Loan Checklist

The following list of items has been compiled for your convenience. Please bring this information with you in order to expedite the processing of your reverse mortgage:

  • Picture ID  
  • Evidence of date of birth (birth certificate, driver's license, state issued ID)  
  • Proof of Social Security number (SS Card, Medicare Card, 1099 with SSN clearly stated)  
  •  Evidence of Homeowner's Insurance (Declarations page)  
  • Original signed and dated Counseling Certificate  
  • Credit or debit card for $550.00 to cover appraisal fee
  • If the property is in a trust: bring a copy of the Trust Agreement  
  • If you have filed bankruptcy within the last ten years: bring a copy of the Discharge of Bankruptcy  
  • Name, address and phone number of Alternative contact person(s)  
  • Copy of a deed or Owner's Policy of Title Insurance so that we have the legal description of your property  
  • If you have had any roof repairs done in the last few years, bring a copy of the repair invoice  
  • Boundary survey or Surveyor's Inspection Report (also called an Improvement Location Report or ILR)

John Ruybalid (NMLS# 201470)

Mortgage Partners - Santa Fe
Phone: 505-690-1029 | Fax: 888-313-5488
417 E. Palace Ave., Unit 3
Santa Fe, New Mexico 87501

Mortgage Partners - Santa Fe is a registered DBA of AKT American Capital, Inc., which is a Real Estate Broker licensed by the CA Bureau of Real Estate - License #01174694 NMLS #264422

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