Foreclosure Defense Pre-Foreclosure

Propose a Payment Plan Before They Foreclose (Sample Letter)

Can't reinstate all at once? You don't have to. Servicers must consider reasonable workout proposals—forbearance, repayment plans, or modifications. Here's how to make a proposal they can't ignore.

3 options
Workout Types
30 days
Required Response
Writing
Critical to Document
RESPA
Protects Your Rights

What is a Workout Proposal?

A "workout" is any arrangement with your servicer to resolve your delinquency without full immediate reinstatement. It's a negotiated solution that acknowledges you can't pay everything now but demonstrates your ability and willingness to catch up over time.

Servicers are required to evaluate loss mitigation options before foreclosure. Under both federal RESPA (12 CFR 1024.41) and California HBOR, they must consider your proposal and respond within specific timeframes.

Why Propose in Writing?

Phone calls are easily "lost" or misremembered. A written proposal creates a paper trail. If they ignore it or foreclose anyway, you have evidence of their failure to consider loss mitigation—a potential RESPA or HBOR violation.

Your Workout Options

Depending on your financial situation, you can propose different types of arrangements:

Forbearance

Temporary pause or reduction of payments while you recover from a financial hardship (job loss, medical issue, etc.).

Best for: Temporary hardship, expecting income to resume
Downside: Full amount still owed later

Repayment Plan

Resume normal payments plus an additional amount each month to catch up on arrears over 6-12 months.

Best for: Income recovered, can afford extra monthly
Downside: Higher payments for plan duration

Loan Modification

Permanent change to loan terms—lower rate, extended term, or principal forbearance to reduce monthly payment.

Best for: Permanent income reduction, long-term affordability
Downside: More documentation, longer process

Which Should You Choose?

How to Make a Compelling Proposal

Servicers evaluate workout proposals based on whether you're likely to succeed. Here's how to make a strong case:

1. Explain the Hardship

Be specific about what happened: job loss, medical emergency, divorce, death in family, COVID impact, etc. Include dates. Show that you understand what went wrong.

2. Show the Recovery

What has changed? New job, medical recovery, insurance settlement, family support? Demonstrate that the hardship is resolving or has resolved.

3. Provide Real Numbers

Show your current monthly income and expenses. Demonstrate that you can afford the proposed payments. Vague promises don't work—concrete numbers do.

4. Make a Specific Proposal

Don't just ask for "help." Propose exactly what you want:

What Servicers Want to See

Evidence that you: (1) understand your situation, (2) have a realistic plan, (3) can demonstrate ability to pay going forward, and (4) are communicating proactively rather than hiding.

Sample Forbearance Request Letter

Use this template when you need temporary relief due to a short-term hardship.

[Your Name] [Your Address] [City, State ZIP] [Date] Via Certified Mail, Return Receipt Requested [Servicer Name] - Loss Mitigation Department [Servicer Address] [City, State ZIP] Re: Request for Forbearance Loan Number: [LOAN NUMBER] Property: [PROPERTY ADDRESS] Dear Loss Mitigation Department: I am writing to request a forbearance agreement for my mortgage. I am committed to keeping my home and have a plan to resolve my delinquency. HARDSHIP EXPLANATION: [Explain your hardship specifically. Example:] In [MONTH/YEAR], I [lost my job / experienced a medical emergency / went through a divorce / etc.]. This caused me to fall behind on my mortgage starting in [MONTH]. I am currently [X] payments behind, totaling approximately $[AMOUNT]. RESOLUTION: [Explain what has changed. Example:] I am pleased to report that I [started a new job on DATE / returned to work on DATE / resolved my medical issue / received a settlement / etc.]. My current monthly income is $[AMOUNT], and I am now able to resume making mortgage payments. FORBEARANCE PROPOSAL: I propose the following forbearance arrangement: - Reduced payments of $[AMOUNT]/month for [3-6] months - Beginning [DATE] - Resuming full payments of $[AMOUNT]/month on [DATE] - Addressing arrears through [repayment plan / modification / lump sum at end] SUPPORTING DOCUMENTATION: I am enclosing: [Include applicable items:] - Recent pay stubs (last 30 days) - Offer letter / employment verification - Bank statements (last 2 months) - Monthly budget showing ability to pay - [Other relevant documentation] REQUEST: Please evaluate this proposal promptly and contact me at [PHONE] or [EMAIL] to discuss. I am also requesting that you postpone any foreclosure activities while this request is under review, as required by RESPA and California HBOR. I want to keep my home and am committed to working with you to find a solution. Sincerely, [Your Signature] [Your Printed Name] Enclosures: As noted above

Sample Repayment Plan Request Letter

Use this template when you can afford to catch up over time through increased monthly payments.

