Client Name
Attorney Name
Date Representation Ended
Total Hours Spent on Case

1.    Does Florida Legal Services, Inc. (FLS) need to do any follow-up with this client? 

Yes No

2.    Please explain what follow-up is needed, if any:

3.    Please list the name of the servicer or lender.

4.    Please provide any new contact information that you have for the servicer or lender, if any:

Legal Outcomes Section (fill out as applicable to your case)

5.    Was a workout concluded?

Yes No

If yes, complete questions 6 to 10.  If no, please skip to question 11.      

            6.    Was the interest rate reduced?

        Yes No

                        Describe the interest-rate reduction terms:

           7.    Was the loan principal reduced?

        Yes No

                        Describe the principal reduction terms:

              8.    Was there a short sale?

        Yes No

                        Describe the terms of the short sale:

             9.    Was there a deed in lieu?

        Yes No

             10.    Was there another positive outcome not listed here?

        Yes No

                        Describe the terms of the other positive outcome not listed here:

11.    Was a workout prepared, but not accepted by the lender/servicer?

Yes No

            Please explain why the workout was not accepted:

12.    Did you end up representing the client in a foreclosure defense action?  ***

Yes No

            What was the outcome of that foreclosure action?

13.    Was there a different legal outcome not listed above?

Yes No

            Please explain the other outcome:

14.    Specifically explain any other reason the case is being closed (e.g., client withdrew, conflict, unable to reach lender, foreclosure action filed, etc.)

Nature of the original loan:  (before workout)

15.    Pre-workout interest rate:

16.    Was there a penalty for prepayment?

Yes No

            Please explain the prepayment penalty terms:

17.    Type of Loan, please check all that apply:

FHA
VA
RHS
Fixed Rate Mortgage
ARM: Negatively Amortized
ARM: Hybrid (initial fixed rate and floats thereafter)
ARM: Option (borrowers may choose payment option)
ARM: Fixed Period
ARM: Convertible
Buydown Mortgage (Fees paid to lower the rate)
Stated Income Loan (no doc or low doc loan)
Interest-only Loan (option interest-only payment or internet-only with balloon)
Balloon Mortgage
Purchase Money Mortgage
Construction Mortgage
Home Equity Loan
Other - Please describe:

18.    Briefly explain any predatory lending practices used in the origination of the loan:

19.    Will you accept another case?

Yes No Not at this time

Comments: Please let us know if the training materials, webinars, and conference calls are helpful; give us any suggestions to make Saving Homes better:

Thank you for your help with the Florida Attorneys Saving Homes Project!

***_{Representation of the client in foreclosure is NOT normally part of this pro bono project. However, some volunteer attorneys have chosen to continue representing their client in foreclosure.  Florida Legal Services, Inc. provides malpractice insurance for this extended representation.}