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The Documentation You Need for a Reverse Mortgage

The Items You Need to Gather for Your Reverse Mortgage

 

Reverse mortgages have minimal requirements.  You will however require a few documents for your application.

These documents include:

  • photocopies of a drivers license or other photo ID for all borrowers, Power of Attorney, and guardians;
  • photocopies of of the Social Security cards for all borrowers;
  • the original Counseling Certificate;
  • a copy of the tax bill for the property;
  • a copy of the homeowners insurance policy;
  • a copy of the current mortgage statement if you have a mortgage;
  • a copy of a durable Power of Attorney if you are using it;
  • a copy of the Trust Agreement if your property is held in Trust.

Other documents may be required if you have special circumstances.

Call one of our Reverse Mortgage Specialists for a complete list of needed documents.

 

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Mortgage Trust Group, Inc. is licensed in MA, CT, VT, NH, ME, and FL.
740 Main Street, Suite 103, Waltham, MA 02451 - Phone: 866-514-7777
Massachusetts Mortgage Broker and Mortgage Lender #MC2297
New Hampshire Mortgage Banker #5928-MB
Connecticut First Mortgage Lender and Mortgage Broker #10172 and Second Mortgage Lender and Mortgage Broker #14297
Vermont Mortgage Lender #5313; Vermont Mortgage Broker #0379 MB
Maine Mortgage Lender #SLM5925; Florida Mortgage Lender #ML 0500759