Reverse Mortgage

First Name:

Last Name:

Contact Number:

Email Address:

Full address including city, state, zip & county:

How long have you lived at this address?

The property is in:

My name

My Spouse name

Both our names

Someone else's name

If the property is in someone else's name, explain in detail:

Date of Birth:

Social Security Number: (We must pull your credit)

Borrower Race:

Number of Adults in home:

First & Last Names of all Adults that lives in the home: (Everyone that's over age 18:

No. of Units:

Square footage:

Current Value of your home: (You can go to Zillow.com to get a Zestimate)

Existing mortgage balance: (put N/A if Free & Clear)

Monthly mortgage payment: (put N/A if Free & Clear)

Property Tax amount per month:

Hazard Insurance amount per month:

Do you receive any of the following? (Check all that apply)

SSD

SSI

Alimony

Pension

Child Support

Cash Assistants

Other

I do not receive any benefits

If so, how much? (Put the type and the amount next to it per line or put N/A if this doesn't apply to you) INCLUDE ALL OTHER INCOME HERE!

Your total monthly income:

CO-BORROWER'S SECTION: If there's no Co-Borrower, SKIP THIS PAGE! ~ ~ Co-Borrower's Full Name:

Contact Number:

Email Address:

Date of Birth:

Social Security Number: (We must pull your credit)

Do you receive any of the following? (Check all that apply)

SSD

SSI

Alimony

Pension

Child Support

Cash Assistants

Other

I do not receive any benefits

If so, how much? (Put the type and the amount next to it per line) INCLUDE ALL OTHER INCOME HERE!

Your total monthly income:

Overall Total Income per month from you and Spouse (if any):

If this is a Foreclosure Bailout, provide detailed information on why you are in foreclosure: (at least 3 paragraphs explaining the situation. If this is not a Foreclosure bailout, put N/A)

If your property is currently on the market for sale, you must take the listing down as soon as possible in order to move forward, do you understand?

No, my property is not on the market

No, I want to get pre-approved first then I will take it off the market

Yes, I understand & it will be off the market within 24hrs.

You and your spouse (If any) must attend a Counseling Session, it is required with all Reverse Mortgage loans. A list of Counselors will be provided. Do you understand?

No

Yes

There will be a one-time Tri-Merge Credit Report fee of $45 per borrower & an Invoice will be e-mailed to you. PhoneOps has to pull your credit to see what you qualify for. Do you understand?

No, Disregard my Application

Yes, invoice me for 1 borrower: $45

Yes, invoice me for 2 borrowers: $90

NOTE: If your credit is lock, you must unlock your credit from all 3 Credit Bureaus after you pay your invoice & keep it unlocked for at least 5 days to avoid paying another Invoice Fee of $45 per borrower. Do you understand?

No, Disregard my Application

Yes, all 3 Credit Scores are Unlocked. PhoneOps may pull my/our Credit

Enter the name of the person that sent you to this site to place your file as "Priority".

This completes the Application. Please Rate your opinion:

1-Boring

2-Too long

3-It was fine. Not too long

4-Anxious in getting Pre-Approved

5-Excited, would like for someone to call me ASAP!

After clicking the Submit Button below, you'll be re-directed to download the Check List. This is part of our 3-Step Process to get pre-approved. Will you download the Check List after this application?

No

Yes

5 + 7 =

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