Loan Checklist
The following list of items has been compiled for your convenience. Please bring this information with you in order to expedite the processing of your reverse mortgage:
Picture ID
Evidence of date of birth (birth certificate, driver's license, state issued ID)
Proof of Social Security number (SS Card, Medicare Card, 1099 with SSN clearly stated)
Evidence of Homeowner's Insurance (Declarations page)
Original signed and dated Counseling Certificate
Check for $500.00 to cover appraisal fee (check must be payable to Quest Mortgage)
If the property is in a trust: bring a copy of the Trust Agreement
If you have filed bankruptcy within the last ten years: bring a copy of the Discharge of Bankruptcy
Name, address and phone number of Alternative contact person(s)
Copy of a deed or Owner's Policy of Title Insurance so that we have the legal description of your property
If you have had any roof repairs done in the last few years, bring a copy of the repair invoice
Boundary survey or Surveyor's Inspection Report (also called an Improvement Location Report or ILR)