MORTGAGE OPTIONS / REVERSE MORTGAGES
Explore the equity you have built.
Learn how a reverse mortgage may fit into a broader retirement plan.
Let’s look at the possibilities.
01
Discuss age and program eligibility
02
Review required counseling and costs
03
Understand how the loan balance grows
04
Plan for taxes, insurance, maintenance, and repayment
Every situation is different. Matt can help you compare available programs, costs, and next steps. Approval and loan terms depend on eligibility, underwriting, and program requirements.
For a HECM, borrowers generally must be at least 62. You must meet occupancy requirements and keep up with taxes, insurance, and maintenance. Interest and fees can increase the balance and reduce equity. Read CFPB guidance ↗
Tools, tips, and resources.
In their own words.
“It was easy to talk to Matt and it has been a great experience.”Deepthi P.
“Matt is the best!”Bahareh E.
“Matt was great! He was very communicative and helped me through the whole process!”Pouya A.
“Matt was extremely responsive and accessible, guided us through the process at each step, communicated clearly...”Daniel S.
“As first time home buyers, my husband and I appreciated how thoroughly Matt explained the process of applying for...”Shannon J.