ClarityKeep professional resource
Advisor Scenario-Request Checklist
A minimum-data checklist for requesting an educational reverse mortgage scenario.
Goal and timing
- Household goal
- Expected years in the home
- State and broad property type
Planning inputs
- Approximate age band, not a full date of birth
- Approximate property-value range
- Approximate mortgage/lien range
- Property-charge budget and known pressure points
Alternatives and consent
- Alternatives already reviewed
- People the homeowner wants involved
- Written permission before any referral follow-up
Do not send in an ordinary referral
- Social Security numbers
- Bank or credit records
- Identity documents
- Full birth dates
- A loan application or unredacted sensitive documents