Source List Advanced Mortgage Services 781-659-6555 www.ams-loan.com HECM FL MA 4 none Susan Downing, Vice President of Sales, 781-659-6555, sdowning@ams-loan.com Advent Financial, Inc. 410-836-8911 www.adventmoney.com MD 10 Value-added consultations and collaborative planning. Nikolay Ratajczak, President, nikolay@adventmoney.com, 410836-8911 Agency for Consumer Equity Mortgages, Inc. 800-881-2954 www.consumerequity.com, HECM CT NY 16 none Mario Martirano, President, Mario@ConsumerEquity.com, 914-592-3660 Allied Mortgage Group 215-245-8971 www.loanwithallied.com NJ PA 12 ne, we are a broker of Reverse mortgage products Jim Baker 215-245-8971 jbaker@alliedmg.com Allwest Mortgage Co 818-752-0999 www.allwestmortgage.com reverse mortgages CA 25 none to brokers - all discounts offered to borrowers directly Philip Lipp, 818-752-0999, phil@allwestmortgage.org 1
Source List Bank of America 866-955-9535 http://rmlo.bankofamerica.com/nadinepetel HECM, Simple Equity and Platinum 5 ne allowed by HUD Nadine Petel, 866-955-9535, 541-955-4518, nadine.petel@bankofamerica.com Bank of New Orleans 888-834-1190 www.bankofneworleans.net LA MS 12 for, 100 as a bank Sue Vrbaskovich, 888-834-1190, svrbaskovich@bnoinfo.com Benchmark Mortgage 877-999-8977 www.livenowmortgage.com FL 5 Educate their clients professionally Sally Rosenberg, 561-999-8977, srosenberg@benchmark.us California Consultants 707-568-1144 www.crmcares.com CA 9 Ron Kamler 707-535-2928 rkamler@crmcares.com Cedar River Mortgage, A Division of TMBG, INC. 425-289-0080 www.reversemortgageofwashington.net (HECM) ID WA 39 NA Rod Halvorson, rhalvorson@cedarrivermortgage.com, 425-289-0080 2
Source List Central Pacific HomeLoans, Inc. 808-375-1659 www.cp-homeloans.com HI 3.5 none Cynthia T. Waters, 808-375-1659, cwaters@cp-homeloans.com Colonial National Mortgage 866-408-6889 www.cnmcs.com/andyberry 50 Andy Berry, 866-408-6889, andyb@colonialsavings.com Diana Gitz 858-381-7591 www.thereversemortgagehelper.com 11 Loan officer training Diana Gitz, 858-381-7591,dianagitz@gmail.com ElderCare Financial Solutions 206-935-9884 www.rmspecialist.net Financial Gerontology, advising mature clients, reverse mortgages WA 45 Reciprocity John Kennedy, 206-935-9884, kennedyalki@comcast.net Freedom Acquisition, LLC 866-208-7655 www.financialfreedom.com 15 per regulations Darrell Johnson, 248.409.0952, djohnson@financialfreedom.com 3
Source List Franklin Funding, Inc. 843-762-2218 www.franklin-funding.com Senior Home Equity Solutions SC 11 Satisfaction that their clients are well served! Paul Franklin, 843-762-2218, paul@franklin-funding.com Frontier Bank 866-514-0804 www.frontierbank.com OR WA 30 n/a Jerry Dawson, 866-514-0804, jdawson@frontierbank.com Golden Heritage Financial 800-779-1020 www.goldenheritagefinancial.com CA FL NJ OR WA 4 ne Heidi Hendrickson, 425.455.8466, hhendrickson@kwikloan.com Inlanta Mortgage 877-326-5626 x147 www.homepaysme.com ; HECMs FL IL IN IA MI MN WI 25 We are a mortgage banker, and do not work with brokers as correspondents. Gary Zimmermann, 262-522-0544, garyzimmermann@inlanta.com Interate Mortgage Corporation 978-688-2480 www.myhomeforever.com FHA Insured Provider for Seniors MA, NH, ME and FL 24 The best in the industry. David Chinian, 978-688-2480, x142 4
Source List ireverse Home Loans, a Subsidiary of Hopkins Federal Savings Bank 800-486-8786 www.ireverse.com/employment Loans Nationwide 3 Retail only Kenneth J. Klawans, 410-902-7000, x701, Klawans@iReverse.com Lenox Financial Mortgage, LLC 888-415-1955 www.lenoxfinancial.com Except AL AK CA HI KY MO MT NV NJ NY OH OK 16 Origination & YSP Robert Griffin, rgriffin@lenoxfinancial.com, 817-703-9081(c), 267-295-2743(f) LibertyStreet Financial Group 800-963-3293 www.libertystreetfg.com CA, HI 10 Negotiable Jeffrey M. Garcia, 800-963-3293 Mainstreet Community Bank of Florida 386-785-1190 jan.ford@mainstreetcbf.com HECM FL 7 ne Jan Ford, 386-785-1190, jan.ford@mainstreetcbf.com Megastar Financial 602-393-2890 www.coppertree.com 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, 602-763-4128, tedt@coppertree1.com 5
