Use the forms to help you prepare for your conversation with your mortgage company or housing counselor.

Financial checklist

Before you call your mortgage company or a housing counselor to discuss potential options, use this form to get organized and gather all the information about your finances and current situation. Preparing this before you call is key—use this form to help you get started.

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Contact log

It's important to keep track of your discussions with your mortgage company or a housing counselor. Use this Contact Log to keep track of who you spoke with, what was discussed, and any follow-up items you will need to provide. Knowing what you have discussed and what you need to do next is an important step when getting help and working to avoid foreclosure.

Download contact log »