Customer
Stories

Discover what’s possible with a reverse mortgage.

A retirement that lives up to the adventure

Many of us aspire to retire early, but only some accomplish that goal. The things we do in our professional lives are often driven by the age in which we retire. Until we get there, our investments, savings, and other life choices dictate the reality of these goals. For Hassan and Dennie, retiring early was made possible by savvy decisions that put them in the position they dreamed about for their entire lives.

How a reverse mortgage helped after a natural disaster

We can have everything perfectly planned and ready to go, and then disaster strikes. When we least expect it, an emergency situation can present itself, causing us to rethink everything we thought we knew and challenge our assumptions about how we can power through and reach a positive resolution. Two years ago, Dave was applying for a reverse mortgage loan when his community was hit by devastating fires, leaving his neighborhood susceptible to landslides.

How Ann is thriving in retirement

Everyone’s path to retirement is different. There’s no such thing as an identical, repeatable retirement plan. Sometimes, a plan is rife with challenges or complicating circumstances that are as unique as the person trekking on that path. In Ann’s retirement journey, she realized that some changes needed to happen with her house. Her home was getting worse with time and, in Ann’s words, “everything needed to be done.” In addition, she also had to help clear out belongings from her parents, two sets of grandparents, and cousins. Every room was filled with things that they left behind. Ann felt she had a few options and likely had to sell the place.

For me, it was a life-changing experience

A love of art has driven Steven to focus on what matters most to him and his wife. After a successful career practicing real estate and business law, Steven was beginning to feel slightly slighted that time was passing by so quickly, that he may not be able to do everything he wanted to. At the age of 75, Steven had developed a new hobby of practicing art, which was pulling at his heart while putting a new perspective on his priorities.

It was time to move on

Being able to experience the great outdoors on his terms is Ron’s greatest joy. As a semi-retired accountant, Ron has been living in the home he shared with his wife for over 35 years in the San Fernando Valley. “She wanted this house, and now it has made me over a million bucks!” Eight years after losing his wife, Ron had finally accepted that she is not coming back and wanted to move on with his life and focus on his finances.

November 13, 2023

They were honest. We were kept well informed of what was going on.

Johnny B.

November 14, 2023

Everyone I dealt with were very kind and knowledgeable. All my emails or phone calls were answered in a matter of hours not days. I felt my interests were #1 with them

Cathy H.

December 8, 2023

Taking the first step of inquiry was the hardest part. Once we spoke with the advisor assigned to assist us, it was smooth sailing from that point onward. Every question we posed was answered to our satisfaction.

Robert J.

December 21, 2023

It was a very pleasant experience. At first we were kind of intimidated when the sales person briefed us on the volume of documents, and whether we could sign them from home. He explained how that could be done. When the document came up, he guided through the process very professionally, very patiently. If he could not answer the question we had he would get back to us in a timely manner — he was very punctual and very understanding, did a fine job explaining the process, the financial end, the benefits, and prepared us for the closing. At no time did he exhibit any pressure, but explained the options and the benefits.

Andre F.

January 28, 2024

Caring about us, helping us when necessary, and being there for us when we had questions. They made the process easy, were happy and supportive, and got us through the steps necessary to complete the process!! Thank you for everything!

Kathleen D.

February 5, 2024

My loan processing was done quickly and efficiently. Appraisal was ordered and completed quickly. My loan officer was prompt in keeping me updated on everything. Altogether, a very pleasant and positive experience!

Sandra S.

February 13, 2024

Everyone I dealt with was very positive and informative to make sure I was getting what I wanted and that there would be no surprises.

Patricia S.

March 5, 2024

The help that we received during the entire process made all the difference for my wife and I. Courteous, friendly assistance was the key

Philip K.

March 13, 2024

Loan officers very knowledgeable, helpful, and personable. I liked that my messages were answered promptly!

Donna S.

March 28, 2024

Everything was smooth, very well explained, when there was a problem or concern. The people that I was working with got right on it, most delays were the fault of mine everything else was very good. Service is top notch, thanks guys for everything.

Alfred B.

Finance of America borrowers have been compensated for their participation. Their statements are their own.