[Your Name] [Your Address] [City, State ZIP] [Date] Via Certified Mail, Return Receipt Requested [Servicer Name] - Loss Mitigation Department [Servicer Address] [City, State ZIP] Re: Request for Repayment Plan Loan Number: [LOAN NUMBER] Property: [PROPERTY ADDRESS] Dear Loss Mitigation Department: I am writing to request a repayment plan to cure my mortgage delinquency. I am now financially stable and able to make increased payments to catch up on my arrears. CURRENT STATUS: - Regular monthly payment: $[AMOUNT] - Months behind: [NUMBER] - Total arrears (including fees): approximately $[AMOUNT] HARDSHIP AND RECOVERY: [Brief explanation of what caused the delinquency and what has changed] REPAYMENT PLAN PROPOSAL: I propose the following repayment plan: - Duration: [12] months - Regular monthly payment: $[AMOUNT] - Additional monthly amount toward arrears: $[AMOUNT] - Total monthly payment during plan: $[AMOUNT] - Plan start date: [DATE] - Estimated payoff of arrears: [DATE] ABILITY TO PAY: My current monthly income is $[AMOUNT]. After all expenses, I have $[AMOUNT] available for the proposed increased payment. I have enclosed documentation supporting these figures. SUPPORTING DOCUMENTATION: [List enclosed documents: pay stubs, bank statements, budget worksheet, etc.] I request that you approve this repayment plan and postpone any foreclosure activities. Please contact me at [PHONE] to finalize the agreement. Sincerely, [Your Signature] [Your Printed Name] Enclosures: As noted above

What Happens After You Send the Letter

Once you send your workout proposal, here's what to expect and do:

Servicer Response Timeline

If They Don't Respond

  1. Send a follow-up letter referencing your original request
  2. Call and document who you spoke to and what they said
  3. File a complaint with the CFPB and California DFPI
  4. If foreclosure proceeds, their failure to respond may be a defense

If They Reject Your Proposal

Keep Paying What You Can

While waiting for a response, continue making whatever payments you can afford. Partial payments show good faith and reduce the arrears you'll need to catch up on. Send them separately from the workout letter.

Frequently Asked Questions

Your credit is likely already affected by the delinquency. A successful workout can help by:

  • Preventing a foreclosure (much worse for credit than late payments)
  • Bringing your account current faster
  • Stopping additional late payment reports

During forbearance, servicers may report differently (as "in forbearance" rather than "delinquent"), though this varies. A completed repayment plan followed by on-time payments will help rebuild your credit over time.

Yes. In fact, the 90-day NOD period is designed partly to give you time to pursue alternatives. You can request a workout or modification at any point before the sale.

However, the further along the process, the more urgency. A complete loan modification application submitted before the NOD triggers stronger protections than one submitted after the Notice of Sale.

You can try again if your circumstances have changed. Under RESPA, servicers must evaluate new applications if you can show a "material change in circumstances"—new income, new job, resolved hardship, etc.

If you were denied for incomplete documentation, resubmit with everything they asked for. If denied for insufficient income, wait until your income situation improves or propose a different solution.

Be very careful. The loan modification industry has a history of scams. Warning signs:

  • Upfront fees (illegal in California for loan mod services)
  • Guarantees of approval
  • Telling you to stop communicating with your servicer
  • Asking you to make payments to them instead of the servicer

HUD-approved housing counselors can help for free. Attorneys can help but should be transparent about costs and not promise outcomes.

Workout is a general term for any arrangement to cure delinquency—including forbearance, repayment plans, and modifications.

Loan modification specifically means permanently changing your loan terms (rate, term, principal). It's more formal, requires more documentation, and results in a new loan agreement.

You might propose a simpler workout first (forbearance or repayment plan) and pursue a modification if needed for long-term affordability.

$240 /hour

Need Help with Your Workout Proposal?

A well-structured proposal increases your chances of approval. I can help you analyze your situation, prepare compelling documentation, and negotiate with your servicer.

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