How it Works

Submit the Reverse Referral form and we take it from there.

Step by step breakdown

the reverse referral process

Submit the Form

Complete and submit the Reverse Referral form directly through our website.

Initial Outreach

The Reverse Mortgage Team schedules a call with the borrower(s) to review goals, process, and pricing.

Discuss Loan Options

The Reverse Team prepares personalized Reverse Mortgage Illustrations and reviews them with the borrower(s).

Follow-Up Support

We nurture the borrower through the process with regular follow ups to answer questions and help the borrower(s) feel confident in their decision.

Loan Application Process

Once the borrower(s) is ready the Reverse Team guides them (and their family or advisors, if applicable) through counseling, document collection, credit review, lender selection, and loan structuring. The application is sent for signature, with a guided call to review each step.

Closing the Loan

The Reverse Team and Processor submit the file to underwriting, clear conditions, coordinate with title and insurance, and ensure the loan closes smoothly. They also prepare the file for payroll, including the commission worksheet.