SeeMyOptions – Reverse Mortgage Proposal SeeMyOptions - Reverse Mortgage Form Fill out this form to get a Reverse Mortgage Proposal and to be contacted by a licensed reverse mortgage professional in your local area. You will receive your eligibility and quote within 24 hours of submitting this form. Step 1 of 4 - Reverse Mortgage Preliminary Info 0% The information on this form will be used by a licensed lender to produce an accurate Reverse Mortgage proposal based solely on the information you provide WITHOUT running your credit. Please fill out all fields as accurately as you can to ensure a quality result for your situation. THIS INFORMATION WILL NOT BE DISTRIBUTED BEYOND THIS PROPOSAL.Is the Borrower or their living Spouse 55 years old or older?*YesNoOnly Seniors 55 and Older are eligible for Retirement Mortgage Options:*How did you hear about us?*Select OneTelevisionRadioWebSocial Media (Facebook or Twitter)?Direct Referral/OtherWho Referred you to us?*Who is filling out this form?*BorrowerBorrower POA (Power of Attorney)Friend or Family MemberLoan OfficerReal Estate AgentLoan Officer Name:* First Last Loan Officer Cell Phone:*Loan Officer Email:*Real Estate Agent Name:* First Last Real Estate Agent Cell Phone:*Real Estate Agent Email:*Is the Borrower or their living spouse (if any) a US Veteran?*YesNoPlease select the branch of the military:*Select OneUS ArmyUS Air ForceUS MarinesUS NavyUS Coast GuardOtherDoes the Borrower or their living spouse (If Any) have any VA Disability status?*YesNoIs the borrower a US Citizen? (You CAN still qualify you answer No)*YesNoAre you planning on refinancing or purchasing with a reverse mortgage?*Select OnePurchase a new homeRefinance a property I live inAre you already working with a Real Estate Agent?*YesNoReal Estate Agent Name:* First Last Real Estate Agent Cell Phone:*Real Estate Agent Email:*Would you like us to send a copy of this proposal to your Real Estate Agent?*Yes I authorize the Loan Officer to send my agent a copy of the proposalNo Just send a copy to my email address in this formWould you like us to refer you to a trusted Real Estate Agent who is an expert in your situation?*YesNo What is the total household annual income?*Primary Borrower Legal Name:* First Middle Last Primary Borrower Date of Birth: Date Format: MM slash DD slash YYYY Is the Primary Borrower Legally Competent to sign?*Select OneYesNoPrimary Borrower - What does your credit rating look like?*Please answer honestly Select onePremium (800+ FICO Score)Excellent (740+ FICO Score)Good (700-739 FICO Score)Above Average (660-699)Average (620-659 FICO Score)Below Average (580-619 FICO Score)Poor (500-579 FICO Score)Needs Repair (499 or lower)Primary Borrower Contact Email Address* Primary Borrower Contact Cell Phone*Is your spouse going to be a Co-borrower on this loan?*YesNoSpouse / Co-borrower Name* First Middle Last Spouse / Co-borrower Birth Date* Date Format: MM slash DD slash YYYY Is your Spouse / Co-borrower Legally Competent to sign?*YesNoWhat does your Spouse / Co-borrower's rating look like?*Please answer honestlySelect oneExcellent (740+ FICO Score)Good (700-739 FICO Score)Above Average (660-699)Average (620-659 FICO Score)Below Average (580-619 FICO Score)Poor (500-579 FICO Score)Needs Repair (499 or lower) What is the Property Address you are looking to refinance with a reverse mortgage?* Street Address Address Line 2 City State AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code Is this property your PRIMARY Residence? (Where you live over 6 months a year)*Select oneYes it is my PrimaryNo it is a RentalNo it is a Second HomeNo - Someone else in the family lives thereOn the property you are refinancing, Do you want to take cash out?*Answer yes if you want money given to you at the close of escrow. Answer no if you just want to refinance an existing mortgage only with no extra money given to you at the close of escrow.YesNoEnter the amount of cash you would like after the loan funds:*If you own your home free and clear put the amount of money you want to borrow. If you have an existing mortgage, enter the amount of money you want to borrow above the existing loan amount:What are the Annual Real Estate Taxes on the property you are refinancing?*Enter your best guess or 0 if you don't knowHow much is the Annual Property Insurance for the property you are refinancing?*Enter your best guess or 0 if you don't knowHow much is the property you are refinancing worth?*On the property you are refinancing, is there a First Mortgage?*YesNoHow much do you owe on the 1st Mortgage?*How much is the monthly payment on the 1st Mortgage?*Have you had a late payment in the last 6 - 12 Mo on the First Mortgage?*YesNoDoes Your Payment on the 1st Mortgage Include Taxes and Insurance*YesNoOn the Property you are refinancing, Is there a 2nd Mortgage?*YesNoWhat is the 2nd Mortgage Loan Balance*What is the 2nd Mortgage Payment?*Have you had a late payment in the last 6 - 12 Mo on the Second Mortgage?*YesNoDo you have an accepted offer on the property you are trying to purchase with a reverse mortgage?*YesNoWhat is the Property Address that you have an accepted offer to purchase with a reverse mortgage?* Street Address Address Line 2 City State AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific ZIP Code What is the most likely Zip Code you will be purchasing in?*Is property you are purchasing going to be your PRIMARY Residence? (Where you live over 6 months a year)*Select oneYes it will be my Primary ResidenceNo it will be a RentalNo it will be a Second HomeNo - Someone else in the family will be living thereWhat is the maximum purchase price you are looking to pay for the property you want to purchase?* HAVE YOU EVER FILED FOR BANKRUPTCY?*YesNoWhat Type of Bankruptcy did you file?*Chapter 7 (complete Bankruptcy)Chapter 13 (Reorganization Bankruptcy)What was the date you filed Bankruptcy?* Date Format: MM slash DD slash YYYY Has your bankruptcy been discharged?*YesNoEnter the date of Discharge* Date Format: MM slash DD slash YYYY Is the Property in a Trust or Living Will?*YesNoHave you refinanced in the last 12 months?*YesNoNOTES / SUMMARY OF YOUR SITUATION AND GOALS:Where can we call you if we need more information?*What email do you want the Loan Proposal / Quote sent to?* Would you like to be contacted by text message as well*YesNoClick Yes if you authorize us to contact you via text. NO ADVERTISEMENTS will be sent to your cell phone. Only communications regarding THIS loan enquiry.Would you like to schedule an appointment to review the proposal we are sending you?*We will have the best suited professional in your area call you on the day and time you request.YesNoPlease Select what Time Zone you are located in:*Select OnePacificMountainCentralEasternAlaskaHawaiiEnter the date you would like to be contacted:* Date Format: MM slash DD slash YYYY Please Select the best time to contact you on the date selected above:*Select One8am - 10am10am - 12pm12pm - 2pm2pm - 4pm4pm - 6pm6pm - 8pmThe information on this form will be reviewed by a licensed lender to produce an accurate quote based solely on this information you have provided. It is NOT a commitment of any kind. Please fill out all fields as accurately as you can to ensure a quality result for your situation. SeeMyOptions is not a lender, but is an education and informational service. SeeMyOptions will assist you to prepare the information required to meet with a lender.Captcha
