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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
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?
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?
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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