HECM strategies for attracting business, delivering world class service, and annuitization to guarantee continued
results in perpetuity
Reverse Mortgage Marketing Materials That Convert Prospects Into Applications Reverse mortgage marketing materials are the difference between a prospect who nods politely and a prospect who picks up a pen. I learned that the hard way, sitting across kitchen tables for years with nothing but a rate sheet and a smile, watching people’s eyes glaze
For years I thought my problem was that I needed more leads. My reverse mortgage marketing system, such as it was, was a pile of one-off tactics. So I bought leads. I went to seminars. I called strang
Reverse Mortgage Marketing Letters and Mailers That Actually Get Responses Mail is the most misunderstood tool in reverse mortgage marketing. Most originators I talk to have tried it once, gotten almost nothing back, and concluded direct mail is dead. Direct mail is not dead. Their mailers were just built to fail: a purchased list, a
Reverse Mortgage Marketing Strategies for Loan Officers (2026 Playbook) Most reverse mortgage marketing strategies you’ll find online were written for the refi boom of a decade ago. Buy leads, send mailers, wait by the phone. I ran that playbook for 11 years, and it kept me stuck at 42 closings a year. Then I threw
If you are looking for reverse mortgage marketing ideas that actually produce loans, I have good news. The seven that changed my business cost almost nothing to run, and most of them started producing inside of 90 days. First, a confession. For the first decade of my career I believed marketing meant spending money. I
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HECM Tool is fast to prepare and can be sent out like a mortgage coach. Good stuff. Love it
Thanks so much for all your work and for providing us with such a great tool!
Just shared a traditional refi with someone that I have been trying to get to do a HECM for 4 years. Old Bank Executive and not having it. Used the HECM Tool “illustration”. That made more sense to him upon first blush. He commented, “I really like the illustration you provided…. Makes sense to me”. And then he said, “I have seen enough; I am ready to have you work on our application.”… 😊 And doing so today...