Loan Modification Documents Checklist

You've hit hard times recently. And now, you've finallywhen you apply for a loan.
made up your mind to apply for a loan modification to- A proof of homeowners' insurance (if escrow
help save your home. However, this process can bepayments for homeowner's insurance are not shown
quite complicated, so getting organized is important toon your mortgage statement). Ask your insurance
make sure you are doing things right.agent about it.
When organizing what you need to present to your- Your current financial statement financial worksheet
attorney or lender, think documents. Documents arethat specifies your monthly income and expenses. It
the essential tool that they'll use to assess youralso shows how much you are coming up short each
qualifications, and your chances of getting thatmonth with the current house payment.
approval will depend on how well you present them.- Projected financial statement detailing any
Most of these documents are commonly asked bymodifications to your monthly income and expenses
lenders during the initial stages of negotiation. Use thisand the payment amount you will be able to afford if
list to help you get started.you are approved.
- A Hardship letter. This is a short letter giving a- A copy of letters from credit counselors that
detailed description of the situation you are in and thedemonstrate your commitment to straighten up your
reasons why you can't pay your current loan.finances and the steps you are taking to achieve that
- A copy of your federal income tax returns for thegoal.
past two years- A cover letter or form explaining why you're
- A copy of your W-2 forms for the past two years.submitting all these documents and giving a list of all
- A Copy of your bank statements for the past twothe documents included in the package. Also make
months (The lender is less likely to grant you a loansure the cover letter includes your name and account
modification based on hardship if you have a lot ofnumber.
money in the bank)Also, make sure you have signed all documents that
- A copy of your pay stubs showing your incomerequire signatures before you submit your application.
from your job for the past two months.Your spouse may also be required, assuming his or
- A copy of your most recent mortgage statement.her name is on the original mortgage. You may also
- A copy of your most recent property tax statementwant to include your loan number on copies of all
(if escrow payments for property taxes are not givendocuments in the package.
on your mortgage statement).Remember that you only have one chance to get that
- Valid copies of documents that support your hardshipapproval, so make sure that you follow instructions
claims, such as a pink slip from your work, divorcecarefully and include the specific documents that your
papers, hospital bills, death certificate, etc.lender requires you to submit. This process might not
- Borrower information sheet / Financial Worksheetbe easy, but it will assure you a better chance of
that shows your income and assets. This is also similargetting your loan modification.
to the Uniform Residential Loan Application - 1003