As an alternative home equity tapping company gains access to new capital, its co-founder discusses how important collaboration with the reverse mortgage industry is and will be going forward.
Category: Marketing & Sales
Financial and retirement planner Robert Klein shares advice for reverse mortgage professionals on how to engage other planners as referral partners, in this excerpt from the latest episode of The RMD Podcast.
Reverse mortgage borrowers can be sensitive to the ‘local touch,’ as the president of a regionally-focused reverse mortgage company can attest to. He shares his perspectives about the strength of a local approach and feel.
A reverse mortgage industry analyst discusses how the business can expand through a long-term focus and new distribution efforts, and what reverse professionals need to keep in mind about the broader mortgage market.
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.
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