The importance of financial planners as reverse mortgage referral partners can be traced back to the exit of major banks from the business, and product experts discuss this and the care originators should take when engaging in certain kinds of outreach and advertising.
Financial planners are often cited as a potentially optimal reverse mortgage referral source, but many planners remain reluctant to engage with reverse mortgage professionals. A recent presentation at the NRMLA Virtual Summer Conference explores why.
ReverseVision VP of Sales and Marketing Wendy Peel has been honored as one of the inaugural recipients of HousingWire’s 2021 Marketing Leader awards.
One reverse mortgage leader shares how loan officers can best leverage local contacts, organizations and associations to become an indispensable reverse mortgage resource in the community, which in turn can lead to fruitful referral partnerships.
While the idea of ‘persona marketing’ may be intimidating for some, one reverse mortgage leader shares how he got started building his personal brand by becoming a ubiquitous reverse mortgage presence in his community.
In the beginning of a new regular feature on RMD, we sit down with a pair of California originators to discuss the best ways to overcome reverse mortgage borrower “pain points” in the consultative process, both generally and specifically to their market.
One reverse mortgage leader describes why the automation of certain customer relationship processes has helped streamline the experiences of clients and loan officers alike.
PRMI’s Steven J. Sless Group has partnered with the Institute for Divorce Financial Analysts, potentially opening up additional avenues of reverse mortgage business.
FAR VP of Retirement Strategies and financial planner Stephen Resch helps describe how reverse mortgage professionals may best approach people in his profession for referral partnerships.
The divide between the wholesale and retail channels of the reverse mortgage industry can often be stark for people who operate in each sector, but there are also some potential lessons that one can take from the other in appropriate instances. In this heightened climate of reverse mortgage business activity, the successful initiatives of wholesalers […]