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  2. Serving Maricopa & Pinal Counties
  3. Call Today: 480-656-8358
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SHORTSALE / LOAN MODIFICATION INTAKE SHEET
*Please round all dollar amounts to the nearest dollar
First Borrower's Information
Second Borrower's Information
For the primary loan, please complete the following
Lender Information
Property Information
Loan Information
If you have a second loan on the property, please complete the following
First Borrower
Second Borrower
Lender Information
Property Information
Loan Information
Additional Questions
Monthly Liabilities
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Monthly Income
Borrower 1
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Borrower 2
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*Net income is income after tax deduction. Gross income is income before tax deduction.
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Please Read Carefully
Following your initial interview, if you agree to hire the Attorney, and the Attorney agrees to represent you, you will both sign an Engagement Agreement or an Agreement for Representation. The Engagement Agreement or the Agreement for Representation will set forth the terms and conditions of representation.
If the Attorney is willing to represent you and you decide not to sign an Engagement Agreement or an Agreement of Representation today, you are strongly urged to schedule a second appointment with the Attorney at the earliest possible time or to immediately consult with other legal counsel to protect your rights.
NOTICE: The State Bar of Arizona requires that there be a clear understanding by both the attorney and the client as to scope of engagement and fees, prior to commencing formal representation. Therefore, please note that this office does not represent you with regard to the matters set forth by you herein in this information sheet or discussed during your consultation unless and until both you and the Attorney execute a written Agreement for Representation.
If the Attorney does not agree to represent you, that includes not representing you with regard to the matter set forth by you on this information sheet as well as any other matters you may discuss with the Attorney during your consultation. If your legal problem(s) involve a potential lawsuit, it is important that you realize a lawsuit must be filed within a certain period of time called a Statute of Limitations. Therefore, the Attorney strongly urges you to immediately consult with another attorney to protect your rights. The Attorney's decision not to represent you should not be taken by you as an expression regarding the merits of your case.
Your signature acknowledges only that you received a copy of this completed information sheet and does not mean you have hired the Attorney.
Your responses are protected by attorney/client privilege and will be held in strict confidence.
Please save and print the PDF to bring with you to your appointment. If you are unable to print it out, then we will we gladly print it out for you to sign when you arrive for your appointment.
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