Submit a scenario

A quick way for financial planners, CPAs, and other advisors to bring me a Home Equity Conversion Mortgage (HECM) scenario to run. Nothing here is required, and this is a worksheet of illustrative numbers — please don’t enter a client’s name, Social Security number, or account details.

Step 1 of 4 · About you

Illustrative only. Round numbers are fine — this is for a ballpark, not an application.

Youngest borrower’s ageEstimated home value

Existing mortgage balanceProperty type

Property ZIP or county

What is the client exploring? (check any)

Eliminate a monthly mortgage paymentEstablish a standby line of creditBuy a home (HECM for Purchase)Improve monthly cash flowPart of an estate or tax planNot sure yet — let's talk

Anything else I should know?

By sending this you’re asking me to run an illustrative scenario. It is not an application, an offer, or a commitment to lend. I’ll follow up with you, the advisor — not your client.

Got it — thank you.

Your scenario is on its way to me. I’ll follow up with you directly.

Local preview: this prototype confirms on-screen and is not yet connected to the live system.

Submit a scenario

Got it — thank you.

Reverse Mortgages

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