Home Advocate Services
Client Portal

Documents & Forms

Everything you need to get started or move your case forward. Download forms directly or call us and we'll walk you through completing them.

Getting Started Is Easy

The forms below help us understand your situation quickly so we can get to work on your behalf. Download any available form directly, or call us at (949) 365-4411 and we'll send it to you right away.

These documents are provided for informational purposes. Please contact your advocate before submitting any forms directly to your lender. Call (949) 365-4411 to request any form.

Getting Started

Client Intake Form

Complete this form before your first consultation so we can review your situation in advance.

Authorization to Release Information

Allows Home Advocate Services to communicate with your lender on your behalf.

Financial Documents

Monthly Budget Worksheet

A worksheet to help you document your monthly income and expenses for lender review.

Hardship Letter Template

A template to help you write a compelling hardship letter explaining your financial situation to your lender.

Loan Modification

Loan Modification Document Checklist

A complete list of documents your lender will typically require for a modification review.

RMA (Request for Mortgage Assistance) Guide

Step-by-step instructions for completing the standard RMA form used by most major lenders.

Need Help With Your Documents?

Our team can walk you through every form and make sure everything is completed correctly before submission.

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