Source List Montgomery Mortgage, Inc. 281-681-0777 www.montgomerymortgage.com TX 12 Wes Wiebe, 281-681-0777, wes.wiebe@montgomerymortgage.com Mortgage Financial 866-739-9599 www.ikeptmyhouse.com FHA reverse mortgage CT FL ME MA NH RI VT 10 reduced closing costs to clients Brett Kirkpatrick, 866-739-9599, brettkirkpatrick@mfsloan.com Mortgage Network 317-706-1114 x235 www.mortgagenetworkinc.com Reverse, FHA/ VA, or Conventional Loans for Refinance or Purchase IN KY 19 Reduced closing costs. David Wilson, david@tmn91.com Next Generation Financial Services a division of 1st Mariner Bank 443-573-8633 www.ngfs.net Except RI SD WY 13 ne Frank Neubauer, CEO, 443-573-8633, fneubauer@nextgenfinser.com Quest Mortgage 505-795-7591 www.nmreversemortgage.com Fixed rate and Adjustable rate NM 15 John Ruybalid, (505)795-7591, ruybalid@msn.com 6
Source List Reverse Dept of Wells Fargo 503-585-8082 www/wfhm.com/jim-becker : Fixes, Variable, Purchase OR WA 14 ne Jim Becker, 503-585-8082 Store 800-489-0986 www.rmstore.net CA NV 15 concessions for brokers (we are the broker). Trisha Hendricks, 925-344-4399, trisha@rmstore.net West 949-885-8883 www.reversemortgagewest.com HECM CA 3 Junie Villongco, 9498858883, junie@reversemortgagewest.com RHM Group, Inc. 888-620-6262 www.rhmgroupinc.com CA 7 ne Lance Do, (888) 620-6262, Lance.Do@RHMGroupInc.com Rhode Island Housing 401 457-1234 www.rhodeislandhousing.org RI 36 We are a retail lender with no broker parnterships on our reverse mortgages. Amy Lanctot, 401 450-1309, alanctot@rhodeislandhousing.org 7
Source List Rockland Trust Company 781-982-6119 www.rocklandtrust.com MA 102 0 Dustin DeMeritt, 781-982-6119, dustin.demeritt@rocklandtrust.com Russell Roper, Homecorp Mortgage, Inc. 888-693-1840 www.homecorp-mortgage.com TX 12 Advisor is no longer offered per HUD guidelines Russell Roper, 830-693-1840, rroper@homecorp-mortgage.com Senior American Funding, Inc. 800-249-0686 www.safunding,com 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) 294-6000, brian@safunding.com Sequoia 800-690-2836 www.reversebenefits.com 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, 415-946-8202, robert@sequoiamortgage.com Southern Trust Mortgage 443-738-9121 www.seniorloans.com FHA HECM Fixed and Adjustable AL DE DC GA MD PA SC TN VA WV 13 n/a Neil Sweren, 443-738-9121, neil@southerntrust.com 8
Source List Southwest Business Corporation 866-907-4888 www.reversemortgages@swbc.com CA KY LA TX UT WA 30 - Mortgage, 3-1/2 in Gayle Spillman, 866-907-4888, gspillman@swbc.com Sterling Mortgage Services of the Treasure Coast, Inc. 888-575-7114 www.sterlingrm.com Mortgages FL 17 t offered Ramona Barbagallo, 561-847-0561 rjbarbagallo@hotmail.com Summit Home Loans, Inc. 513-891-6620 www.summitohio.com KY OH 6 ne Linda A. Little, 513-686-2887, llittle@summitgrp.com The Helper 800-213-8091 www.thereversemortgagehelper.com 3 Case by case basis. Frank L. Butts, Esq., 800-213-8091, fbutts@thereversemortgagehelper.com UMS 800-524-1774 www.callums.com Insurance, LTC, Annuity, DI 25 n/a Donna Nelson, 800-524-1174, dnelson@callums.com 9
Source List Webster Bank 800-543-3375, x37386 www.websterbank.com/reverse HECM CT MA NY RI 12 years originating ne...we are a Retail operation Joanne O Mara, VP Mortgage Sales Wells Fargo Home Mortgage 800-336-7359 www.wellsfargo.com/reverse Home Equity Conversion Mortgage (HECM) and HECM for Purchase 20 More information available at www.brokersfirst.com John Mlekush, (336) 288-7921, john.d.mlekush@wellsfargo.com Wells Fargo Home Mortgage 702-765-3702 www.wfhm.cfom/wfhm/sandra-rhody 16 ne Sandy Rhody, 702-765-3702, sandy.rhody@wellsfargo.com Mortgage Services, Inc. 866-309-6626 www.reversemortgage4u.com AZ CA CO FL GA ID NV PA UT VA 5 45% Jeffrey Bangerter, 916-965-6087, jeffrey@wsbrm.com WSFS Bank 877-990-1990 www.wsfsbank.com/reversemortgage Except NC 178 Trish Kauker, VP, 302-283-4540, tkauker@wsfsbank.com 10