Reverse Mortgage Case Study

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I’m happy to assist you and your clients. Please provide whatever information about your client that are able to or comfortable with.

If you prefer to talk it over, please give me a text or call 805-709-7234.

YOUR INFORMATION

First and Last Name(Required)

First Last

Phone(Required)

Email(Required)

NECESSARY CLIENT INFORMATION

First and Last Name(Required)

First Last

Phone(Required)

Email

OPTIONAL CLIENT INFORMATION

City

State

Borrower Age

Coborrower Age

Approximate Household Income (If Known)

HOME DETAILS

Home Value $

Qualified Funds (If Known)

1st Mort. Balance

Interest Rate

Monthly Payment

2nd Mortgage/HELOC Balance

Interest Rate

Monthly Payment

Net Proceeds

Target Purchase Price

Motivation, Goals & Dreams