Let’s See If You Qualify — Before We Meet

Not everyone qualifies for a reverse mortgage. You need considerable equity in your home OR other liquid assets to make up the difference in order to pay off your underlying mortgage and eliminate that mortgage payment from your life. Please provide your best guess of the following info so I have some context when we talk. Thanks!

Quick Pre-Qualification Form

Full Name(s) *

Age(s) *

Spouse’s Name

Spouse’s Age

Approximate Home Value

Amount Owed on Mortgage(s)

Total Monthly Income

Important Note: Most clients qualify if they’re 62 or older and have at least 70% equity in their current home — or 70% down if purchasing a new one.

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