First-time Homebuyer Intake Form

Please note: this form contains conditional fields – as you answer questions, additional questions will appear on the page, depending on the answers you provide.

If you need assistance or have questions, please contact us at 978-342-9561 or info@nvcomm.org.

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Comments

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Homebuyer Intake

A non-refundable payment is required for homebuyer education course registration

Please review list of upcoming classes (opens in a new tab) to select class session

Class Session Registering for (Required)

Participant One

Name (Required)

First Middle Initial Last

Street Address (Required)

City (Required)

State (Required)

ZIP Code (Required)

All correspondence will be sent to the primary email and/or primary phone number.

Primary Email (Required)

Date of Birth (mm/dd/yyyy) (Required)

Primary Contact Phone Number (Required)

Day or Evening (Required)

Daytime

Evening

Either

Authorize text messaging? (Required)

Yes

Gender (Required)

Female

Male

Other/Non-Confirming

Veteran (Required)

Yes

Disabled (Required)

Yes

Head of Household (Required)

Yes

Were you born outside the United States? (Required)

Yes

Race (Required)

American Indian or Alaskan Native

Asian

Asian & White

Black/African American

Black/African American & White

Multi-Racial

Native Hawaiian/Other Pacific Islander

White

Ethnicity (Required)

Hispanic

Non-Hispanic

Education (Required)

Below H. S. diploma

H.S. diploma or G.E.D.

2 Yr College

Bachelor’s Degree

Graduate Degree

Saw your credit report in the last year?

Yes

Do you know your credit score?

Yes

Score

First Generation Homebuyer? (Required)

Yes

Add another participant

Participant Two

Name (Required)

First Middle Initial Last

Street Address (Required)

City (Required)

State (Required)

ZIP Code (Required)

Email (Required)

Date of Birth (mm/dd/yyyy) (Required)

Phone Number (Required)

Gender (Required)

Female

Male

Other/Non-Confirming

Veteran (Required)

Yes

Disabled (Required)

Yes

Head of Household (Required)

Yes

Were you born outside the United States? (Required)

Yes

Race (Required)

American Indian or Alaskan Native

Asian

Asian & White

Black/African American

Black/African American & White

Multi-Racial

Native Hawaiian/Other Pacific Islander

White

Ethnicity (Required)

Hispanic

Non-Hispanic

Education (Required)

Below H. S. diploma

H.S. diploma or G.E.D.

2 Yr College

Bachelor’s Degree

Graduate Degree

Saw your credit report in the last year?

Yes

Do you know your credit score?

Yes

Score

First Generation Homebuyer? (Required)

Yes

Household Information

Household Size

Number of adults (Required)

Number of children under 6 (Required)

Number of children between 6 & 18 (Required)

Household Type (Required)

Single Adult

Married without children

Married with children

Female-Headed Single Parent

Male-Headed Single Parent

Two or more unrelated adults

Annual Household Income (Required)

Current Residence Type (Required)

What type of residence do you currently live in?

Single Family

Two Family Unit

Three Family Unit

Condo/Townhouse

Mobile Home

Four or more Family Unit

Home Purchase Plans

Residence Type (Required)

What type are you planning to buy?

Single Family

Two Family Unit

Three Family Unit

Condo/Townhouse

Mobile Home

Four or more Family Unit

Referral Source: (Required)

Lender

Realtor

State Agency

Media

Another Client

Walk-In

NeighborWorks America

Word of Mouth

Other

Please describe

Where are you in the home buying process? (please select all that apply)

Plan to purchase within 1 year

Plan to purchase within 2 years

Plan to purchase within 3-5 years

Actively looking to buy a house now

Are you working with a real-estate agent? (Required)

Yes

If so, with whom?

Are you approved with a lender? (Required)

Yes

If so, with whom?

Type of loan (Required)

If other, please describe

Have you made an offer or signed a P&S agreement? (Required)

Yes

Property Address (Required)

Do you have a closing date? (Required)

Yes

Closing date

Property Type (Required)

Single Family

Two Family Unit

Three Family Unit

Condo/Townhouse

Mobile Home

Four or more Family Unit

Is this a short sale property? (Required)

Yes

Is this a bank owned property? (Required)

Yes

Did you have a home inspection? (Required)

Yes

Loan Type (Required)

Please describe

Term (Years)

Interest Rate (%)

Purchase Price

Additional Information

Is it okay to use your comments or photo in print or on our website?

Yes

May we use your name?

Yes

Would you like to schedule an individual appointment with the Housing Counselor to review my/our credit report, budget, etc. and to further discuss my/our options?

Yes

Signature

THANK YOU FOR COMPLETING THIS FORM

I/We authorize NewVue Communities to:

I/We understand that a photocopy of this authorization is as valid as the original.
Text messaging will primarily be used for class participation confirmation and appointment reminders.
I/We give permission for HUD, NeighborWorks America and DOB program administrators and/or their agents to follow-up with me/us within the next three years for the purpose of program evaluation. This may include, but not limited to retrieving and reviewing client credit information and records, including credit reports, and to conduct follow-up interviews/communications with clients for program evaluation purposes.

