Forms & Training

Looking for the latest form related to mortgage assistance? Or training resources to help improve workflow? Review this section for important resources to help you work more efficiently with your homeowners.

Forms

Authorization of Non Debtor

Authorization to obtain a credit report and verification of income.

Profit and Loss Statement

This is a sample template to be used as a guide for self-employed homeowners. Depending on your business, you may be asked to provide additional information.

Modification Request Document Checklist

This checklist outlines the forms required to complete a modification request.

CitiMortgage Customer Hardship Assistance Package

This form is used to provide a breakdown of the homeowner's income and expenses.

Request for Mortgage Assistance

This form is used to request assistance for mortgages through the "Making Homes Affordable Program."

Request for Transcript of Tax Return

This form is used to order a transcript or other return information free of charge.

Uniform Homeowner Assistance Form

This form is used to request assistance for temporary or long-term hardships.

Dodd-Frank Certification

This required form is used to verify that the homeowner hasn’t been convicted of a felony relating to a real estate or a mortgage transaction in the past 10 years.

Hardship Affidavit

This form provides an explanation of the homeowner's financial hardship and the reason they cannot or may not be able to make a mortgage payment.

Training

Functionality includes real time messaging between counselors and servicers, status tracking, and secured electronic document storage.

Visit the Hope LoanPort website for additional training resources

CounselorMax improves workflow so that counselors can help make sustainable homeownership a reality for more clients than ever before.

Visit the CounselorMax Website for counselor training resources

Are you a homeowner facing foreclosure?

Click here to find resources and assistance in your area.

Home Affordable Modification Program (HAMP®)

The MHA website provides resources and information to understand the options and solutions available for homeowners struggling to make mortgage payments.

Learn More

Contact Information

The Office of Homeownership Preservation

Phone:
1-866-915-9417,
press option 4

Fax:
1-866-963-0651

Email:
ohp.email@citi.com

Hours of operation:
M-Th 6am–6pm CST
F 6am–3pm CST

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