Our $39.99, downloadable package includes everything you need to submit a complete short sale package to the lender and greatly improve the acceptance rate. We are confident these forms will be an integral part of your short sale transactions. From cultivating the lead, to submitting the offer, to closing the deal, all the pertinent documents are included in this package and are fully editable. 

Documents and Forms Included
(Editable in MS Word)

Professional Lead Letter

Professionally formatted letter designed to develop short sale leads. This should be sent to homeowners that have just received a notice of default, which is recorded on public records.

Initial Contact Form / Forms Checklist

This two-part form is designed to assist in qualifying the residence and homeowner. Notes regarding the property, liens and homeowners financial situation can be recorded in one place. The bottom of the form serves as a checklist to ensure a complete short sale package is submitted.

Authorization to Release Information

This is required by the lender or lien holder for you to act as an intermediary for the homeowner.

Homeowner Acknowledgement

Numerous parties need to come to an agreement for a short sale to work. This form is designed to ensure the homeowner is aware that not all situations qualify for short sales and/or not all lenders will approve them.

Information Required From the Homeowner

This details the responsibilities and information the homeowner is required to provide for short sale consideration. This form saves a considerable amount of time by eliminating indecisive leads early in the process. If they don’t want to provide the information included in the form, they are not serious short sale candidates.

Cover Letter/Checklist

This form provides a summary of the documents being submitted to the lender for approval and can serve as your fax coversheet.

Summary Offer Statement

Complete short sale packages require a summary of the homeowner’s financial hardships that lead to their default. It should also summarize the terms of the offer and provide justification for the offer price.

Hardship Letter Overview

This form is designed to assist the homeowner in writing their financial hardship letter. Lenders require a detailed letter provided by the homeowner to qualify their financial situation for short sale approval. The homeowner needs to demonstrate they no longer can meet their financial obligations.

Documents and Forms Included
(Editable in MS Excel)

Homeowner Financial Statement

This is form lists the homeowners income and expenditures in a balance sheet format.

Repair Estimate

This provides an organized presentation of any needed property repairs. Includes a space for photographs, description of repair and estimated cost.

HUD-1

Why pay $50 for this one form? The HUD-1 is required by the lender to estimate the total amount due to the lender after all costs. The form is completely editable and the columns total automatically.