2828 Coral Way Ste 470 Miami, FL 33145

Documents Required HECM

Documents Required HECM


(Citizens or Legal Residents)

  • Valid State Issued Drivers License or  Photo ID 
  • Social Security Card-Signed.
  • Current year Social Security Benefit Letter.
  • Last 2 Months Bank Statements ALL Accounts (ALL PAGES).
  • Last 2 Years Tax Returns (ALL PAGES).
  • Last 2 Annual W2 or 1099.
  • Evidence of ALL Income:
  • Any Pension or Retirement Plan. 
  • Salary Check Stubs for the last 30 Days. 
  • Last Mortgage and Liens Statements From all properties.
  • Copy of 4 First Pages of ALL Insurance Policies.
  • Copy of 4 First Pages of Title Insurance Policy
  • HO Association Contact (if any)>
  • Survey 
  • Green Card: Copy of both sides.


  • Current Condo Budget
  • Current Balance Sheet
  • Copy of Master Insurance Policy, Including Flood (if applicable)
  • HO Dues payment History for last 24 months.
  • Other documents may be required.



OTHERS: __________________________________________________________________

ALTERNATIVE CREDIT: Utilities and Personal Loans: Last Statements from: a) electricity,  b) Water/sewer  c) Telephone.  d) Personal Loans: Last Statement AND last 12 cancelled checks.



Request a free, confidential Estimate of the Funds you could expect from a Reverse Mortgage. I will present you with several alternatives so you can make a well thought out decission. Use the Form provided below to contact me. You can also call or email me at 786-262-6486  or  rodkohly@gmail.com

 Quick Reverse Mortgage Quote Form


2828 Coral Way Ste 470
Miami, FL 33145

Great Florida Lending Inc.

NMLS Identifier:314305
Florida License: MBR216
Licensed in Florida, Georgia and Texas

Juan Luis Rodriguez-Kohly

NMLS Identifier: 257898
Florida License: LO 5069
Regulated in Florida by the Florida Office of Financial Regulation
Florida Licensed Real Estate Salesperson Lic 0635518