Your clients over 62 have options you may not know about.
Jenn partners with financial planners, real estate agents, and senior care professionals to help their clients make the most of the equity sitting in their homes.
A tool that changes what's possible for your older clients.
Senior homeowners in California are sitting on trillions of dollars in home equity — and most of them have no idea how to access it strategically. A reverse mortgage, used correctly, can complement a retirement plan, fund long-term care, expand purchasing power, or simply eliminate a monthly mortgage payment that's been straining a fixed income.
Jenn works as a resource for advisers who want to bring more value to their clients over 62. She can present directly to your clients, answer questions, run scenarios, and do the heavy lifting — you just make the introduction.
Three types of professionals who benefit most.
Financial Planners
A reverse mortgage line of credit can be a powerful retirement planning tool — preserving investment portfolios, covering healthcare costs, and providing a tax-efficient income supplement. Jenn can walk through the numbers with you and your clients side by side.
Real Estate Agents
The HECM for Purchase program lets buyers 62 and older purchase a new home with significantly less cash out of pocket — no monthly mortgage payments required. That means more buying power for your clients and potentially two transactions for you.
Senior Care Professionals
For clients who need in-home care but are struggling financially, home equity can be the solution that keeps them in their home longer. Jenn helps senior care providers identify clients who could benefit and guides families through the process.
Why advisers refer their clients to Jenn.
Your reputation is tied to every referral you make. Jenn takes that seriously.
Nearly 30 years of mortgage experience including 15+ years in underwriting
Jenn knows how loans are structured and approved. She anticipates problems early and positions every file for success.
No pressure — ever
Jenn educates your clients and lets them decide. She will never push someone into a loan that isn't right for them, which means your referral is always in good hands.
She keeps you in the loop
Clear communication throughout the process. You'll always know where things stand with your client.
"I'm a new home builder and Jenn always has the answers and is able to help my clients get financing when no one else can."— Anthony Knutson
Let's talk about how Jenn can help your clients.
Reach out to start the conversation. No commitment required — just a quick call to see if there's a fit.