About this Checklist

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.

Counselor information:
Borrower information:

Address of property subject to foreclosure

Loan Data:
Loan Checklist
INSTRUCTION: Please click on one or more of the main categories below which best describes your client's problem. Note that when you click on the category the standard or requirements will be displayed in more detail.
Fair Lending Issues

Borrowers who have a disability

Additional Notes or Comments


Once this form is submitted, you will receive an email with a copy of the completed Checklist sent to the email that you provided. If you do not receive the acknowledgment email, please check your spam or junk folder.