Templates, toolkits, and digital resources for consumers who want to start building their own record. Not every consumer is ready for full membership, and not every situation needs it. The downloads below are designed for people who want a focused tool for a focused purpose.
Every download below is delivered through our secure Stripe checkout. After purchase, you receive an email with the download link and any companion materials. New tools are added to the catalog regularly.
Build out the frameworks of your own claim with guided tools, templates, and step-by-step instructions. Ongoing access for $129/month — cancel anytime.
Subscribe — $129/mo →A 5-document packet to help you take control of your relationship with your attorney — conflict-disclosure demand, engagement addendum, conflict-monitoring affidavit, notice of withdrawal of consent, and a how-to guide for testing for conflicts. Delivered by secure email link after checkout.
Buy — $197 →A step-by-step guide for demanding the grant-funded value you are entitled to from HUD-approved housing counselors. Delivered by secure email link after checkout.
Buy — $97 →These are free. The sample report opens directly, and the white paper and the slide deck ask for a name and an email address.
A complete sample examination record, with every figure made up for illustration. It shows the determination on each element the other side has to establish, the charge-by-charge audit, the response deadlines, and what a homeowner can do with the result.
Open the sample reportAn eight-point framework for recognizing a defective security interest in a post-transfer file, with findings from 145 scored burden elements. Written for attorneys, trustees, originators, servicers, housing counselors and courts.
Get the white paperWhat each credential in the foreclosure chain tests, what it does not reach, who is positioned to answer for the gap, and six requirements a workable competence standard would contain.
Get the slide deckSeason three of our podcast on mortgage servicing, pooled debt and the questions consumers are entitled to ask. Every episode is free on Spotify.
Reese Roberts and guest Wayne Daniels of Get Your PFO discuss what it means to read and interpret the United States Code and federal regulations, and how that code is used in our work.
Listen on Spotify →
Your mortgage servicer is required to operate in specific ways that protect your rights, keeping you informed with transparent disclosures. When you ask, they are required to give substantial answers. This episode is about asking the right questions to get them.
Listen on Spotify →
Even when a loan is in good standing, it is worth asking who owns the right to collect the payments and enforce collection. Learn about our national inquiry into pooled debts and how you can take part.
Listen on Spotify →Every download is an educational resource and document template. Downloads are not legal advice, not legal representation, and not a substitute for consulting an attorney licensed in your jurisdiction. The full terms that govern every Serv Inc. transaction are published on our Legal Disclosures page.
Some situations need more than a template. If you are not sure whether the right next step is a download or full case management, upload your documents through our free analysis portal. We review what you have and tell you what we found. You decide what happens after that.
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