A specialized reverse mortgage team you can confidently refer your clients to.
Expand Your Business by Providing Reverse Mortgage Expertise with Ease
Reverse Mortgage Made Simple
A platform designed to help Loan Officers provide reverse solutions without extra work.
Transparency Every Step of the Way
Clear communication and honest guidance so you can always know where your loan stands.
Personalized Mortgage Solutions
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 Team educates, advises, and structures the right solution—while keeping you updated at every stage.
why choose us
Built for Loan Officers. Designed for Success.
Earn Generous Fees
You earn competitive referral fees on every reverse mortgage introduction — our team handles everything else from there.
Proven Client-Centered System
Our streamlined process supports clients from first call to closing with clear communication and a true "World Class Client Experience".
Dedicated Client Communication Concierge
Our concierge spends 5-15 hours per client managing communication and updates so everyone stays informed without adding to your workload.
White-Glove Support
We guide seniors, families, and advisors through every detail with patient, specialized communication that reduces stress and fallout.
Lifetime Referral Tracking
Every partner you refer is tagged to you in our Reverse CRM, so you earn fees on future clients automatically — no extra work.
Grow Your Expertise & Income
Get discounted access to the Equity Wealth Academy to learn reverse professionally and gain tools that expand your referral opportunities.
trusted by loan officers
Real Feedback from Real Partners
"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
HOw to stay informed
Grow Your Reverse Mortgage Confidence
Webinars For Homeowners
Join us for an educational session for homeowners age 55+ designed to explain reverse mortgages and help you better understand your retirement choices.
Webinars For Your Realtor Partners
Learn how housing equity can become a powerful strategy for serving 55+ clients without needing to be a reverse mortgage expert.
Webinars For Your Financial Advisor Partners
An advisor-led session exploring how housing wealth can enhance holistic retirement planning—through real-world cases and practical insights.
how it works
From Referral To
Reward In 4 Steps
Submit the Referral
Provide the client’s information through our secure online form. We’ll take it from there.
Client Consultation
Our team schedules a personalized call with the client to review their financial situation and discuss reverse mortgage solutions.
The Loan
We evaluate eligibility and present clear loan options tailored to the client’s goals.
You Get Paid
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.
Resources
Disclaimers
Disclaimer: Jared Kelley | NMLS #1676089 | Reverse Referral powered by Barrett Financial Group, L.L.C. | NMLS #181106 | 3111 Camino Del Rio North Suite 905, San Diego, CA 92108 | AL 22977 | AZ 0904774 | CA 60DBO-46052 & 41DBO-148702 Licensed by Dept. of Financial Protection & Innovation under the California Residential Mortgage Lending Act. Loans made or arranged pursuant to a California Financing Law License | CO | DE 029971 | FL MLD1880 | GA 181106 | HI 181106 | IN 181106 | KS MC.0025726 | KY MB757252 & MC763707 | MI fl0022342 | MN MN-MO-181106 | MO 181106 | MT 181106 | NC B-203722 | NE | NH 24338-MBR | NJ | SC MLS - 181106 | SD ML.05340 | TN 204577 | TX view complaint policy at barrettfinancial.com/texas-complaint | VA MC-7357 & MC-7357 | WA MB-181106 | Equal Housing Opportunity | Equal Housing Lender | This is not a commitment to lend. All loans are subject to credit approval. | nmlsconsumeraccess.org/EntityDetails.aspx/COMPANY/181106 | barrettfinancial.com
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