Property Solution Consultation Form

Primary Property (Property 1) - Mortgage Details
Outstanding Mortgage Balance Including Arrears (Property 1)
Enter the Total Outstanding Mortgage Balance Including Arrears
Bond Arrears ONLY (Property 1)
Enter the total amount in arrears on your mortgage bond.
Bond Account Number (Property 1)
Specify the Account Number for your mortgage bond on this property
Bank (Property 1)
Specify the bank holding your mortgage bond.
Monthly Bond Installment (Property 1)
Input your current monthly mortgage payment amount.
Remaining Bond Term (Number of Months or Years) (Property 1)
Enter the number of months or years remaining until your mortgage is fully repaid.
Primary Property (Property 1) - Municipal Account Details
Total Outstanding Municipal Account (Property 1)
Enter the Total Outstanding Municipal Account Including Arrears
Municipal Arrears ONLY (Property 1)
Enter the total amount in arrears on your municipal account
Municipal Monthly usage (Property 1)
Specify your average monthly usage cost for municipal services.
Monthly Municipal Rates and Taxes (Property 1)
Input the monthly amount for municipal rates and taxes.
Total Outstanding Levies including arrears (Property 1)
Enter the total outstanding levy amount, including any arrears.
Total Arrear Levies (Property 1)
Enter the total outstanding levy amount, including any arrears.
Total Monthly Levy (Property 1)
Specify the regular monthly levy amount.
Total outstanding HOA levies including arrears (Property 1)
Enter the total amount in outstanding for HOA levies with your arrears included
Total HOA Levies Arrears (Property 1)
Enter the total amount in arrears for HOA levies.
Total Monthly HOA Levies (Property 1)
Specify the monthly amount for HOA levies

Page 2

Property Solution Details
Is there currently any reason why you cannot utilize funding from a financial institution?
If you want to keep your property/home how do you foresee doing that if we bring a solution where you have to repurchase the property
Please describe and share the factors or events that led to your decision to utilize your property to address your need for assistance. This information will help us assist you effectively.
Type of Assistance Required Explain what your preferred outcome is?

Maintenance and Owners Cash
Do you have Maintenance Needs (Property Repairs/Upkeep)
Do you require money for property repairs, maintenance, or upkeep?
How much do you estimate you’ll need for maintenance or repairs?
What do you need Maintenance for?
Do you need Owner’s Cash (Personal Funds Released to You)
Do you require a portion of the solution to be paid out to you directly, for personal use (not linked to property costs)?
Specify Total Amount of Owners Cash Required
How much of that personal cash do you need available immediately?
What do you need Owner's Cash for?

Goals and Timeline

Identify your key goals and target dates in a timeline. This helps us understand your priorities and structure the best possible solution.

	Description of Your Goal	Date/Timeline Attached
Goal 1
Goal 2
Goal 3
Goal 4
Goal 5

Please check that you have completed all the required information and click "Submit" below to submit your form.
If your situation if extremely urgent please indicate below if any of the following is applicable
What is the urgency of your situation?
Anything else you would like us to know?
Please include any notes regarding your application
Contact Type
Lifecycle Stage
Lead Status
Should be Empty:

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Danish	Japanese	Spanish
Dutch	Klingon	Swedish
English	Korean	Thai
Estonian	Latvian	Turkish
Finnish	Lithuanian	Ukrainian
French	Malay	Urdu
German	Maltese	Vietnamese
Greek	Norwegian	Welsh
Haitian Creole	Persian

Arabic	Hebrew	Polish
Bulgarian	Hindi	Portuguese
Catalan	Hmong Daw	Romanian
Chinese Simplified	Hungarian	Russian
Chinese Traditional	Indonesian	Slovak
Czech	Italian	Slovenian
Danish	Japanese	Spanish
Dutch	Klingon	Swedish
English	Korean	Thai
Estonian	Latvian	Turkish
Finnish	Lithuanian	Ukrainian
French	Malay	Urdu
German	Maltese	Vietnamese
Greek	Norwegian	Welsh
Haitian Creole	Persian

Arabic	Hebrew	Polish
Bulgarian	Hindi	Portuguese
Catalan	Hmong Daw	Romanian
Chinese Simplified	Hungarian	Russian
Chinese Traditional	Indonesian	Slovak
Czech	Italian	Slovenian
Danish	Japanese	Spanish
Dutch	Klingon	Swedish
English	Korean	Thai
Estonian	Latvian	Turkish
Finnish	Lithuanian	Ukrainian
French	Malay	Urdu
German	Maltese	Vietnamese
Greek	Norwegian	Welsh
Haitian Creole	Persian

Arabic	Hebrew	Polish
Bulgarian	Hindi	Portuguese
Catalan	Hmong Daw	Romanian
Chinese Simplified	Hungarian	Russian
Chinese Traditional	Indonesian	Slovak
Czech	Italian	Slovenian
Danish	Japanese	Spanish
Dutch	Klingon	Swedish
English	Korean	Thai
Estonian	Latvian	Turkish
Finnish	Lithuanian	Ukrainian
French	Malay	Urdu
German	Maltese	Vietnamese
Greek	Norwegian	Welsh
Haitian Creole	Persian

Arabic	Hebrew	Polish
Bulgarian	Hindi	Portuguese
Catalan	Hmong Daw	Romanian
Chinese Simplified	Hungarian	Russian
Chinese Traditional	Indonesian	Slovak
Czech	Italian	Slovenian
Danish	Japanese	Spanish
Dutch	Klingon	Swedish
English	Korean	Thai
Estonian	Latvian	Turkish
Finnish	Lithuanian	Ukrainian
French	Malay	Urdu
German	Maltese	Vietnamese
Greek	Norwegian	Welsh
Haitian Creole	Persian

Property Solution Consultation Form

Primary Property Details (Property 1)

Page 1

Primary Property (Property 1) - Mortgage Details

Primary Property (Property 1) - Municipal Account Details

Page 2

Registered Owner of Property 1: Personal Information

Primary Owner of Property 1: Financial Information

Primary Owner of Property 1: Short-Term Debts

Primary Owner of Property 1: Vehicle Financial Information

Page 3

Primary Owner of Property 1: Financial and Legal Status

Primary Owner of Property 1: Children Information

Primary Owner of Property 1: Insurance Questionnaire

Page 4

Second Owner of Property 1: Personal Information

Second Owner of Property 1: Financial Information

Second Owner's Short-Term Debts

Second Owner of Property 1: Vehicle Financial Information

Page 5

Second Owner of Property 1: Financial and Legal Status

Second Owner of Property 1: Children Information

Second Owner of Property 1: Insurance Questionnaire

Page 6

Second Property Details (Property 2)

Second Property (Property 2) - Mortgage Details

Second Property (Property 2) - Municipal Account Details

If you pay Homeowners Association Levies please complete the below information.

Page 7

Property Solution Details

Maintenance and Owners Cash

Goals and Timeline

Please check that you have completed all the required information and click "Submit" below to submit your form.