For Professionals
A reverse mortgage resource for Colorado professionals
Financial advisors, CPAs, estate attorneys, realtors, and in-home care providers: your clients ask you about reverse mortgages. I'm your answer desk — whether or not it turns into a loan.
Financial Advisors & CPAs
Coordinated equity strategies: standby lines of credit, sequence-of-returns buffers, and tax-aware planning support. I'll run scenarios for your client and present to you first if you prefer.
Estate & Elder Law Attorneys
Non-recourse structure, non-borrowing spouse protections, title questions, and experience with trust vesting.
Realtors
HECM for Purchase: your 62+ buyers can right-size using substantially less cash than an all-cash purchase — often in the range of half, depending on age and current rates — with no monthly principal and interest payment.* Often the difference between browsing and buying.
Home Care & Senior Services
Funding in-home care so clients can age in place rather than move before they're ready.
*The borrower must meet all loan obligations, including living in the property as the principal residence and paying property charges, including property taxes, fees, and hazard insurance. The borrower must maintain the home. If the borrower does not meet these loan obligations, then the loan will need to be repaid.
New: the bucket-strategy illustrator
A conceptual, mechanism-only look at time-segmented buckets and where a standby line of credit can sit — no dollars, no projections, just which pocket funds each year. Built for advisor conversations.
Open the illustratorThe referral promise
Your client, your relationship. I report back at every milestone, I never cross-sell, and if a reverse mortgage isn't in their best interest, I'll say so — to you and to them.
Send a referral or a question
Client contact details are optional — many professionals start by asking a scenario question first.
Researching for a parent? Start here