Reverse Mortgage Loans

Available to homeowners age 62 and older, reverse mortgages let you tap into your home’s equity without monthly payments. Funds can be received as cash, monthly income, or a line of credit. It’s a way to supplement retirement income while staying in your home.

Scenario

Linda, a 68-year-old widow, wanted to supplement her retirement without selling her home. With a reverse mortgage, she turned her home equity into a monthly income stream — allowing her to stay in the house she loves while reducing financial stress.

“Turn Your Home Into Income — Stay Right Where You Are.”

Borrower Checklist:

  • Age 62 or older

  • Primary residence only

  • Sufficient home equity

Documentation Checklist:

  • Proof of age (driver’s license, ID)

  • Mortgage statement

  • Property tax & insurance bills

  • HUD counseling certificate

34125 US Highway 19

Suites 110 and 200, Office 291

Palm Harbor, FL 34684

1.813466.4319

[email protected]

NMLS: 1693869 | 130562

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