Free Professional Reverse Mortgage Assessment

Fill out this 90 second form then a Professional Planner will review your details to provide a free estimate & assessment so you can see if a reverse mortgage is the right fit for you & get you the best deal - or see if there's a better option for you.

Click 'Next' in the bottom right to begin.

What property type is your home? *Please click the choice that most closely resembles the property type - if you have more than one home, choose your main residence

What is the estimated value of your home (in $)? *

eg. $200,000, $500,000, $1m. Please put 'do not know' if you are not sure. Click next or hit Enter when you're done.

Do you have an existing mortgage or line of credit on your home? *

Yes

Is your existing mortgage / line of credit a reverse mortgage?

Yes - it's reverse mortgage

No - it's another type of mortgage / line of credit

Which lender is your reverse mortgage with? *

Home Equity Bank (CHIP)

Bloom

Equitable Bank

In what year did you take out your reverse mortgage? *

If you're not quite sure, just make your best guess - click next or hit Enter when you're done.

What is the balance of your reverse mortgage (roughly)? *

No need to be exact - just an approximate amount will do. Press next in the bottom right or hit Enter when done.

What is the current interest rate on your reverse mortgage? *

Put 'do not know' or 'not sure' if you don't know. Press next in the bottom right or hit Enter when done.

What is the property address?*

Your property address and the location are vital to seeing how much reverse mortgage you qualify for. If you're looking for a reverse mortgage on more than one property, please use your main residence - where you live - for this address. Press next in the bottom right or hit Enter when done.

Address

City

State

Country

Postal Code

Is there a living second applicant - someone else who is also the homeowner or on title to the home?

Yes

eg. A relative or someone else who is on title or also listed as the homeowner

Main applicant information *

Please complete for the person filling out this application. Press next in the bottom right when done.

Second applicant information

Please complete for your spouse or anyone else on title to the home. If you're married, we'll need this information even if they're not on the title. If there is no-one then leave this blank. Press next in the bottom right when done.