Pat Knapp, A Senior working on behalf of Seniors (Lokation Real Estate)

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John Meussner
Mortgages in AZ, CA, CO, DE, FL, GA, MD, MT, NC, NJ, NV, OK, OR, PA, SC, TN, TX, UT, VA, WV - Fair Oaks, CA
#MortgageMadeEasy Fair Oaks, CA 484-680-4852

Hi Pat Knapp - my suggestion would depend on what types of products you need.  I'm licensed in CO, but I don't personally do reverse mortgages if that's a big need.  We DO have experience with all sorts of retirement income loans, IRA distribution setups, asset depletion, loans when children are buying for their parents as a primary residence, etc.  Happy to help if you need it, but the main product frequently brought up for seniors is the reverse mortgage, and I don't personally work on those.

Dec 07, 2021 11:49 AM
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Thomas J. Nelson, REALTOR ® e-Pro CRS RCS-D Vets
Big Block Realty 858.232.8722 - La Jolla, CA
& Host of Postcards From Success Podcast

Pat Knapp I can highly recommend Jason E. Gordon as a long time trusted lender here in the RAIN and locally to me. Many of my senior clients have used Jason and since no one actually sits in a lender's office these days, he's able to work with clients across the US. Phone and Email savvy seniors will find his services impeccable. 

Dec 07, 2021 11:34 AM
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Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

Buyer Beware. Many resources are "thrown" around in the AR community. Not all are golden. Do your Vetting!!!!!!! 

I wish you all the best with finding the right lender to serve your senior clients. 

Dec 07, 2021 08:34 AM
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Fred Griffin Florida Real Estate
Fred Griffin Real Estate - Tallahassee, FL
Licensed Florida Real Estate Broker

Shout-outs to  Caroline Gerardo and John Meussner who frequent this Board.   Can one of you assist?    

Dec 07, 2021 11:40 AM
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Michael J. Perry
KW Elite - Lancaster, PA
Lancaster, PA Relo Specialist

Find a Bank that understands Swing/Bridge Loans

Dec 08, 2021 05:07 AM
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Bob Crane
Woodland Management Service / Woodland Real Estate, EXP - Stevens Point, WI
Forestland Experts! 715-204-9671

May be a good idea to pick up the phone and start calling a few LO's everyday to find a few that meet your needs.

Dec 07, 2021 05:52 PM
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Lyn Sims
Schaumburg, IL
Schaumburg Real Estate Agent Retired

I would work all the banks first/credit unions before going to larger brokers. Most seniors in my area have $$$ down & usually prefer small loans which are under most brokers limits.

Dec 07, 2021 12:51 PM
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Roy Kelley
Realty Group Referrals - Gaithersburg, MD

Good luck. 

Dec 07, 2021 10:57 AM
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Tony Lewis
Summit Real Estate Group - Valencia, CA
Summit Real Estate Santa Clarita & Aliso Viejo

Find a lender that has patience and the heart of at teacher.  Our elderly citizens need to be protected from vultures.

Dec 07, 2021 08:23 AM
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Michael Jacobs
Pasadena, CA
Los Angeles Pasadena 818.516.4393

ActiveRain can certainly expose you to all kinds of resources.  Good luck.  

Dec 07, 2021 08:21 AM
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Wayne Martin
Wayne M Martin - Chicago, IL
Real Estate Broker - Retired

You have some great suggestions here and I would pay attention to the advice of Lyn Sims and local lenders who also may be an excellent source of referrals.

Dec 08, 2021 04:00 AM
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Debe Maxwell, CRS
www.iCharlotteHomes.com | The Maxwell House Group | RE/MAX Executive | (704) 491-3310 - Charlotte, NC
The right Charlotte REALTOR!

John Meussner is a wonderful resource, Pat! Give him a call!

Dec 07, 2021 06:36 PM
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Caroline Gerardo
Sun West Mortgage Corporation - Newport Beach, CA
C. G. Barbeau the Loan Lady nmls 324982

I can do reverse mortgages. I can provide legal in house assistance for probate etc at no cost.

Dec 08, 2021 08:18 AM
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Carla Freund
Keller Williams Preferred Realty - Raleigh, NC
Carolina Life RealEstate & Relocation 919-602-8489

Good luck! I hope you find someone who is patient with older buyers. While some are fairly tech savvy and eager to learn, others are not. They are used to things being a certain way and need to be walked through the process.

Dec 08, 2021 06:39 AM
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Jeff Pearl
RE/MAX Distinctive / LIC in VA - Lovettsville, VA
Full Service Full Time Realtor

Not sure about Colorado, but I think i'd be searching for lenders that do reverse mortages in that area. I'm dealing with that scenario again now in VA since my mother recently died. She couldn't qualify for any mortgage products 10 years ago since she was retired so a reverse mortgage was her only option. ( only one that made sense for her).That worked well for her over the last 10 years.

Dec 09, 2021 07:05 AM