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502 W. Cordova Rd.
Santa Fe, NM 87505

 
 

Contact Info:

John L Ruybalid
Reverse Mortgage Specialist
Phone: 505-690-1029
Other: 800-758-6115
Fax: 505-984-8664

 
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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)


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Quest Mortgage
502 W. Cordova Rd. Santa Fe, NM 87505
Phone: 505-690-1029   Fax: 505-984-8664
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