Qualify Your Book in Four Steps

Upload once. We do the screening. You see the numbers in minutes.

Step 1. Upload Your Loan Tape

Download tape template.csv version

Not sure how to lay out your tape? The template has the exact column headers we read, a guide to each field, and a filled-in example.

Loan Tape (.xlsx or .csv, up to 10MB)*

Your client data is transmitted securely and never shared. We use it only to screen for reverse mortgage eligibility. By uploading, you confirm you are authorized to share this data and agree to our Terms of Use and Privacy Policy.

Upload Your Tape

Send a spreadsheet of your closed clients. Excel or CSV, up to 10MB.

We Qualify Every Row

Each client is screened against current reverse mortgage guidelines in minutes.

Unlock the Full List

Unlock the rest of your tape or book a call to see exactly who qualifies and for how much.