How It Works
Submit the Reverse Referral form and we take it from there.
The Reverse Referral Process
Submit the Form
Complete and submit the Reverse Referral form directly through our website.
Your stepInitial Outreach
The Reverse Mortgage Team schedules a call with the borrower(s) to review goals, process, and pricing.
We handle itDiscuss Loan Options
The Reverse Team prepares personalized Reverse Mortgage Illustrations and reviews them with the borrower(s).
We handle itFollow-Up Support
We nurture the borrower through the process with regular follow-ups, answering questions and helping them feel confident in their decision.
We handle itLoan Application
When the borrower is ready, the Reverse Team guides them, along with their family or advisors if applicable, through counseling, document collection, credit review, lender selection, and loan structuring.
We handle itClosing 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.
We handle itReady to refer your first client?
It takes about two minutes. We'll reach out to your client within one business day, and you decide how involved you'd like to be from there.
Send a Reverse Referral →