How to Prepare Yourself for Consult with Neil After Preliminary Document Review is Completed

The Preliminary Document Review (PDR) is our most popular offering.
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The purpose of the Preliminary Document Review (PDR) is to have me visually scan all documents that you sent to me. This is not an in-depth analysis and strategic plan. It is an overview that results in me having enough information to tell you my impression of your current status from the perspective of a legal proceeding, and the facts and circumstances of your transaction, its current status, and the right to administer, enforce or collect any money from you.
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While my analysis will go into some detail, the goal is for me to be able to give you guidance on basic strategies and tactics from that point forward. I do not issue a written report in the PDR. All PDR reporting is done through the recorded telephone CONSULT through our conference server at Freeconfernece.com. It is not the same as our case analysis, which is presented in writing and includes a specific narrative that can be cut and pasted to pleadings or memoranda. It is also not the same as our administrative strategy in which we actually prepare documents for filing.
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There are three versions of the PDR: BASIC, PLUS and PREMIUM. The difference is in the level of investigation we perform apart from the documents you submit. The premium includes a title search, together with copies of relevant documents that have been recorded in the county recording office is where deeds and mortgages are recorded. While the choice is up to you, the choice indicates your level of commitment to complete the process of challenging an illegal foreclosure.
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Each PDR includes a live, recorded consultation with Neil Garfield. At your election, it is either a video meeting or a telephone call. Before the consult, there are certain things that you should consider and think about before the meeting begins.
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First of all, it is a good idea for you to do the same thing that I am doing. Shortly before our conference, review your documents and familiarize yourself with the dates and parties that are involved.
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Second, think about your goals. Get specific. What do you want? I will point out glad this is not a question of what you don’t want. “I don’t want to foreclosure of my property,” tells me nothing about what your real goals might be. You should also think about the time, money, and energy you’re willing to invest in this project. And since you are familiar with my work, you probably already know that there is overwhelming evidence that all the participants in foreclosure are directed to pursue the foreclosure until the very end. This means that the homeowner must commit to a long-term process.
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Third, start constructing a journal with specific references to conversations, correspondence, notices and court filings. Start with the day of the initial transaction, or even before if there are relevant circumstances and representations that were made to you.
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Fourth, make absolutely certain that every document that pertains to our conversation has been uploaded to your folder on box.com. Label each document separately and use the following standard for naming files “[Date] [title of document].
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Fifth, the time we have for our conversation is limited. And the conversation is generally recorded through our conference server, freeconference.com. You will get a copy of the audio file that you sent to us. It’s a good idea to have it transcribed because it contains dictation that could be cut and pasted into pleadings.

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So it would be a good idea if you were prepared to listen more than prepared to speak. The purpose of the consult is to hear my thoughts and guidance — not to hear yourself speak. I don’t need any convincing.

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The last thing I want to communicate is that I am an expert witness on finance, securitization of debt, and a licensed attorney (although I will not be representing you in court). I am not a therapist. I do recommend that anyone going through the traumatic experience of being threatened with the loss of their homestead seek and receive therapy.

In my opinion, clients who receive such assistance have lower anxiety and better judgment. Short-term programs seem to be favored by clients with good results. I have neither the knowledge nor the license to do it.

So it would be best to keep your comments and focus on the factual and legally significant aspects of your case. If you are seeking counseling or therapy, I recommend that you check out the national telehealth platforms like https://kamvirtual.com/.

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Regards,
Neil F Garfield, Esq. M.B.A., J.D.

954-451-1230 (This number goes to both the system and my cell, if available).

FAX: 954-451-1230

LEGAL MATTERS: To the extent that anything in this email could be construed as a legal opinion, I am licensed to practice law only in Florida (State and Federal courts) and Washington DC (by reciprocity). Further unless I have personally concluded a thorough case analysis any such statements construed as opinions are only preliminary in nature. This is not a formal legal opinion upon which you should rely. Do not act on anything contained in this email without consulting licensed local counsel.

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