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FREE Seniors Home Equity Access Discussion
ABOUT YOUR HOME
What is the approximate value of your home?
*
Do you still owe a mortgage on your home
A
No
B
Yes - if so, how much?
Approximately how much money are you looking to access?
What goals are you trying to achieve using your homes equity?
Extinguish a forward mortgage
Supplement an income shortage
Set up a rainy day fund/Line of Credit
Please provide a brief overview of your main objectives and the desired outcomes you hope to achieve:
Do you plan on staying in your home for the next 10-15 years?
A
Yes
B
No
Tell me about your home (ie. two story, new kitchen, multi-family)
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