A specialized reverse mortgage team you can confidently refer your clients to.
Expand your business by offering reverse mortgage expertise without the extra work, and without becoming the expert yourself.
What a referral looks like
From Referral to Reward in 4 Steps
Submit the Referral
Send your client's details securely through our online form.
Your stepClient Consultation
A personalized call reviewing their financial situation and goals.
We handle itThe Loan
We evaluate eligibility, present options, and guide them to closing.
We handle itYou Get Paid
Your referral fee is paid after closing, and tracked for life.
We handle itBuilt for Loan Officers
Earn Generous Fees
Competitive referral fees, with our team handling everything from referral to closing.
Proven Client-Centered System
A streamlined process with clear communication at every milestone.
Dedicated Communication Concierge
5 to 15 hours per client spent managing communication and updates to keep everyone informed.
White-Glove Support
Patient, specialized communication that reduces stress for your client.
Lifetime Referral Tracking
Automatic referral tracking through our Reverse CRM, so you earn fees on future clients.
Grow Expertise & Income
Discounted access to the Equity Wealth Academy to gain tools that expand your referral opportunities.
Real Feedback From Real Partners
Trusted by loan officers.
"The Reverse Mortgage Team at Barrett is awesome. DM me if you want to hear about my experience sending 3 clients over."
Loan Officer
"Christina has recently helped me close a few Reverse Mortgages. She is extremely patient and held my hand through the entire process. Her passion and desire to help this demographic is clear in everything she does."
Loan Officer
"What I'm most impressed with is the 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."
Loan Officer
You bring the relationship. We bring the expertise.
Connect your client with a reverse mortgage specialist who can help them understand their options from start to finish.