PRIVATE & CONFIDENTIAL

Request a Jumbo Reverse Purchase Pre-Qualification Review

Planning to purchase a high-value California primary residence? Provide a few basic details and Frank Stiebel can review your scenario for potential Jumbo Reverse for Purchase financing.

Private Submission Confidential No SSN Required No Credit Inquiry at This Stage

A Jumbo Reverse Mortgage for Purchase may allow an eligible borrower age 55 or older to purchase a high-value California primary residence using a combination of cash and reverse mortgage financing, potentially without required monthly principal and interest payments.

Your first step is not a full loan application. Submit the basic information below so Frank Stiebel can review the proposed purchase and determine whether a preliminary purchase qualification review may be appropriate.

Why request this before making an offer?
A preliminary qualification review can help you understand the potential financing structure and approximate cash contribution before you commit to a purchase transaction.

1. Your Contact Information

How should Frank contact you about your purchase scenario?

First Name *

Last Name *

Email Address *

Mobile Phone *

2. Your Proposed Purchase

Approximate information is fine. No appraisal is required for this preliminary review.

Property Address *

ZIP Code *

Estimated Purchase Price *

An approximate purchase price is sufficient for this initial review.

Property Type *

Will this be your primary residence? *

3. Borrower Information

The age of the youngest borrower can materially affect available reverse mortgage proceeds.

Youngest Borrower's Date of Birth *

Please enter the date of birth rather than the age.

Will there be another borrower on the transaction? *

Additional Borrower's DOB

Leave blank if there is no additional borrower.

4. Purchase Funds and Financial Profile

Approximate figures are all we need for this initial review.

Approximate Cash Available for the Purchase *

Primary Source of Purchase Funds *

Approximate Monthly Household Income *

Existing Mortgage or Other Debt That Must Be Considered

Estimated Credit Profile *

No credit report is required for this preliminary request.

5. Your Purchase Timeline

This helps Frank understand where you are in the purchase process.

When Are You Planning to Purchase? *

Do You Already Have a Property Identified? *

6. Anything Else Frank Should Know?

Optional. Tell us anything that may help us understand your purchase strategy.

Your Information Is Confidential

The information you provide is used to help evaluate your potential Jumbo Reverse for Purchase options and respond to your request. We do not require your Social Security number, bank account number or password for this preliminary review.

I agree that S.O.S. Loans may contact me by phone, text, or email regarding my reverse mortgage purchase inquiry.

I understand that this preliminary purchase qualification review is not an approval or commitment to lend and that additional information may be required.

Request Your Purchase Qualification Review

Submit your information privately. Frank Stiebel will review the basic scenario and contact you regarding potential Jumbo Reverse for Purchase financing and next steps.

Private - Confidential - No Obligation

Your California Reverse Mortgage Broker

Frank Stiebel

Frank Stiebel specializes in high-value California reverse mortgage scenarios, including proprietary Jumbo Reverse for Purchase transactions.

Direct: 1-800-503-6648 ext. 2

Important: A preliminary purchase qualification review is not a loan approval, commitment to lend, or guarantee that financing will be available. Final eligibility, loan amount, interest rate, costs, property eligibility and other terms are subject to applicable program guidelines, documentation, appraisal, financial assessment and underwriting approval.

Reverse mortgage borrowers remain responsible for property taxes, homeowners insurance, maintenance and other applicable property charges and loan obligations. The property must satisfy applicable occupancy and program requirements.

S.O.S. Loans is a CFL Mortgage Broker NMLS ID: 2222125.