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"Members of our team have been helping Seniors with Reverse Mortgages since 2003"
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Our Team
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DOCUMENTS LIST -

Click on the link

 

12 Day Letter

 

Affidavit of Correct Name

 

Affidavit of Marital Status

Allowable and Non-Allowable Fees

ANSWERS  (mod  6-2-14)

Anti-Money Laundering Policy & Procedures

Application Checklist

 

Assumed Name Notification

Authorization To Pull Credit Non-Borrowing Spouse

Authorization to Release Borrower Information

Borrower Paid Fees

Certificate of Owner Occupancy

Checklist - For Reverse Mortgages

CLEAR TO CLOSE Attitude

Closing Funds Requirements

Counseling Sources List (to avoid RESPA violation, use only the list that prints from Reversevision)

CREDIT CARD AUTHORIZATION FORM

Credit Denial Form - Generic

Direct Deposit Form

Docs From Another Lender

Employee Handbook

Expenses Allowed for Pre-Tax Reimbursement

Expense Reporting Form

Fax Header General Layout

Fees - Allowable and Non-Allowable

Genworth (Liberty) software guide

Genworth (Liberty) submission checklist

GFE Fees (Typical range of costs)

Gift Letter

I-9 (Blank)

Letterhead

Loan Information Report

Loan Transaction Report (Excel)

Loan Transfer Request

Manufactured Homes requirements

Manufactured Homes Checklist

NMLS Transfer Procedures

Non-Allowable and Allowable Fees

Non-Borrowing Spouse Notice

Not me Affidavit (fill in the blanks)

Ownership Interest Certification

Privacy Policy Disclosure

Processing Steps "Clear to Close Attitude

Recruiting Guidelines for loan Officers

Recruiting Realtors as LO's

Request for Verification of Funds

Reverse Mortgage Checklist

Reversevision Cleanup Tool (fix RV)

Settlement Service Privider List (sample)

Signature / Date Affidavit

Submission Checklist AAG

Submission Checklist Live Well Financial

Using Docs From Another Lender

Verification of Closing Funds -

W-4 (2014)