Intake | American Charta

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First name

Last name

Email

Phone

Asset Overview

Asset type

Property State / Jurisdiction

(City / County / State)

Real Estate Paper Status

Current Status

Date of last payment

Month

Day

Year

Approximate Unpaid Balance

Amount of Down Payment

Amount of Monthly Payment

Start Date

Term

Interest Rate

Tax & Title Condition

Property Taxes Current

Yes

No

Unknown

Tax Sale Status

Foreclosure Status

Potential Overage / Surplus Funds

Yes

No

Unknown

Ownership & Structure

Ownership Context

Probate involvement

Yes

No

Unknown

File Condition

Do You Have Access to Supporting Documents?

Note / Contract

Payment History

Title / Deed

None

Optional document upload

Brief Description of the Situation

What has changed? What is currently unresolved?

Contact Preference

Preferred Method of Contact

Email

Phone