DOCUMENTS REQUIRED TO PRE-QUALIFY FOR A  
REVERSE MORTGAGE  
 FOR HOME PURCHASE



 
FROM ALL BUYERS-BORROWERS   (US Citizens and Legal Residents)
 

 
q  FUNDS AVAILABLE  TODAY FOR DOWN PAYMENT & CLOSING COST:
 $___________
.    Available in _______ days
 Source:  [  ] Savings/Investments     [  ] Sale of Asset   [  ] Gift from Relative
 Other (please explain): _________________________________________________
 

q Credit Report Authorization: Download, print, sign   CLICK HERE

q INCOME  q  Copies of the Last two years Tax Returns. (ALL PAGES -SCHEDULES).   : 1) If employed: Pay Stubs, last 30 days,  q  Last 2 years W2  
 2) If Self-Employed:    
q  Profit & Loss Statement Year-to-date q  Last 2 years 1099      
 3) Benefit Award/ Letters from Government and/or pension Plans.

OF THE PROPERTY
 
q Estimated Purchase Price: $_________________  q  Under Contract:  Yes / No
 Address of Property selected (if any): _________________________________________________
 Estimated Closing Date: _______/_______/20______    
q   Not Available:  

q   BUYERS REALTOR (if any):   ______________________________________________
 Mobile: ___________________  email: __________________________________________

q IF BORROWER(S) OWNS OTHER PROPERTIES: Information on EACH:  1) Address, 2) County and State where located  3) if it is Investment or 2nd Home,  4) Property Tax Bill,   5) ALL Insurance Policies’ Declaration pages  6) HOA Payment Amount.  

7) Rent Roll.

 
q Trust: Must be revocable. q   POA.  Please provide copy of the complete document prior to application.
 
q BANKRUPTCY: Chap. 7: 24 months wait from discharge. Chap. 13: 12 months no late payments and Court Authorization if not discharged.  Copy of Discharge Prior to application..
 
q Legal Resident (Green Card): color copy of both sides of the card (face must be recognizable).
 
q Foreclosures:  Yes / No  How many years?: _____  q ShortSales:  Yes / No   Years?: _____
 
q Deed-In-Lieu:  Yes / No  Years?: _____
 

 

 


NOTE: Please have all exhibits ready for our meeting or send to my attention. Failure to provide these documents in a timely manner, may delay the closing. Other documents may be required.  Subject to errors and omissions and to change without prior notice     

  

Reverse Mortgage Home Purchase Estimate Request

If you are Realtor for a Senior Buyer please fill only the Last Name of your customer as identifier. Any contact will be through you. Please include as much requested information as possible. Estimates will be more accurate when Dates of Birth are provided. If you prefer you can print the form and fax it to 786-345-0783 or email it to RodKohly@gmail.com View Privacy Policy: http://HappySeniorHomeOwners.com/PrivacyPolicy

HECM PURCHASE ESTIMATE Request Information Form

Great Florida Lending, Inc

2828 Coral Way, Ste. 470
Miami, FL 33145