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Toggle navigation
The Housing Partnership
About Us
History
Mission
Impact
Our Board
Our Staff
Report to the Community
Fair Housing & Accommodations
Employment Opportunity
2023 Annual Report
Sitemap
Homebuyer Services
Overview
Homebuyer Workshop
Not Under Contract
Under Contract
Lenders & Real Estate Agents
Residential Development
For Sale
For Rent
Past Projects
Services
Home Repair Services
Property Maintenance Program
Volunteer Services
Fundraising
2026 Tasting For Change
Contact
Intake Packet
Home
Intake Packet
1
Introduction
2
General Information
3
Applicant Information
4
Co-Applicant Information
5
Household Members
6
Household Income and Assets
7
Homebuyer Questions
8
Homeowner Questions
9
Disclosures
10
Documentation
Introduction
Thank you for your interest in The Housing Partnership, Inc! Our process depends on where you’re at in your homeownership journey. Please choose which of these applies to your current situation to see more details below.
Current Situation
(Required)
Homebuyer not under contract
Homebuyer actively under contract on a property
Homeowner who is behind on my mortgage
Homebuyers Not Under Contract
For clients in this situation, our efforts will be spent conducting general homebuyer education and one-on-one counseling services. We cannot issue pre-approvals for our down payment/closing cost assistance programs until you are actively under contract on a property.
These are the steps:
1. Education. Complete our online Homebuyer Education Course ($115). If you have not done that yet,
click here
2. Apply. Submit intake packet and supporting documents. We cannot accept these items until after you complete the Homebuyer Education Course.
3. Counseling Prep. After we review and confirm we have what we need, we will send you a monthly budget to complete and an invoice for the counseling session (up to $75). If we cannot get a credit report from your lender, then we will need to pull it ourselves (up to $25.24 per person). Once we receive these items, we will reach out to you to schedule the counseling session.
4. Counseling Session. Complete a one-on-one counseling session with a HUD Certified housing counselor to review your unique financial situation. Together, you will review your income and debts, finalize your budget, and create an action plan to help you meet your homeownership goals.
Homebuyers Actively Under Contract
For clients in this situation, we will send weekly updates to all parties letting them know what is still needed before closing. For those seeking our down payment/closing cost assistance (DPA), additional requirements (such as inspections) will apply.
These are the steps:
1. Apply. Submit intake packet and supporting documents. We cannot issue pre-approval for our DPA programs without these items.
2. Education. Complete our online Homebuyer Education Course ($115). We will send you the link in our weekly email.
3. Counseling Prep. After Steps 1 & 2 are done, we will send you an invoice for the counseling session (up to $115). If we cannot get a credit report from your lender, then we will need to pull it ourselves (up to $25.24 per person). Once we receive these items, we will reach out to you to schedule the counseling session.
4. Counseling Session. Complete a one-on-one counseling session with a HUD Certified housing counselor to review your unique financial situation. Together, you will review your income and debts, finalize your budget, and create an action plan to help you meet your homeownership goals.
5. Additional Requirements (DPA program). Complete all inspections and remaining items for the DPA program as dictated by our weekly emails. This step can be completed at the same time as the other steps.
Homeowners
For current homeowners who are behind on their mortgage, we can provide general foreclosure education and one-on-one counseling services for free. We do not have financial assistance for mortgage payments.
These are the steps:
1. Education. Complete our online Foreclosure Education Course. If you have not done that yet,
click here
2. Apply. Submit intake packet and supporting documents. We cannot accept these items until after you complete the Foreclosure Education Course.
3. Counseling Prep. After we review and confirm we have what we need, we will send you a monthly budget to complete. With your permission, we will pull your credit report. This is a soft inquiry that does not impact your credit scores. Once we receive these items, we will reach out to you to schedule the counseling session.
4. Counseling Session. Complete a one-on-one counseling session with a HUD Certified housing counselor to review your unique financial situation. Together, you will review your income and debts, finalize your budget, and create an action plan to help you meet your homeownership goals.
General Information
What services are you seeking?
(Required)
Homebuyer education and counseling (including down payment assistance)
Homeowner counseling
Other
If other, please specify:
(Required)
What is your current housing arrangement?
(Required)
Paying Rent
Not paying rent
Homeless
Homeowner with mortgage
Homeowner with mortgage paid off
Monthly rent amount:
(Required)
Monthly mortgage amount:
(Required)
Applicant Name:
(Required)
First Name
Middle Initial
Last Name
Suffix
Will there be a Co-Applicant?
(Required)
Yes
No
Co-Applicant Name:
First Name
Middle Initial
Last Name
Suffix
Total Household Size:
(Required)
Total Household Income (age 18+):
(Required)
How did you hear about us?
(Required)
Walk-in
Online
Lemay Community Link newspaper
Word of mouth
Lender
Realtor
Friend
Other
If other, please specify:
(Required)
Have you worked (past or present) with another agency for housing counseling services or down payment assistance?
(Required)
Yes
No
If yes, which agency?
(Required)
Applicant Information
Name
(Required)
First Name
Middle Initial
Last Name
Suffix
Address
(Required)
Current Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Social Security Number (last 4 digits):
(Required)
Birth date:
(Required)
MM slash DD slash YYYY
Home Number:
Email
(Required)
Cell:
(Required)
Gender
(Required)
Work:
Pronouns (She/He/They)
(Required)
Race
(Required)
American Indian/Alaskan Native
Asian
Black or African American
Native Hawaiian or Other Pacific Islander
White
More than one race
Choose not to respond
Education Level
(Required)
Elementary
Junior High School
Below High School
High School/ GED
Junior College
2-year College
Bachelor’s Degree
Master’s Degree
Above Master’s Degree
Other
If you selected other for Education Level, please specify:
(Required)
Ethnicity
(Required)
Hispanic or Latino
Not Hispanic or Latino
Choose Not to Respond
Disability Status: Are you disabled?
(Required)
Yes
No
Limited English Proficiency Status: If you are fluent in English, check No. If you are not fluent in English, check Yes.
(Required)
Yes
No
Choose Not to Respond
Military Status: Are you active in the military?
(Required)
Yes
No
Marital Status
(Required)
Single
Married
Separated
Divorced
Widowed
Military Status: Are you a veteran?
(Required)
Yes
No
Homeowner Status: Have you filed taxes with someone who has owned a property in the past 3 years?
(Required)
Yes
No
Homeowner Status: Have you had ownership interest in a property in the past 3 years?
(Required)
Yes
No
Co-Applicant Information
Name
First Name
Middle Initial
Last Name
Suffix
Address
Current Street Address
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Social Security Number (last 4 digits):
Birth date:
MM slash DD slash YYYY
Home Number:
Email
Cell:
Gender
Work:
Pronouns (She/He/They)
Race
American Indian/Alaskan Native
Asian
Black or African American
Native Hawaiian or Other Pacific Islander
White
More than one race
Choose not to respond
Education Level
Elementary
Junior High School
Below High School
High School/ GED
Junior College
2-year College
Bachelor’s Degree
Master’s Degree
Above Master’s Degree
Other
If you selected other for Education Level, please specify:
Ethnicity
Hispanic or Latino
Not Hispanic or Latino
Choose Not to Respond
Disability Status: Are you disabled?
Yes
No
Limited English Proficiency Status: If you are fluent in English, check No. If you are not fluent in English, check Yes.
Yes
No
Choose Not to Respond
Military Status: Are you active in the military?
Yes
No
Marital Status
Single
Married
Separated
Divorced
Widowed
Military Status: Are you a veteran?
Yes
No
Homeowner Status: Have you had ownership interest in a property in the past 3 years?
Yes
No
Homeowner Status: Have you filed taxes with someone who has owned a property in the past 3 years?
Yes
No
Household Members
Homebuyers:
Write down everyone who will live in the
future
home you intend to purchase, including yourself.
Homeowners:
Write down everyone who currently lives in your home, including yourself. Select the plus button on the right to add each member.
Household Member:
(Required)
Name
Relationship (or Self)
Age
Birthday
Add
Remove
Household Income
Indicate your gross monthly income (before taxes and deductions are taken out).
Homebuyers:
Income information is required for
everyone age 18+
who will live in the future home you intend to purchase, even if they won’t be on the loan.
What type on income does your future household (18+) receive?
(Required)
Job #1
Job #2
Job #3
Self Employment (Uber, etc)
Child Support
Alimony
Social Security
SSI
Disability
Retirement/Pension
Unemployment
Section 8 Voucher
Other
Type of Income
(Required)
Job #1
Monthly Amount
Household Member Who Receives It
Type of Income
(Required)
Job #2
Monthly Amount
Household Member Who Receives It
Type of Income
(Required)
Job #3
Monthly Amount
Household Member Who Receives It
Type of Income
(Required)
Self-Employment (Uber, etc)
Monthly Amount
Household Member Who Receives It
Type of Income
(Required)
Child Support
Monthly Amount
Case Number/Household Member Who Receives It
Type of Income
(Required)
Alimony
Monthly Amount
Household Member Who Receives It
Type of Income
(Required)
Social Security
Monthly Amount
Household Member Who Receives It
Type of Income
(Required)
SSI
Monthly Amount
Household Member Who Receives It
Type of Income
(Required)
Disability
Monthly Amount
Household Member Who Receives It
Type of Income
(Required)
Retirement/Pension
Monthly Amount
Household Member Who Receives It
Type of Income
(Required)
Unemployment
Monthly Amount
Household Member Who Receives It
Type of Income
(Required)
Section 8 Voucher
Monthly Amount
Household Member Who Receives It
Other Types of Income (click + to add more)
(Required)
Name
Monthly Amount
Household Member Who Receives It
Add
Remove
Job 1
Household Member:
(Required)
Employer:
(Required)
Hire Date:
(Required)
MM slash DD slash YYYY
Title/Position
(Required)
Employment Status
(Required)
Full-time
Part-time
Seasonal
Pay Frequency
(Required)
Weekly
Bi-Weekly
Semi-Monthly
Monthly
Job 2
Household Member:
(Required)
Employer:
(Required)
Hire Date:
(Required)
MM slash DD slash YYYY
Title/Position
(Required)
Employment Status
(Required)
Full-time
Part-time
Seasonal
Pay Frequency
(Required)
Weekly
Bi-Weekly
Semi-Monthly
Monthly
Job 3
Household Member:
(Required)
Employer:
(Required)
Hire Date:
(Required)
MM slash DD slash YYYY
Title/Position
(Required)
Employment Status
(Required)
Full-time
Part-time
Seasonal
Pay Frequency
(Required)
Weekly
Bi-Weekly
Semi-Monthly
Monthly
Have there been any changes to your household income within the past 3 months? (i.e., raise, new job, switching to full time or part time, etc.)
(Required)
Yes
No
If yes, please describe:
(Required)
Assets
Type of Asset: Checking Account
(Required)
Applicant: # of Accounts
Co-Applicant: # of Accounts
Type of Asset: Savings Account
(Required)
Applicant: # of Accounts
Co-Applicant: # of Accounts
Type of Asset: Pre-paid card
(Required)
Applicant: # of Accounts
Co-Applicant: # of Accounts
Type of Asset: Other Account
(Required)
Applicant: # of Accounts
Co-Applicant: # of Accounts
1. Are you expecting to receive any additional funds? (i.e., tax refund, settlements, gift funds, inheritance, etc.)
(Required)
Yes
No
If yes, what kind of funds?
(Required)
When do you expect to receive these funds?
(Required)
How much do you expect to receive (estimated)?
(Required)
Homebuyer Questions
Please complete this page if you are wanting to purchase a home.
1. Are you wanting to purchase a home?
(Required)
Yes
No
2. Which option(s) apply to your current homeownership journey? (Check all that apply.)
Still working on my finances
Actively looking for homes
Received pre-approval from a lender
Under contract on a property
If you are under contract, what is your closing date?
If you are under contract, the home is a:
Single family home (one unit)
2+ units
Condo
Mobile/Manufactured home
Other
If other, please specify:
If you are under contract, the home is:
Pre-existing
New Construction
3. Which of the following areas are you interested in? (Missouri)
City of St. Louis
St. Louis County
St. Charles County
Jefferson County
City of Florissant
City of O’Fallon
Other
If other, please specify:
4. Which of the following areas are you interested in? (Illinois)
Bond County
Calhoun County
Clinton County
Jersey County
Macoupin County
Madison County
Monroe County
St. Clair County
Other
If other, please specify:
5. What is your timeline for your home purchase?
6. If you are renting, when does your current lease end?
7. Will another adult be on the mortgage loan who will not be living in the home?
Yes
No
8. Will another adult be on the title only who will not be living in the home?
Yes
No
9. Are you working with a lender?
Yes
No
Lender Company Name
Lender Loan Officer
Lender Phone
Lender Email
10. Are you working with a realtor?
Yes
No
Realtor Company Name
Realtor Agent
Realtor Phone
Realtor Email
11. Is there anything we should know that is NOT mentioned in this intake packet? (current or future living situation, household members, household income, etc.)
(Required)
Yes
No
If yes, please explain:
(Required)
Homeowner Questions
Please complete this page if you currently own a home.
1. Do you currently own a home?
(Required)
Yes
No
2. The property is a:
Primary residence
Investment property
3. Type of property:
Single Family Home
2+ units
Mobile/Manufactured home
Condo
Other
If other, please specify:
4. Have you received notice of a foreclosure sale date?
Yes
No
If yes, what is the date of sale?
5. Are you behind on your mortgage?
Yes
No
If yes, how far behind are you?
6. What year was the home purchased?
7. How much was the home purchased for?
8. Is there another adult on the mortgage who does not live in the home?
Yes
No
9. Is there another adult on the title (the Deed of Trust) who does not live in the home?
Yes
No
10. What loan servicer company do you use?
Agent name (if known)
Phone Number
Fax Number
Email address (if known)
11. Does your monthly payment include homeowner's insurance?
Yes
No
12. Does your monthly payment include property taxes?
Yes
No
13. Have you ever refinanced your loan?
Yes
No
If yes, how many times?
When was the last time?
14. What caused your current situation?
15. What actions (if any) have been taken for this issue? (i.e., forbearance, loan modification, contacting other agencies, applying for mortgage assistance, etc.)
16. Is there anything we should know that is NOT mentioned in this intake packet? (current or future living situation, household members, household income, etc.)
(Required)
Yes
No
If yes, please explain:
(Required)
Disclosures to Review
Disclosures
(Required)
I have read the
Disclosures to Review
Program Disclosure
Program Disclosure
(Required)
I have read the
Program Disclosure
. By signing below, I acknowledge that I have received, reviewed, and agree to this Program Disclosure.
Program Disclosure Signature
(Required)
First
Last
Date
(Required)
MM slash DD slash YYYY
Co-Applicant Program Disclosure Signature
(Required)
First
Last
Date
(Required)
MM slash DD slash YYYY
Privacy Policy and Practices
You may choose to Release or Opt-Out of these Privacy Policies. Please acknowledge your choice by selecting one of the options below.
(Required)
RELEASE: I authorize THP to request and release my PII to any third parties necessary to provide me with the services I requested, as stipulated in this Privacy Policy.
OPT-OUT: I do not authorize THP to request or release my PII. I acknowledge this choice means THP will not be able to communicate with other third parties regarding my PII (lender, real estate agent, etc), which may limit THP’s ability to provide certain services.
Privacy Policy and Practices Release
(Required)
I have read the
Privacy Policy and Practices
. By signing below, I acknowledge that I have received, reviewed, and agree to these Privacy Policies and Practices.
Privacy Policy and Practices Release Signature
(Required)
First
Last
Date
(Required)
MM slash DD slash YYYY
Co-Applicant Privacy Policy and Practices Release Signature
(Required)
First
Last
Date
(Required)
MM slash DD slash YYYY
Privacy Policy and Practices Opt-Out
(Required)
I have read the
Privacy Policy and Practices
. By signing below, I acknowledge that I would like to Opt Out of these Privacy Policies and Practices.
Privacy Policy and Practices Opt-Out Signature
(Required)
First
Last
Date
(Required)
MM slash DD slash YYYY
Co-Applicant Privacy Policy and Practices Opt-Out Signature
(Required)
First
Last
Date
(Required)
MM slash DD slash YYYY
Credit Authorization
Credit Authorization
(Required)
I have read the
Credit Authorization
. By signing below, I acknowledge that I have received, reviewed, and agree to the Credit Authorization Disclosure.
Credit Authorization Disclosure Signature
(Required)
First
Last
Date
(Required)
MM slash DD slash YYYY
Co-Applicant Credit Authorization Disclosure Signature
(Required)
First
Last
Date
(Required)
MM slash DD slash YYYY
Documents
Do you want to upload documents now?
(Required)
Yes
No
These are the preliminary documents we will need to get your file started. For homebuyers actively under contract, more documents may be required.
Income
Homebuyers:
Income documentation is required for
everyone age 18+
who will live in the future home you intend to purchase, even if they won't be on the loan.
We require these documents, as applicable:
- Pay stubs: Most recent 3 months (90 days)
- Most recent award letter: Social Security, Disability, SSI, Retirement, Pension, etc.
- Child support: Case number, if court order is in Missouri
- Alimony/Divorce Stipend
- Self-employment
- Other income as applicable
Upload income documents here:
Drop files here or
Select files
Max. file size: 512 MB.
Assets
We require the most recent
3 months
of all accounts you have (checking accounts, savings accounts, prepaid debit cards, etc).
Upload assets here:
Drop files here or
Select files
Max. file size: 512 MB.
Taxes
We require the
most recent Federal Tax Return
. We do not need W2s or 1099s.
Upload your tax return here:
Drop files here or
Select files
Max. file size: 512 MB.
Photo ID
We require current photo IDs for all Applicants and Co-Applicants.
Upload photo IDs here:
Drop files here or
Select files
Max. file size: 512 MB.
Mortgage Statement
For current homeowners, we require the most recent mortgage statement you received from your loan servicer.
Upload your mortgage statement here:
Drop files here or
Select files
Max. file size: 512 MB.
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