Our passion is helping seniors overcome the challenge of not having enough income or cash. The financial tool we specialize in is a reverse mortgage. We help homeowners, home buyers, and professionals who refer to us.
Frequently, we hear thoughtful questions like:
• How do I know if this is suitable or right for me?
• What does it take to qualify or would I be eligible?
• What are the benefits, costs, pros and cons?
• What are the steps and how long do they take?
This article includes two videos: 1) an Overview of the process; 2) an Explanation of each of the steps, and an opportunity to download a one-page Map that shows approximately when steps occur.
Reverse Mortgage Process Overview ~ Video One
A professional seeks first to understand (by asking questions and listening), which is why we developed the Financial Clarity Questionnaire™.
They teach second (by answering the questions they were asked and those the client didn't know to ask), and they follow a well-thought-out process that ensures the client's needs come first and the relationship is the focal point.
This first video is a short, high-level overview of what should happen when someone is considering a reverse mortgage.
Now that you have a sense of the big picture, you can click the button below for a richer, more detailed explanation of all the steps that make up The Reverse Advisor™ unique process.
We have put countless hours into designing an experience that provides clarity, enhances your peace of mind, and helps you make wise financial decisions. Government-regulated loans involve a lot of work, a lot of time, and many companies working behind the scenes. The trade-off to have a safer product is worth it when it protects seniors.
Take ten minutes and watch the second video so you'll really understand all that is involved. When you do, you'll have a better sense of all the steps in getting a reverse mortgage than most people in this industry. Click the button below to go to step 2 and watch the details explanation video.
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