing Counseling Intake Form - Foreclosure Prevention

Facing foreclosure is one of the most stressful situations a homeowner can experience. If you're a housing counseling agency, community development organization, or nonprofit offering foreclosure prevention services, you need a streamlined way to gather critical information from distressed homeowners—quickly, compassionately, and completely.

This Housing Counseling Intake Form template is purpose-built for HUD-certified housing counselors, nonprofit housing agencies, legal aid organizations, and community advocates working to help homeowners avoid foreclosure through loan modifications, repayment plans, and other loss mitigation solutions.

Why housing counselors choose Paperform

Traditional intake processes often involve scattered PDFs, missing documentation, and endless follow-up emails. This template consolidates everything you need—homeowner details, mortgage information, hardship documentation, income verification, and supporting documents—into one professional, easy-to-complete form that works on any device.

With conditional logic, you can show or hide questions based on the homeowner's situation, ensuring they only see fields relevant to their circumstances. Built-in file upload fields let clients submit mortgage statements, hardship letters, pay stubs, and tax returns directly within the form, keeping everything organized in one place.

What this form collects

This comprehensive intake form gathers:

• Homeowner contact information and property details
• Current mortgage details including lender, loan servicer, account number, and payment status
• Financial hardship information with structured hardship explanation
• Income and employment verification to assess affordability
• Monthly household budget to calculate debt-to-income ratios
• Document uploads for mortgage statements, hardship letters, pay stubs, tax returns, and bank statements
• Loss mitigation preferences to understand the homeowner's goals
• Consent and authorization for counseling services

The form is designed to align with HUD housing counseling standards and can help you prepare complete loan modification packages for submission to mortgage servicers.

Streamline your foreclosure prevention workflow

Housing counseling agencies, legal aid clinics, and community organizations use this form to:

• Reduce intake appointment time by collecting information in advance
• Improve loan modification success rates with complete, accurate documentation
• Serve more homeowners by eliminating manual data entry and follow-up
• Maintain compliance with HUD documentation requirements
• Track trends across the homeowners you serve

Once a homeowner submits the form, you can use Stepper (stepper.io) to automatically route cases to the right counselor, send confirmation emails with next steps, log the intake in your case management system, and trigger document review workflows—all without manual handoffs.

Secure, compliant, and compassionate

When homeowners are sharing sensitive financial information during a crisis, trust matters. Paperform is SOC 2 Type II certified and offers secure file uploads, SSL encryption, and data residency controls to protect client information.

The form's professional, branded design helps build confidence at a vulnerable moment, while the clear structure guides homeowners through complex financial questions without overwhelming them.

Designed for housing counseling agencies, legal aid, and nonprofits

This template is ideal for:

• HUD-certified housing counseling agencies conducting foreclosure prevention intake
• Legal aid organizations offering foreclosure defense and loan modification assistance
• Nonprofit community development corporations with housing stabilization programs
• Local government housing departments administering foreclosure prevention funds
• Mortgage assistance programs screening homeowners for emergency aid

Whether you're part of a NeighborWorks network, a state housing finance agency program, or an independent counseling agency, this form adapts to your workflow and branding.

Automate beyond the intake

Connect your form to the tools you already use. Send submissions to your case management system, log new clients in your CRM, update Google Sheets for reporting, or trigger Slack notifications when urgent cases arrive.

With Stepper, you can build complete intake-to-resolution workflows: automatically assign counselors based on location or caseload, schedule follow-up appointments, send document request reminders, and keep homeowners informed throughout the loan modification process.

Get started in minutes

This template includes all the fields, logic, and structure you need to start accepting foreclosure prevention intakes today. Simply customize the questions to match your agency's process, add your branding, and share the form via your website, email, or direct link.

Over 500,000 teams worldwide trust Paperform to handle sensitive client information with professional forms that actually get completed. This template combines the compassion homeowners need with the structure counselors depend on to deliver results.

Stop chasing missing documents and incomplete intake packets. Start helping homeowners faster with a foreclosure prevention intake form that works as hard as you do.