Reverse Mortgage Broker / Advisor Program
Brokers and Advisors!
Protect your reputation, refer your reverse mortgage clients to experienced experts - The O'Connell Team!
There are many new reverse mortgage programs that can better serve your clients. There are now fixed rates, higher LTV’s, ability to do purchases and to use second homes.
Qualifications:
Requirements:
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Frequently Asked Questions
Can I get paid for referring a client to you? Yes, by participating in our Advisor program you will be paid at the close of escrow. You will not be simply passing on a name, but assisting your client in obtaining a reverse mortgage.
What is the process start to finish? Fill in the form below, ensuring that you check the box marked '
Do you offer marketing support? Yes, we have informational materials available for active Advisors. These materials can be obtained by contacting your Account Executive
Who is my account executive? Jennifer Lock . You can reach her by calling 1 (800) 489-0986 or via
Why Choose The O'Connell Team to work with my clients?
Because you want to be assured your customers will get the best possible service. We only offer reverse mortgages - this is not in competition with you. Maggie O’Connell has been in the reverse mortgage industry since 1992 with a reputation among professionals and clients for honesty, integrity and good service. We process in our Livermore, CA office with seasoned reverse mortgage processors and oversight by our reverse mortgage specialists. We will meet with your clients in their home or your office. Jennifer Lock has been in the reverse mortgage industry since 2003 and will walk you through the process personally. We offer all the reverse mortgage programs on the market so your clients will get the best program for them.
