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Senior Freedom Experts  Have Been Helping Seniors With Texas Reverse Mortgages Since 2002"
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817-313-4323

Call Now!  Phone

Answered  24-7

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DOCUMENTS LIST -

Click on the link

 

12 Day Letter - Sample

 

2 Payment Tax Information (Tarrant Co)

 

AAG Loan Transfer Request Assign to AAG

 

Advertising disclosure (HUD Required)

 

Advertising Disclosure (TX Required)

 

Affidavit of Correct Name

 

Affidavit of Marital Status

 

Affidavit of non-Production (Oil Lease)

 

Affiliated providers Disclosure sample

Allowable and Non-Allowable Fees

Amendatory Clause (HUD required Purchase Form)

ANSWERS  (mod  6-2-14)

Anti-Money Laundering Policy & Procedures

Application Checklist -Supporting Docs

Appraisal and Case Number Expirations

Appraisal Value Rebuttal Form

Art & Logos (Cut & Paste from Word)

Assumed Name Notification

Authorization To Pull Credit (prior to Application)

Authorization To Pull Credit Non-Borrowing Spouse

Authorization to Release Borrower Information

Borrower Paid Fees

Brochure Disclosure (HUD Required)

Calyx Acct manager for new LO signup

Case number and Appraisal Expirations

Certificate of Owner Occupancy

Certification of married borrowers

Checklist for stacking and scanning apps for

    Upload to the notes section of RV

Checklist - For HECM Purchase

CLEAR TO CLOSE Attitude

Closing Funds Requirements

Co-Signed Accounts & FA

Counseling Choice Disclosure

Credit - FA Guidelines

CREDIT CARD AUTHORIZATION FORM

Credit Denial Form - Fillform

Credit Pull Authorization (prior to Application)

Direct Deposit Form

Disclosure HUD Required

Docs From Another Lender

Employee Handbook

Equal Housing lender Logo

Expenses Allowed for Pre-Tax Reimbursement

Expense Reporting Form

FA - Calculator

FA - Financial Assessment Booklet

FA - Financial Prequalification Form (Urban)

FA - Income Cheat Sheet (Urban)

Financial Assessment Guide

Fax Header General Layout

FAR Loan Transfer Request Assign to FAR

Federal Income Tax Brackets 2014

Fees - Allowable and Non-Allowable

FHA Amendatory Clause for Purchases

FirstBank Loan Transfer Request Assign to FirstBank

Flyer Disclosure (HUD Required)

Funds to Close Seasoning Requirements

Funds to Close Verification form (bank)

Genworth (Liberty) software guide

Genworth (Liberty) submission checklist

GFE Fees (Typical range of costs)

Gift Letter

HUD Required Advertising Disclosure Language

Income Tax Brackets 2014

ID's and acceptable proof of DOB, SSN

I-9 (Blank)

Lenders Choice Appraisal Value Rebuttal Form

Letterhead(Meets Feds requirements)

Liens - Seasoning of liens

Live Well Loan Transfer Request Assign to Live Well

Loan Information Report

Loan Transaction Report (Excel)

Loan Transfer Request Assign to AAG

Loan Transfer Request Assign to Live Well

Loan Transfer Request Assign to FAR

Loan Transfer Request Assign to FirstBank

Logo (Equal Housingf lender)

Logo (SFI)

Logos (Cut & Paste from Word)

Manufactured Homes Foundation Company

Manufactured Homes requirements

Manufactured Homes Checklist

Manufactured Homes Ownership History Source

Married borrowers Disclosure

Mechanics Liens Policy

Mortgage Call Report form

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

QC Policies & Procedures

Quicken (Forward Mortgages) Contact

Rebuttal Form Appraisal Value Lenders Choice

Recruiting Guidelines for loan Officers

Recruiting Realtors as LO's

Request for Verification of Funds

Required Providers Disclosure Sample

Residual Income tables

Reverse Mortgage Checklist

Reversevision Installation

Reversevision Cleanup Tool (fix RV)

Seasoning of liens

Settlement Service Privider List (sample)

SFI Logo

Signature / Date Affidavit

Social Security Income Documedntation

Submission Checklist AAG

Submission Checklist Live Well Financial

Submission Checklist Finance America Reverse - FA

Submission Checklist Finance America Reverse - XLS

Supporting Information & Document Checklist - FA

Submission Checklist Initial - Quicken

Tax Brackets 2014

Tax Deferrals Q & A

Tax Exemptions Policy (Property taxes)

Tax Payment Plans (From TX Tax Code)

Tax Payment Plan (2 Payments)

Tax Returns in FA - Tips

Texas Required Advertising Disclosure

Transfer Request Assign to AAG

Transfer Request Assign to Live Well

Transfer Request Assign to FAR

Transfer Request Assign to FirstBank

Trust Removal Certificate (Fillform)

Urban Loan Transfer Request Assign to urban

Using Docs From Another Lender

Value  Rebuttal Form Appraisal Lenders Choice

Verification of Closing Funds -

Well and Septic Disclosure

W-4 (2016)

REVERSEVISION

DOWNLOADING, INSTRUCTIONS & TIPS

 

MARKETING - Click on the link

 

ANSWERS  (6-2-2014)

5 Ways RM can Be Retirement Planning tool

Art & Logos (Copy & Paste)

Article - HECM Retirement vs Annuities

Article - Chicago Times

Article - Dallas Morning News     

Article - Reverses vs Sub-Prime

Article - HUD Sec. Jackson 1

Article - HUD Sec. Jackson 2

Article - LA Times

Article - RM become planning tool

Article - RM Sense for Fin. Planning

Article - Statesman Ken Burns

Article - Suze Orman

Article - Top 8 RM Myths

Article - Tripled Win For retirees

Bankruptcy Attorney Letter

Checklist For Borrower

Cover Letter - 1st Application

  Q & A for 1st Application

  Article for 1st Application

Cover letter-2nd app followup

Facilitating Retirement Article

Lead generating options

Lead Purchase Program

Letter - Ask for Referrals

Letter - Closing Thank You

Letter - Cover Unknown Client Age

Script - For Purchased Leads

Script - Phone-in

Script - Sales Points

Testimonial-1

Testimonial-2

Testimonial-3

Testimonial-4

 

SENIOR FREEDOM INC

FEIN: 47-1027511

NMLS: 1203862

 

EMPLOYMENT

APPLICATION DOCUMENTS:

 

SFI Employment Application Docs

 

FOR RECRUITING DOCS:

Email Pat O'Neil

Email Lawrence Berggoetz

I-9

W-4

 

BROCHURES

Nick Brochure webpage

Nick Brochure jpeg

Nick Brochure pdf

Nick Brochure tiff

 

Preston Brochure webpage

Preston Brochure pdf

Preston Brochure jpeg

Preston Brochure tiff

 

Ray Brochure webpage

Ray Brochure pdf

Ray Brochure jpeg

Ray Brochure tiff

 

Gary Brochure webpage

Gary Brochure pdf

Gary Brochure jpeg

Gary Brochure tiff