Anyone with Experience, what should I expect/prepare for intake meeting?

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  • #60635
    Casablanca5
    Member

    Good Morning All!

    I attended the ATD workshop June 28th in NYC, sat with a counselor, input all the docs for my wife and I, but after finding an overdraft on one of my checking accounts we were told to let 3 months pass with clean bank statements. (no prob, we could use the 3 months to save a little more money for buy down). Initially we set up an appointment with the local office for NY, which is Newark and the closest date for an intake wasn’t 3 months away but 7 months! Fortunately after calling and then eventually emailing we were sent a new date. So now that our date is approaching we are curious if theres anything besides continuing to update our documents through the Naca file that we should be concerned about or prepared for?? What is the next step after the intake meeting?

    #60636
    Nelsont
    Member

    It sounds like you’re on the right track. Your MC will review everything that was already reviewed at the atd. You will be given an action plan with next steps.

    #60684
    Casablanca5
    Member

    Ok sounds good. Thanks

    #60932
    caycolon
    Member

    @casablanca5
    I’m in NYC too. We’re setup for our intake appt in February in the Newark office as well. Please share about your experience since I rarely find anyone from NYC on these forums.

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