A platform designed to help Loan Officers provide reverse solutions without extra work.
Clear communication and honest guidance so you can always know where your loan stands.
Efficient processes that are tailored to align with each client's unique goals and financial picture.
How a referral works
You share a bit about your client, their property, and their goals.
Our Reverse eam educates, advises, and structures the right solution—while keeping you updated at every stage.
why choose us
You earn competitive referral fees on every reverse mortgage introduction — our team handles everything else from there.
Our streamlined process supports clients from first call to closing with clear communication and a true "World Class Client Experience".
Our concierge spends 5-15 hours per client managing communication and updates so everyone stays informed without adding to your workload.
We guide seniors, families, and advisors through every detail with patient, specialized communication that reduces stress and fallout.
Every partner you refer is tagged to you in our Reverse CRM, so you earn fees on future clients automatically — no extra work.
Get discounted access to the Equity Wealth Academy to learn reverse professionally and gain tools that expand your referral opportunities.
trusted by loan officers
"Christina has recently helped me close a few Reverse Mortgages. She is extremely patient and held my hand through the entire process. Her and her team were there to support me and made sure that I had all the tools to succeed. Her passion and desire to help this demographic is clear in everything she does. I am honored to have her as a partner as I originate more Reverse files." - Jodi Ryder, LO
"I work exclusively with Christina Harmes and her team of professionals. They are consistent and get loans through with great skill and precision. Having said that, what I'm most impressed with is kindness, patience, and gentleness with which they work. Christina and her team take the time to understand the individual needs of each borrower in a way that makes her stand out as a leader in our industry." - Therese A. Hartmann, LO
education resources
Join weekly live trainings every Wednesday to build confidence, improve your reverse knowledge, and get real-time Q&A support.
Your clients work directly with a Certified Reverse Mortgage Professional (CRMP), ensuring accuracy, integrity, and trusted expert guidance.
Your advisors and realtors can attend our monthly education webinars for professional-level training — while you stay tagged as their referring Loan Officer.
how it works
Provide the client’s information through our secure online form. We’ll take it from there.
Our team schedules a personalized call with the client to review their financial situation and discuss reverse mortgage solutions.
We evaluate eligibility and present clear loan options tailored to the client’s goals.
After closing, your referral fee is paid and tracked in our system, so you’re always credited for future clients.

A trusted team of Reverse Mortgage Professionals focused on providing expert guidance and support
every step of the process.
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