Conflict of Interest / Disclosure

NewVue Communities does not receive any fee for service from any financial institutions to which we may refer you.
NewVue Communities does receive charitable contributions from some financial institutions. For a complete list of donors please visit our website at www.newvuecommunities.org.

Housing Services Offered

NewVue Communities (HCA) is a private nonprofit housing counseling agency that provides the following HUD Housing Counseling Services:

One-on-one financial management/budget counseling, home improvement and rehabilitation counseling (post purchase counseling), mortgage delinquency and default resolution counseling, pre-purchase counseling and rental housing counseling.

Workshops include pre-purchase homebuyer education workshops.

Financial Management/Budget Counseling (Financial Coaching)

HCA Counselors assist homeowners by providing one-on-one coaching services for individuals specific to budget and credit usage to maintain and sustain their housing-related goals. Topics of discussion include but are not limited to: budget considerations, credit use, examination of secured and unsecured debt.

Home Improvement and Rehabilitation Counseling (Post Purchase Counseling)

HCA Counselors work with clients who are existing homeowners in working towards home improvement and maintaining sustainability. Topics of discussion include but are limited to: budgetary considerations since purchase of the home (including adjustments for unanticipated expenses), home maintenance and repairs, home safety (lead paint abatement) and emergency preparedness, review of refinance and default prevention strategies, as well as, emphasizing importance of maintaining on-time housing related expenses.

Mortgage Delinquency and Default Resolution Counseling (Mortgage Assistance)

HCA Counselors assist homeowners by providing one-on-one counseling services for homeowners at risk of foreclosure. HCA helps clients by evaluating their options to avoid foreclosure and directly advocating on behalf of their clients to help the clients resolve their mortgage default and achieve their housing-related goals. Topics of discussion include but are not limited to: crisis budgeting, review of unsecured and secured debt, retention and non-retention options.

Pre-purchase Counseling

HCA Counselors work with potential homeowners in working towards their goal of obtaining affordable and sustainable housing through homeownership. Topics of discussion include but are not limited to: financial readiness targeting affordability and sustainability (budget and adjustments), education as to housing and loan types, homeownership costs (upfront and ongoing), fair housing, down payment assistance, the loan and closing processes, home inspections and protecting the home investment.

Rental Housing Counseling

HCA Counselors work with clients who are seeking rental housing or existing renters facing potential delinquency or eviction.

Topics of discussion for clients seeking rental housing include but are limited to: financial readiness targeting affordability and sustainability (budget and adjustments), advantages and disadvantage of renting, rental insurance, discussion and dissemination of Fair Housing Equal Opportunity for All and Protect Your Family from Lead in Your Home, identifying upfront costs, what’s included in the lease, tenant rights and responsibilities, importance of maintaining rental property and potential tenant- based rental assistance programs.

Topics of discussion for clients who are existing renters facing potential delinquency or eviction include but are limited to: financial assessment (budget and adjustments), crisis budgeting, eviction process, post-eviction responsibilities, possible eviction costs, transition strategies and provision of resources and referrals (as appropriate).

Pre-purchase Homebuyer Education Workshops

HCA staff provide group education for potential homebuyers regarding the homebuying journey. Topics include in-depth education regarding but not limited to: financial readiness targeting affordability and sustainability (importance of budgeting and projecting an affordable and sustainable housing payment), education as to housing and loan types, locating suitable, predatory lending, homeownership costs (upfront and ongoing), fair housing, down payment assistance, the loan and closing processes, home inspections and protecting the home investment.

Relationships with Industry Partners:

NewVue Communities receives funds through the United States Department of Housing and Urban Development (HUD), NeighborWorks America and Division of Banks (DOB) and as such, is required to share some of my/our personal information with program administrators or their agents for purposes of program monitoring, compliance and evaluation.

No Client Obligation

The client is under no obligation to receive, purchase, or use any product or service offered by this agency or any services of its industry partners or other party in exchange for receiving your HUD housing counseling services.

Alternatives:

As a condition of our services, and in alignment with meeting our counseling goals, and in compliance with HUD’s Housing Counseling Program requirements, we may provide information on alternative services, programs, and products available to you, if applicable, and known by our staff.

Receipt of Documentation

I have received and reviewed copies of the following documents and forms: Client/Counselor Agreement; Disclosure; Privacy Policy; Third Party Authorization; For Your Protection, Get a Home Inspection; 10 Questions to Ask your Home Inspector; Fair Housing Equal Opportunity for All.

Participant One

Signature - second (Required)

I agree to the above.

Name (Required)

Date (Required)

Participant Two

Signature - participant two (Required)

I agree to the above.

Name (Required)

Date (Required)

Our Programs

Help With a Home

Small Business

Community Organizing

First-time Homebuyer Intake Form

Homebuyer Intake

Participant One

Participant Two

Household Information

Home Purchase Plans

Additional Information

Signature