MY WEALTHY COMMUNITY

MY WEALTHY COMMUNITY

National Homeowner Intake Form

Explore the potential value of your home. This form helps us learn about your home, available equity, funds you're seeking, and what you'd like to accomplish.

This is a preliminary intake form only. Completing this form does not guarantee approval, funding, or participation in the program.

1

About You

2

Your Home

3

Estimated Home Value

4

Your Current Mortgage & Equity

5

How Much Money Are You Seeking?

6

What Would You Use the Money For?

Roof, plumbing, electrical, HVAC, foundation, structural repairs, flooring, painting, or other necessary maintenance.

Kitchen, bathroom, addition, remodeling, landscaping, accessibility improvements, or other upgrades.

Credit cards, personal loans, medical debt, or other high-interest obligations.

7

When Do You Need the Money?

8

Your Ownership of the Home

9

Property Status

10

Your Future Plans for the Home

11

Your Understanding of the Program

MY WEALTHY COMMUNITY may provide qualifying homeowners with access to funds in exchange for contractual participation associated with the future value or equity of the property.

12

Documents

If your preliminary information indicates that your property may qualify, you may later be asked to provide documentation such as: government-issued ID, property deed, mortgage statement, HELOC/second-mortgage statement, property-tax info, homeowners-insurance info, lien information, property valuation/appraisal, or other documents.

13

Your Goals

14

How Did You Hear About MY WEALTHY COMMUNITY?

15

Contact Authorization

✓

Applicant Certification

By submitting this preliminary intake form, I confirm that the information I have provided is true and accurate to the best of my knowledge.

I understand that:

  • This form is an initial inquiry and pre-qualification questionnaire.
  • Submission does not constitute approval or a commitment to provide funds.
  • Additional property, ownership, financial, and other documentation may be required.
  • Any potential transaction will be subject to eligibility requirements, verification, valuation, applicable laws and regulations, and separate written agreements.
  • The terms of any transaction will be provided separately before I make a final decision.
  • I may seek independent legal, tax, and financial advice before entering into any agreement.
  • I understand that a home-equity participation arrangement may involve sharing in future property appreciation or equity.
  • I understand that the final amount, terms, costs, and participation percentage, if any, will be determined separately and disclosed before any transaction is completed.

Your information is securely stored and will be reviewed by our team. A representative may contact you if your property meets initial criteria.

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