Below is a list of documents which are required by lenders when preparing your loan modification packet for submission;


  • A Lender specific application form
  • 2 most recent pay stubs for each borrower
  • 2 most recent bank statements
  • Other income verification such as unemployment (unemployment stub and award letter), Social Security (social security     stubs and award letter), Pension (award letter), child support, rental income (rental agreement Disability and if other     income need explanation and verification)
  • Property tax statement and home insurance if borrower does not have an escrow account
  • W-2 (last 2 years) and 1040 tax return forms (first 7 pages)
  • 4506-T form
  • If borrower filed bankruptcy an authorization form from bankruptcy attorney and bankruptcy discharge is needed

  • If Self Employed add:


  • 3 most recent business bank statements
  • A profit and loss statement for 12 months period time
  • 1040 tax returns (last 2 years - all pages)
  • 1099 tax return form (last two years)

  • Financial Hardship Explanation


    It is necessary for you to explain the reason, in details, of your financial hardship in the form of a hardship letter. There must be a written statement explaining why your mortgage is either in default or is going into default. This is required by all mortgage lenders in order for you to qualify for any type of a loan modification or other foreclosure prevention option. Without a valid hardship, expect that you will not be considered for a loan modification plan.


    Acceptable hardship situations:


  • following divorce/separation
  • death in the family
  • illness/medical bills, military service
  • loss of job/income
  • increase in property tax
  • increase in adjustable interest rate
  • unavoidable home repairs
  • home value depreciation
  • short-term/permanent disability

  • Financial Worksheet


    The lender will examine both your income and amount of debt to determine whether or not you will be able to meet any new monthly loan payments now as well as in the future.



    2011 US Consumer Protection Group | Home Retention Solutions | Keep your Home | Leave your Home | Unemployed?