Income and Expense Coach
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NOTE: OUR SET OF LOAN WORKOUT DOCUMENTS ARE FROM THE 2008 REAL ESTATE RECESSION. I AM PROVIDING THEM FREE OF CHARGE AS THEY ARE NOT UP-TO-DATE BUT COULD BE VALUABLE IN GUIDING YOU THROUGH THE PROCESS. DUE TO CALIFORNIA STATE BAR RULES ENACTED TO PROTECT THOSE STRUGGLING FINANCIALLY I CAN NO LONGER ASSIST WITH LOAN MODIFICATIONS. GOOD LUCK TO YOU.
If you pass the preliminary eligibility test in the Loan Workout Coach, begin the loan workout process with the Income and Expense Coach, a 6-page PDF. This document guides you through the all-important job of assembling your financial information in the way required to modify your loan or short sell.