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Initial Client Guide: Loan Modifications and Loan Workout Agreements

As our client for loan modification and loan workouts, we require certain due diligence documents so we can do our job to help you achieve your goals.

“Great customer service backed by solid talent is a combination sometimes tough to find. If you want a solution to your situation from someone who cares and will act promptly to resolve your issues, Andy truly is your guy.”

- Stephen B.

Below this summary is a DOCUMENT CHECKLIST of items we need as well as MANDATORY BORROWER INFO WORKSHEET that help us organize your case and prepare for underwriting the loan modification or workout documentation. You will also find a link to submit these documents securely through our website.

Document Checklist

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Mandatory Borrower Info Worksheet

Download PDF

Here is a sample hardship letter for submission of your documents to us

Sample Hardship Letter

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