2-Minute Quiz

See what your
home equity could do.

Answer 7 quick questions. We'll show you which strategy may fit your situation, no commitment, no credit pull, no pressure.

Step 1 of 7 14%
Question 1 of 7
How old are you?
We're asking about the youngest person who will be on the title.
Question 2 of 7
What type of property is this?
The home you're thinking about using for equity access.
Question 3 of 7
Do you have an existing mortgage on this home?
And if so, roughly what rate did you get?
Question 4 of 7
What are you trying to accomplish?
Pick the one that fits best, we can cover the others in a conversation.
Question 5 of 7
How would you describe your income?
This helps us understand which programs you may qualify for.
Question 6 of 7
How's your monthly cash flow right now?
Be honest, this is just between us and helps us find the right fit.
Question 7 of 7
What's a rough estimate of your home's value?
A ballpark is fine, no appraisal needed at this stage.
Almost there
Where should we send your results?
We'll follow up with a brief call, no commitment, no pressure.
Your information is private. We don't sell leads or share your information with third parties. You'll hear from David directly.
We'll send your results here too.
⏳

Not quite yet, but worth planning for.

The equity access programs we specialize in are designed for homeowners 55 and older. You have time on your side, and starting the conversation now means you'll know exactly what's available when you get there.

In the meantime, there may be conventional home equity options worth considering. Happy to point you in the right direction.

Schedule a Conversation Call David: (602) 510-1520

Or return to the home page to learn more.

↩ Start over

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You're in gateway territory.

You're closer than you might think. Some proprietary programs allow equity access starting at 55, and at 62, the full reverse mortgage product menu opens up. Depending on your home value and situation, there may be options available to you right now.

This is a short conversation that could open some doors. No commitment, no credit pull, just an honest look at what's available for your age and situation.

See What's Available Now Call David: (602) 510-1520

Or return to the home page to learn more.

↩ Start over

🔑

Investment property, let's talk.

Reverse mortgage programs require primary residence occupancy, so those products aren't available for investment or rental properties.

That said, there are specialized investor lending options, including programs that qualify based on rental income rather than personal income, that may be worth exploring. This is a shorter conversation than you might think.

Schedule a Conversation Call David Directly

↩ Start over

Questions about the quiz

How does the Find Your Fit quiz work?

The quiz asks 7 quick questions about your age, home, existing mortgage, goals, income, cash flow, and home value, then suggests the senior home equity strategy most likely to fit your situation. It takes about two minutes and is for informational purposes only.

Does taking the quiz affect my credit score?

No. The quiz does not involve a credit pull and has no effect on your credit score. It only uses the answers you provide to suggest which product category to explore.

Is the quiz result a loan offer or pre-qualification?

No. Quiz results are for informational purposes only and are not a loan offer, pre-qualification, or commitment to lend. All loan programs are subject to credit approval, income verification, appraisal, and lender guidelines.

Who reviews my quiz results?

David Rider, CRMP (NMLS #200787), reviews your results and follows up directly. Your information is kept private and is not sold or shared with third parties.

What home equity options does the quiz cover?

The quiz can point toward a traditional HECM reverse mortgage, a no-payment reverse second mortgage, an interest-only senior second, a proprietary jumbo reverse mortgage for high-value homes, or a HELOC, depending on your age, occupancy, existing mortgage, and goals.