Short Sale Intake

Take your time. Share what you know and skip what you don't. Every answer helps us understand your situation before we talk. Fields marked are required.

Before you begin

No upfront fees. We never ask you to pay anything to get started.
A short sale requires your lender's approval, and results are not guaranteed.
We are not attorneys and do not give legal or tax advice. Please consult a Texas attorney, a CPA, or a HUD-approved housing counselor (free) about your situation.
Submitting this form does not create an agency relationship or obligate you in any way.

Please do not include Social Security numbers, bank account numbers, or card numbers. We will never ask for them on this form.

Don't fill this out:

1. Contact Full name Phone Email Best time to reach you

Preferred contact method Phone call Text Email

2. Property Street address

City ZIP

Property type Occupancy Approximate value, if known

Is there an HOA? Yes No Not sure

HOA dues amount (if yes)

3. Loan(s)

Estimates are fine. A recent mortgage statement can help, but please don't send account numbers.

First mortgage lender / servicer

Approximate balance Monthly payment

Months behind

Second mortgage / HELOC lender (if any) Second mortgage / HELOC balance

Other liens you know of Tax lien Judgment HOA lien Not sure

Lien details (optional)

4. Your situation

Have you received a notice of default or a foreclosure notice? Yes No Not sure

Scheduled foreclosure sale date, if any

If a sale date is close, please also call us and consider contacting a Texas attorney right away.

Are you working with an attorney or HUD-approved counselor? Attorney HUD counselor Neither

Main reason for hardship In your own words (optional) Desired timeline

5. Anything else Anything else you'd like us to know? How did you hear about us?

6. Consent

Privacy: We use your information only to respond to your inquiry and evaluate your options. We do not sell your information. We may share it with your lender or servicer only with your permission as part of a short sale.