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Phone: (626) 771-2963
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CA BRE Lic #02096432
Reverse Mtg. Form
Name
Name *
Email
Email *
Phone
Phone
Comment
Comment
Is this a refinance of an existing reverse mortgage?
Is this a refinance of an existing reverse mortgage?
Is this loan being transferred from another reverse lender?
Is this loan being transferred from another reverse lender?
Credit Evaluaiton
Credit Evaluaiton
Great Credit
Great Credit
A few collections and late's
A few collections and late's
Bankruptcy or NOD within 2 years
Bankruptcy or NOD within 2 years
Poor Credit
Poor Credit
Little to no credit
Little to no credit
Unsure at this time
Unsure at this time
Full Address of Subject Property with Zip Code
Full Address of Subject Property with Zip Code
County of Subject Property
County of Subject Property
Balance due on Mortgages 1st and 2nd
Balance due on Mortgages 1st and 2nd
Market Value of Home
Market Value of Home
Type of Home :
Type of Home :
Single Family Residence
Single Family Residence
Condo (FHA approved condos only)
Condo (FHA approved condos only)
2-4 Units
2-4 Units
Modular
Modular
Planned Unit Development
Planned Unit Development
Manufactured
Manufactured
Transaction: is this a purchase?
Transaction: is this a purchase?
Do you plan to use Power of Attorney?
Do you plan to use Power of Attorney?
Is this loan Vested in a trust?
Is this loan Vested in a trust?
Borrower Married?
Borrower Married?
Borrower Full Name
Borrower Full Name
Borrower Date of Birth
Borrower Date of Birth
Co-Borrower Full Name
Co-Borrower Full Name
Co-Borrower Date of Birth
Co-Borrower Date of Birth
Total Monthly Household Income
Total Monthly Household Income
Total Monthly Household Assets
Total Monthly Household Assets
Total Monthly Housing Expenses
Total Monthly Housing Expenses
Number of Household Members Living in Subject Property
Number of Household Members Living in Subject Property
Monthly Credit Debt
Monthly Credit Debt
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