NHAS MORTGAGE DEBT ADVICE REFERRAL FORM
For use by Local Authorities
Date of referral:Name of referring LA:
LA contact: / Name:
Telephone:
Email:
Where did you first hear of the NHAS Mortgage Debt Advice Service? / MDA Flyer NHAS Website
NHAS Training Course Email communication
Other______(please specify)
Please provide brief details of the case
Are you referring the case for an MRS assessment or general mortgage debt advice
Any deadlines?
Eg. Possessionhearing, eviction warrant
Name of homeowner:
Date of birth:
Ethnic origin:
Address of homeowner:
Postcode:
Homeowner contact details: / Home:
Work:
Mobile:
Preferred method of contact:
Best time to contact (if known):
Household type / Single person
Childless couple
Single parent
Couple with children
Adult household
Other (please specify):
Household income:
Property type/size:
Tenure: / Freehold
Leasehold (provide details of freeholder if known):
Lender/s: / 1st charge:
2nd charge:
3rd charge:
Additional charge/s:
For Mortgage Rescue Scheme cases only:
Estimate value:
RICS valuation survey instructed by LA/RP:
Priority need assessed by LA/RP: / Yes/No details:
Lender possession action on hold: / Yes/No details:
We confirm that the homeowner named above has provided verbal permission for us to refer their case to the NHAS and to discuss details of their case with the NHAS.
Disclaimer (to be signed by Local Authority):
Whilst Shelter may assist with this Mortgage Debt caseI understand that ownership of the case remains with my organisation(LA).
SIGNED:
PRINT NAME:
POSITION HELD:
NHAS MORTGAGE DEBT ADVICE REFERRAL FORM
GUIDANCE NOTES FOR LOCAL AUTHORITIES/REGISTERED PROVIDERS
NHAS Mortgage Debt Advice forms part of a DCLG funded service under the NHAS contract to help households at risk of lender repossession. The funding is split between Shelter and Citizens Advice. Shelter’s role is to provide mortgage debt advice to Local Authorities and Registered Providers.
To access NHAS Mortgage Debt Advice please complete the referral form as fully as possible and return to us via email/fax or post. You will receive confirmation that your referral has been received within 2 working days.
How to contact:
Telephone0344 515 1125
Fax:0344 515 2932
Email:
Post:Shelter
NHAS Mortgage Debt Advice
First Floor
Kenham House
Wilder Street
Bristol BS2 8PD
In order for Shelter to provide you with a quality service and ensure a quick turn around on cases it is essential that you complete the referral form with as much detail as possible. If you would like to discuss a case prior to referral please contact the service, using the telephone number above.
What we can do:
For Local Authorities:
•A full money advice and welfare benefits check
•Explore lender hardship options
•Negotiate with lenders to stop or delay possession action
•Make applications to court to suspend and/or vary court orders
•Advice on other options open to homeowners, including SMI, MRS, Assisted Voluntary Sale, securing other accommodation
Where Mortgage Rescue may be suitable our team of advisers can assist with MRS eligibility decisions by carrying out assessments of financial eligibility for the scheme
NHAS Mortgage Debt Advice referral form Feb 2013