Reverse Mortgage Source List
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1 Source List Advanced Mortgage Services HECM FL MA 4 none Susan Downing, Vice President of Sales, , sdowning@ams-loan.com Advent Financial, Inc MD 10 Value-added consultations and collaborative planning. Nikolay Ratajczak, President, nikolay@adventmoney.com, Agency for Consumer Equity Mortgages, Inc HECM CT NY 16 none Mario Martirano, President, Mario@ConsumerEquity.com, Allied Mortgage Group NJ PA 12 ne, we are a broker of Reverse mortgage products Jim Baker jbaker@alliedmg.com Allwest Mortgage Co reverse mortgages CA 25 none to brokers - all discounts offered to borrowers directly Philip Lipp, , phil@allwestmortgage.org 1
2 Source List Bank of America HECM, Simple Equity and Platinum 5 ne allowed by HUD Nadine Petel, , , nadine.petel@bankofamerica.com Bank of New Orleans LA MS 12 for, 100 as a bank Sue Vrbaskovich, , svrbaskovich@bnoinfo.com Benchmark Mortgage FL 5 Educate their clients professionally Sally Rosenberg, , srosenberg@benchmark.us California Consultants CA 9 Ron Kamler rkamler@crmcares.com Cedar River Mortgage, A Division of TMBG, INC (HECM) ID WA 39 NA Rod Halvorson, rhalvorson@cedarrivermortgage.com,
3 Source List Central Pacific HomeLoans, Inc HI 3.5 none Cynthia T. Waters, , Colonial National Mortgage Andy Berry, , Diana Gitz Loan officer training Diana Gitz, ElderCare Financial Solutions Financial Gerontology, advising mature clients, reverse mortgages WA 45 Reciprocity John Kennedy, , Freedom Acquisition, LLC per regulations Darrell Johnson, , 3
4 Source List Franklin Funding, Inc Senior Home Equity Solutions SC 11 Satisfaction that their clients are well served! Paul Franklin, , Frontier Bank OR WA 30 n/a Jerry Dawson, , Golden Heritage Financial CA FL NJ OR WA 4 ne Heidi Hendrickson, , hhendrickson@kwikloan.com Inlanta Mortgage x147 ; HECMs FL IL IN IA MI MN WI 25 We are a mortgage banker, and do not work with brokers as correspondents. Gary Zimmermann, , garyzimmermann@inlanta.com Interate Mortgage Corporation FHA Insured Provider for Seniors MA, NH, ME and FL 24 The best in the industry. David Chinian, , x142 4
5 Source List ireverse Home Loans, a Subsidiary of Hopkins Federal Savings Bank Loans Nationwide 3 Retail only Kenneth J. Klawans, , x701, Klawans@iReverse.com Lenox Financial Mortgage, LLC Except AL AK CA HI KY MO MT NV NJ NY OH OK 16 Origination & YSP Robert Griffin, rgriffin@lenoxfinancial.com, (c), (f) LibertyStreet Financial Group CA, HI 10 Negotiable Jeffrey M. Garcia, Mainstreet Community Bank of Florida jan.ford@mainstreetcbf.com HECM FL 7 ne Jan Ford, , jan.ford@mainstreetcbf.com Megastar Financial FHA HECM fixed and Libor ARM AZ CA CO FL GA ID IL KS ME MI MS NE NH NM NC OK OR SC UT WA WY 12 We do not broker. We originate loans only Ted Thomas, , tedt@coppertree1.com 5
6 Source List Montgomery Mortgage, Inc TX 12 Wes Wiebe, , Mortgage Financial FHA reverse mortgage CT FL ME MA NH RI VT 10 reduced closing costs to clients Brett Kirkpatrick, , Mortgage Network x235 Reverse, FHA/ VA, or Conventional Loans for Refinance or Purchase IN KY 19 Reduced closing costs. David Wilson, Next Generation Financial Services a division of 1st Mariner Bank Except RI SD WY 13 ne Frank Neubauer, CEO, , fneubauer@nextgenfinser.com Quest Mortgage Fixed rate and Adjustable rate NM 15 John Ruybalid, (505) , ruybalid@msn.com 6
7 Source List Reverse Dept of Wells Fargo www/wfhm.com/jim-becker : Fixes, Variable, Purchase OR WA 14 ne Jim Becker, Store CA NV 15 concessions for brokers (we are the broker). Trisha Hendricks, , trisha@rmstore.net West HECM CA 3 Junie Villongco, , junie@reversemortgagewest.com RHM Group, Inc CA 7 ne Lance Do, (888) , Lance.Do@RHMGroupInc.com Rhode Island Housing RI 36 We are a retail lender with no broker parnterships on our reverse mortgages. Amy Lanctot, , alanctot@rhodeislandhousing.org 7
8 Source List Rockland Trust Company MA Dustin DeMeritt, , dustin.demeritt@rocklandtrust.com Russell Roper, Homecorp Mortgage, Inc TX 12 Advisor is no longer offered per HUD guidelines Russell Roper, , rroper@homecorp-mortgage.com Senior American Funding, Inc Home Equity Conversion Mortgage (FHA) AZ CA CO FL GA ID IL MO NM OH OR PA TN UT WA 8 Top commissions, fast processing. Payouts to 80% including SRP, YSP plus bonuses. Expense reimbursements. Brian White, (619) , brian@safunding.com Sequoia All available programs including FHA and HUD. CA 7 Great service and we will refer the client back to you for future transactions. Robert Petersen, , robert@sequoiamortgage.com Southern Trust Mortgage FHA HECM Fixed and Adjustable AL DE DC GA MD PA SC TN VA WV 13 n/a Neil Sweren, , neil@southerntrust.com 8
9 Source List Southwest Business Corporation CA KY LA TX UT WA 30 - Mortgage, 3-1/2 in Gayle Spillman, , gspillman@swbc.com Sterling Mortgage Services of the Treasure Coast, Inc Mortgages FL 17 t offered Ramona Barbagallo, rjbarbagallo@hotmail.com Summit Home Loans, Inc KY OH 6 ne Linda A. Little, , llittle@summitgrp.com The Helper Case by case basis. Frank L. Butts, Esq., , fbutts@thereversemortgagehelper.com UMS Insurance, LTC, Annuity, DI 25 n/a Donna Nelson, , dnelson@callums.com 9
10 Source List Webster Bank , x HECM CT MA NY RI 12 years originating ne...we are a Retail operation Joanne O Mara, VP Mortgage Sales Wells Fargo Home Mortgage Home Equity Conversion Mortgage (HECM) and HECM for Purchase 20 More information available at John Mlekush, (336) , john.d.mlekush@wellsfargo.com Wells Fargo Home Mortgage ne Sandy Rhody, , sandy.rhody@wellsfargo.com Mortgage Services, Inc AZ CA CO FL GA ID NV PA UT VA 5 45% Jeffrey Bangerter, , jeffrey@wsbrm.com WSFS Bank Except NC 178 Trish Kauker, VP, , tkauker@wsfsbank.com 10
Reverse Mortgage Source List
1st Financial 800-20-003 www.firstloans.net HECM FL MD MI SC 25 Depends on the circumstances. Advanced Mortgage Services 81-659-6555 www.ams-loan.com MA 6 Please call for updated rates and closing fees.
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