Please feel free to browse for the forms you need below and print

The Tracking Form, Agent Checklist and Commission Bill are REQUIRED FOR EACH TRANSACTION.

All contracts, agreements, completed forms & other related documents to a particular deal MUST be submitted to HALO at the beginning of a signed deal all the way to closing using the LIVE TRACKING FORM. The link is provided below. This will be the same form you will use for each one transaction. You can go back to this same link/form for the particular transaction to submit additional documents including closing documents. BOOKMARK/SAVE THE LINK WITH A UNIQUE IDENTIFIER (Property Address) ON YOUR COMPUTER'S BOOKMARK BAR TO USE FOR EVERY NEW DEAL & UPDATES TO YOUR DEAL.

All the other forms are also available FREE from your NJAR Zipforms account.  They are fillable from there and can be sent to all parties to your transaction for e-signatures.



Collect the following from all borrowers:

  • Third Party Authorization
  • Uniform Borrower Assistance Form
  • Hardship letter (and any required Hardship Documentation)
  • Copies of Statements for all Savings and Checking Accounts for the Most Recent Month
  • Proof of any Additional Income Claimed (Disability, Social Security, Lease Agreements for Rental, etc)
  • Copy of Most Recent Property Tax Bill  (If Your Account is Not Currently Escrowed for Taxes)
  • Copy of Most Recent Homeowner’s Insurance Declaration Page (If Your Account is Not Currently Escrowed for Insurance)
  • Current Home Owners Association (HOA) Statement (If Applicable) 
  • IRS Form 4506T-EZ


NOTE: Each bank may have their own set of short sale forms for the borrowers to complete.


MLSes Serving NJ & PA:

Service Area: South Jersey - Mid-Atlantic region, PA, covering parts of MD, VA, WV, and Washington, D.C

Service Area: Cape May

Service Area: Middlesex County

Service Area: Momouth & Ocean Counties

Service Area: Bergen County, Essex County, Hudson County, Hunterdon County, Middlesex County, Morris County, Passaic County, Somerset County, Sussex County, Union County and Warren County

Service Area: Hudson County

Service Area: Bergen County
Essex County
Passaic County
Hudson County (Only the towns below)
East Newark, Harrison, Kearny

Service Area: Atlantic County,
Ocean City & Upper Twp

MLSes serving NY:

Service Area: NYC (except Staten Island), Long Island and the Hudson Valley

Service Area: Staten Island

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