Your senior client’s family members are asking hard questions about reverse mortgages, and the wrong answer can end a conversation before it starts. This free one-page cheat sheet gives you exactly what you need so you can respond with confidence. This cheat sheet breaks down the four most common reverse mortgage fears in a simple […]

This Reverse Mortgage Executor Checklist guides you through critical steps you need to take after a borrower’s death, from immediate notifications to finalizing the estate. It’s a straightforward, easy-to-use reference that keeps essential tasks top of mind, ensuring nothing is missed during this sensitive process. Available in three formats:

Unlock more closings and client referrals with this all-in-one checklist designed to guide REALTORS through every step of a HECM for Purchase transaction, from eligibility to closing. Empower your senior clients to buy with confidence, avoid costly mistakes, and smoothly navigate unique scenarios that can turn one client into two transactions.