• Short Sale Secure Questionnaire

    Monica Karcz | Redfin Premier | 813-728-1400 | monica@monicasellsfl.com

  • Before you begin: This form cannot be saved partway through, so please have your mortgage statements and legal notices nearby and finish it in one sitting. Your answers are encrypted before they leave your device.

  • Do not enter full Social Security numbers or bank account numbers on this form. Enter ONLY the last four digits of Social Security numbers. Please do enter your full mortgage loan number in section 3. Do not send Social Security numbers or financial records by ordinary email or text. Your agent, attorney, or lender will arrange a secure way to receive documents.

  • 1. Seller and borrower information

    Complete all applicable items. Write N/A or Unknown where appropriate. Use the additional information box at the end of this form for more owners, borrowers, or loans.
  • Are there additional owners or borrowers?
  • Are all owners willing and available to sign sale documents?
  • Is an owner deceased, unavailable, or unable to sign?

  • 2. Property and ownership information

  • Use
  • Occupancy
  • Any rental, eviction, or possession disputes?
  • Are electricity and water currently on?

  • 3. Mortgage and secured loan information

    Complete for each mortgage, second mortgage, or HELOC, and include the full loan number. Use the additional information box at the end of this form for additional loans.
  • Loan details
    Rows

  • 4. Assistance history, liens, and urgent deadlines

  • Received default, acceleration, or foreclosure notices?

  • Promptly identify urgent deadlines and keep all legal notices. A short sale request does not itself stop a foreclosure or extend a court deadline.

  • 5. Association information and financial hardship

  • Is buyer approval required?
  • Reason(s) for hardship
  • Hardship start date
     - -
  • Temporary / permanent / uncertain
  • Can you currently make the full mortgage payment?

  • 6. Monthly household financial statement

    Use current monthly amounts. Avoid duplicate income and expenses. Identify other contributing household members in the additional information box at the end of this form.
  • Monthly income ($)
    Rows

  • Alimony, child support, or separate maintenance income need not be disclosed unless you want it considered. Do not add gross and take-home wages together as separate income.

  • Monthly expenses ($)
    Rows

  • 7. Assets, debts, sale plans, and contacts

    Use approximate current balances. Do not include full account numbers.
  • Assets: value / balance ($)
    Rows

  • 8. Documents, acknowledgment, and additional information

    Gather applicable items. The lender or attorney will confirm exact requirements and date ranges.
  • Documents you have or can gather

  • Provide identification and any lender-required full SSN only through an approved secure process.

  • Seller acknowledgment
    I certify that the information provided is accurate and complete to the best of my knowledge. I will promptly report changes in finances, loan status, legal notices, or deadlines.

    This form is preliminary intake, not a lender application, authorization to obtain records, or guarantee of approval. Separate authorization may be required for lender communications. A short sale request does not itself stop foreclosure or extend court deadlines. Review approval terms, remaining debt, and potential tax consequences with legal and tax professionals before closing.

  • Date*
     - -
  • Date (second seller)
     - -
  • Should be Empty: