CLIENT INTAKE SHEET

Lender Information
Owner Information
CurrentMonthly
Owner 1Payment
:       Total Balance Purchase or Original Lender Date of
Amount
Address:       Due
City:       RefinanceState:       Debt

1st $       $       Purchase Zip:      

           
Mailing Address (if different) City:      
Refi State:      
TD
      Zip:      
2 nd $      
Preferred Language: English $       Purchase
Spanish Are you currently      
in Bankruptcy now?      
TDOther Refi
Yes No
Home Phone:       Mobile Phone:      
Heloc $       $       PurchaseWork     
Phone:            
Email 1 :       Refi Email 2 :      
Any other judgments or liens? Property AnnualInformation
Property Taxes? Taxes Current? Yes
Yes
PropertyNoType SFR Condo      PUD APN:       No County:      
Multi Unit
Date of last mortgage payment?       Have you attempted a loan modification?
Owner Occupied Yes No
Yes Vesting (Married,Unmarried,JT):      
No of last tax payment?      
Date If there is a tax lien, what is the amount $
Tenant Occupied Yes Rent amount $             Leased Yes
No Trustee Information No
Trustee initiating foreclosure:      
Tenant Name:       Tenant Phone:      
Trustee Address:       City:       Zip :      
Estimated
Telephone Market
:       Value $       Household
Fax :       Monthly Income :      
HaveDues
HOA you received
      Notice of dues
Are Default?
current? DateYesRecorded :      
Yes No No
Do you
Have want
you to keep
received the property?
Notice of Trustee Yes Date
No of Sell
Salethe property
:      
Sale? Yes
Is the property No
listed for sale? Yes No (If yes include listing agreement) Asking
Price :      

Account       Phone       EMAIL      

Executive: : :

Initial Retainer :      

Monthly      
Maintenance Fee :

CLIENT QUESTIONAIRE
A. What happened that caused you to default?      

B. Have any steps been taken to work the problem out with the Loan Servicer, the
Lender or anyone? (i.e. the steps you undertook to try to work out the problem, the
name of the entity you contacted, when and whom you spoke with, and the result?)
     
C. What steps or tactics, if any, have you or someone on your behalf taken to delay or
postpone your foreclosure? (i.e. bankruptcy or bankruptcies, offers of loan
modifications, etc.)
     

D. Were you approached by any Real Estate person to sell you a home, or to refinance
your home? If so, what was their name and what company did they represent?
     

E. Were you contacted by any Mortgage Company to induce you to acquire a property
or to refinance your home and if yes, by whom and the name of their company?
     

F. Who did you talk with in regards to the selection and your qualifications to obtain the
loan(s)? Were you shopping for a specific type of loan? What loan product(s) were
discussed with you and by whom?
     

G. Was a Yield Spread Premium (payment to broker by lender) disclosed?

     

H. What was your approximate Credit Score at the time, as best as you can recall, and
the interest rate you were quoted for a first Loan and if appropriate a second loan?
     
I. Was there an offer made for you to pay additional fees/points to discount the loan
interest rate?
     

J. Do you feel that any misrepresentations were made to you in regards to this loan?
(e.g. Did the broker explain the features and risks associated with an adjustable rate
mortgage?) If so, exactly what were you told and by whom?
     

K. Were there changes in the docs that you signed (such as prepayment penalties,
riders, additional/excessive fees, different loan type or interest rates) that you were
not told about initially or prior to signing?
If so, please explain.
     

L. Did you receive a complete set of the loan docs at the time of the signing?
     
M. Did you sign any blank documents?
If so, which ones?
     
Were you provided with a right to rescind document?
     
If so, when were you provided with this document?
     
 Income Documentation (Before Taxes)
     
2007 Income _     _____
2008 Income _     _____
Current Monthly Income _     _____
Are you Currently Employed? _     _____

_______ I understand that I have 72 hours to cancel and no cancellations will be

allowed after that time.
Initial

_______ There are no guarantees we will win any cases. There is a risk of loss
whenever one goes to court.
Initial

_______ I have not made any additional payments other than the initial retainer fee to
Ollie P. Manago.
Initial

I certify that the above information is true and correct to the best of my knowledge. I
understand that the representative that presented information to me in regards to the
above mentioned property is not an attorney or foreclosure consultant. I have been
advised to contact my lender and or independent counsel to explore other options that
may be available.

Name:      
Signature
__________________________________

Date :      
 DOCUMENT CHECK LIST

______ * Signed Legal Retainer

______ * Signed Authorization to Release Information

______ * Signed Substitution of Attorney

______ Notice of Intent to Foreclose

______ * Notice of Trustee Sale

______ * Notice of Default

______ Notice of Substitution of Trustee

______ Deed Upon Sale

______ * Grant Deed

______ * 1st Trust Deed (All Pages)

______ * 2nd Trust Deed (All Pages)

______ * Copy of Mortgage Statement (s)

______ * Copy of Property Tax Bill

______ Copy of Loan Application (All Pages)

______ Copy of Loan Documents (All Pages)

______ Any other notice(s) you received in relation to your loan(s) including
correspondence from the Lender transferring servicing rights or
ownership of the mortgage note.

______ 2 Months Pay Stubs

______ 2008 Tax Returns

______ 2007 Tax Returns

______ 3 Months Bank Statements (All Pages) (For Self Employed Clients)

* Required when submitting file

 LAW OFFICES OF OLLIE P. MANAGO
1010 WILSHIRE BLVD. SUITE 113
LOS ANGELES, CA 90017
(213) 596-7977 OFFICE (213) 226-4663 FAX

LEGAL RETAINER AGREEMENT

This AGREEMENT is entered into       (Effective Date), by and between      
hereinafter designated as “CLIENT” and OLLIE P. MANAGO of THE LAW OFFICES
OF OLLIE P. MANAGO, located at 1010 WILSHIRE BLVD, SUITE 113, LOS ANGELES,
CALIFORNIA 90017, hereinafter designated as “ATTORNEY.”

WITNESSETH
Client, in consideration of legal services rendered and to be rendered by Attorney
retains THE LAW OFFICES OF OLLIE P. MANAGO to represent Client as an attorney at law
in The Civil Matter of       ,       ,             , till the conclusion of the case.
Client, hereby authorizes and directs Attorney to act on HIS/HER behalf in every manner
concerning the above matter, including but not limited to instituting appropriate legal
proceedings, investigation, negotiation and trial at Attorney’s sole discretion.
Client agrees to pay Attorney the sum of       , AS AN INITIAL RETAINER AND A
MONTHLY FEE OF       , to be applied toward attorney/legal fees and cost. Client
understands that Attorney will commence representation upon receiving the initial
retainer and a signed retainer agreement. Client understands that the initial retainer
designated is non refundable and is in consideration for Attorney assuming
representation of Client. Failure to pay the monthly fee will place the case in
jeopardy and will result in termination of said agreement for non-payment of
services.

Any and all legal fees above and beyond the initial retainer will be billed at
the hourly rate of $400.00 for an attorney, $250.00 for a legal analyst,
$200.00 for law clerk/paralegal and $100.00 for legal staff support. All
additional fees, if any, WILL BE DEDUCTED FROM THE MONTHLY FEE. Any
monthly fee remaining unpaid for a period of thirty (30) days or more will
bear interest at the rate of 8% per annum until paid in full.

Client also grants Attorney a lien on any and all claims or causes of action
that are the subject of Attorney’s representation under this contract.
Attorney’s lien will be for any sum due and owing to Attorney at the
conclusion of Attorney’s service. The lien will attach to any recovery Client
may obtain, whether by arbitration award, judgment, settlement or
otherwise.

This contract will take effect when Client has preformed all stated conditions,
returned the signed Retainer Agreement and Payment of Initial Retainer Fee,
but the effective date will be retroactive to the date Attorney first provided
legal services. The date at the beginning of this contract is for reference
only. Even if this Contract does not take effect, Client will be obligated to pay
Attorney the reasonable value of any service Attorney may have performed
for client.
Client understands a charge of fifty dollars ($50.00) plus any and all bank
charges will be added to HIS/HER invoice for every returned check.
The attorney will have the option of withdrawing from the case at any time if
the financial obligations are not met by Client, if Client has misrepresented
or failed to disclose material facts to Attorney or if Client agrees to execute a
Substitution of Attorney at the request of Attorney.

It is agreed that should it become necessary for Attorney, or her assigns, to

initiate legal proceedings to collect sums due under this Agreement, Client
agrees to pay reasonable attorney fees, as well as the cost of suit incurred.

CLIENT ACKNOWLEDGES THAT ATTORNEY HAS MADE NO

PREDICTIONS OR GUARANTEE REGARDING THE OUTCOME OF THIS
MATTER AND ONLY AFTER THE LITIGATION PROCESS HAS BEEN
INITIATED AND COMPLETED CAN THE FULL EXTENT OF THE RIGHTS
OF THE PROPERTY OWNER BE DETERMINED. AS SUCH, BOTH
PARTIES ACKNOWLEDGE THAT DESPITE THE BEST EFFORTS OF THE
ATTORNEY(S), THE FORECLOSURE PROCEEDING MAY SUCCEED.

In the event of any dispute between you and our firm relating in any way to
this agreement or our legal representation of you, the parties agree that
either party may proceed as the law may require to initiate one or more
arbitrations as follows: all fee dispute issues will be resolved by arbitration
with the Los Angeles County Bar Association, and all other matters and
claims arising out of or relating to this Agreement or our professional
services rendered to or for you, including without limitation, disputes as to
malpractice claims, or claims for breach of confidential or fiduciary
relationship, will be resolved by a court of law situated in the County of Los
Angeles, California. The court shall apply the law of the State of California
and shall award cost and attorneys fees to the prevailing party in such
matter. The parties agree that to the extent permitted by law, the resolution
provisions provided in this paragraph are the sole and exclusive remedy of
the parties.

THIS OFFICE DOES NOT PROVIDE FACE SHEET OR EMERGENCY

BANKRUPTCY PETITION PREPARATION. ANY CLIENT DESIRING SUCH
A SERVICE MUST SEEK ASSISTANCE FROM SOMEONE ELSE.

Attorney accepts said retainer agreement and Client hereby acknowledge

receipt of a copy of said agreement and retains Attorney upon the conditions
and terms herein above set forth.

Name:      
Signature: ___________________________

Date : _____________________________

LAW OFFICES OF OLLIE P. MANAGO

_______________________ ______________
OLLIE P. MANAGO - ATTORNEY DATE
 LETTER OF AUTHORIZATION &
AUTHORIZATION TO RELEASE INFORMATION

Name:      
Property Address:      
                 

Regarding: 1st Loan Number: ______________________________

2nd Loan Number: ______________________________

To Whom It May Concern:

I/WE hereby authorize "Law Offices of Ollie P. Manago" to act as my

representative in negotiations and correspondence with my mortgage
company or mortgage service listed above. This will include but is not limited
to presenting and/or requesting any and all information pertaining to my loan
above. Including, but not limited to all payment records, loan documents,
disclosures, records, life of loan history, letters of explanation and other
asset balances to help process a forensic loan audit or real estate transaction
audit. It is understood that a copy of this form will also serve as
authorization.

______________ ____________________________ ______ -____ -________

Date Signature:       Social Security #