Realtor Case Study Form

Name(Required)

First Last

Date

Email(Required)

Phone(Required)

Borrower 1 Age(Required)

Borrower 2 Age(Required)

Has Buyer Identified a Property?(Required)

Yes

List Price(Required)

City(Required)

State(Required)

Preferred Price Range(Required)

Cash to Close Available(Required)

Total Cash Investments (If Known)(Required)

Moving From (City / State)(Required)

Time Frame and Urgency(Required)

Client's Level of Knowledge About the HECM(Required)

Obstacles or Concerns of the Client(s)(Required)

Notes from the Agent (What do you need from us?)(Required)