Agent/Accountant/Advisor Referral Intake Form

@John Thompson @Todd K Ballenger

I met with a NY Life agent who is excited to meet again on Friday to prepare for their first case study / live client implementation of reverse mortgage using Borrow Smart principles and the NY Life agent asked if we have a basic intake form for Reverse scenarios. I can come up with something but thought I’d check to see if something like this exists already so I could implement rather than reinvent the wheel.