This Checklist is a fast and easy online complaint form for housing counselors to use in documenting and reporting servicing-related problems, violations of the National Mortgage Settlement's servicing standards and fair lending issues to appropriate state and federal agencies.
Benefits of completing the form
Get help resolving problems with servicers by submitting complaints to your state attorney general, the Consumer Financial Protection Bureau (CFPB) and HUD. (See FAQs)
Save time by submitting multiple client cases. Upload client information seamlessly from CMAX and HCO. (See FAQs)
Report violations of the Settlement's servicing standards to the agency overseeing servicers' compliance with the Settlement.
Please click on the appropriate category below to begin the Checklist.
(* = Required)
Using this Checklist
This Checklist is an online complaint form that can be completed in 4 easy steps:
Step 1: Provide information about yourself (counselor), the borrower, and the loan.
Step 2: From the list provided, check off the boxes that describe the problems your client is having with the servicing of the loan.
Step 3: From the list provided, check off the boxes that describe any fair lending issues your client is facing.
Step 4: Send your complaint to your state attorney general, the Consumer Financial Protection Bureau and/or HUD (optional).
Save time! Do you have several clients with servicing-related complaints?
You can submit information related to two or more clients at the same time. Your clients’ information will be transferred from CMAX or HCO.
For instructions on how to submit information related to multiple client cases, you must register or log in. Click on “Submit Multiple Cases” in the top toolbar to Register or Log In.
Note: Submitting multiple cases allows you to review and edit your cases at any time. This option is not available if you submit a single case.