HECM Pre-Application Form

Home Equity Conversion Mortgage

Pre-Qualification Strategy Form
iCOVEST HECM LOAN STRATEGIES CAN EMPOWER YOUR CASH FLOW
…when done right!

Complete this form to initiate contact with your Strategic Philanthropist to see how iCovest Life can structure a comprehensive winning mortgage strategy for you and your family today! Learn how you can make your mortgage work for you, and not you work for it!

CLICK EACH SECTION BELOW TO PROVIDE YOUR INFORMATION

Application Source
Application Date

YearMonthDay
4 digit year, 2 digit month, 2 digit dayApplication Date
Purpose of HECM Loan
Additional Reasons for HECM Loan:

Borrower Name

First NameLast Name
Phone Number
Format: (000) 000-0000.
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Email
example@example.com
Gender

Other
Marital Status

Other
Ethnicity
Race

Special Conditions

Rows	Yes	No
Power of Attorney
Borrower Competency ~ Mental Condition
Borrower Incapacitated ~ Physical Condition

*If The Borrower is Married We Must Know the Spouse’s DOB Unless the Spouse Does Not Reside in the Subject Property

Spouse or Co-Borrower Name

First NameLast Name
Please Select One
Phone Number
Format: (000) 000-0000.
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Email
example@example.com
Gender

Other
Marital Status

Other
Ethnicity
Race

Special Conditions

Rows	Yes	No
Power of Attorney
Borrower Competency ~ Mental Condition
Borrower Incapacitated ~ Physical Condition

Property Type
Primary Residence

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Cash Value & Obligations

Rows	Cash Value (USD)
Estimated Property Value
Mortgage Balance (Existing)
Mortgage Payment (Monthly Minimum)
Additional Liens (Total Pay-Off)
Property Tax (Total Amount)
Hazard Insurance (Total Amount)

Home Square Footage
Primary Residence
Years at Address
Primary Residence

Property Data

Rows	Yes	No
Primary Residence
Owner Occupied
Existing FHA Loan
Property in Bankruptcy
Property in Foreclosure
Property held in Trust

Borrower Income
Monthly Gross Income
Co-Borrower Income
Monthly Gross Income
Total Assets Combined
Total of All Cash Value (i.e. Checking, Savings, IRA, 401k, 403b, Stocks, Bonds, etc.)
Debt Monthly Minimum Payments (w/o Mtg)
Enter the Total of Your Monthly Minimum Payment(s)

Other Debt Obligations

Rows	Yes	No
Outstanding Judgments
Default on Federal Debt

Appointment Set For Applicant (According to PST)

1 Proposal -4 2 Counseling -4
3 Application -44 FHA Case # Request -4
5 Order Services (Appraisal) -4
6 Submit to Underwriting
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