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Retirement Mortgage Interest Form

Tell Me a Little About What You’re Exploring

Whether you already have a Discovery Meeting scheduled or would like me to contact you to arrange one, this form gives me a little information about you, your home, and what you would like to explore. If we already have a meeting scheduled, completing the form ahead of time helps me prepare for our conversation.


If you haven't scheduled yet, simply complete the form and I will contact you to find a convenient time for a Discovery Meeting. There is no obligation, and you do not need to know which mortgage option—or whether any mortgage option—is right for you before we talk.

About You

Where are you in the process?
I already have a Discovery Meeting scheduled
I would like Shannon to contact me to schedule a Discovery Meeting
I am gathering information and have a question

Your Home

Please enter your property address below

Property Address
What would you most like to explore?
Home & Mortgage Information
Do you currently have a mortgage, HELOC, or other loan secured by the home?
Yes
No
I'm not sure
Property Taxes & Insurance
Are you current on your property taxes?
Yes
No
I'm not sure
Is your homeowners insurance current?
Yes
No
I'm not sure
Are you currently receiving a senior property tax exemption or deferral?
Yes
No
I'm not sure
Does your mortgage payment include homeowners' insurance and property tax payments (Escrow).
Yes
No
I am not sure
Income Information
Income Sources
What would you like me to know before we talk?

Is there anything about your home, current mortgage, retirement plans, or questions you'd especially like us to discuss?

Thank you for sharing this information.

If you already have a Discovery Meeting scheduled, I'll use it to help prepare for our conversation. If you'd like to schedule a meeting, I'll reach out using the contact information you've provided.


A Discovery Meeting is simply an opportunity to talk through your situation, answer questions, and determine what—if anything—is worth exploring further.

Not Sure Where to Begin? 

A complimentary Housing Wealth Review is simply a conversation about where you are today, what you want for the future, and how your home may fit into those plans.

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