Talking on the phone about finances and mortgages can be intimidating. You’ve worked hard your whole life to secure and pay for your home, and you want to put yourself in the best situation possible. We understand, and we want to make the process of getting a reverse mortgage as simple and enjoyable as possible – starting with the first call. We interviewed a number of licensed specialists from our company to give you the best idea of what you can expect on your first call with us.
These specialists deal with hundreds of clients every week, working hard to deliver satisfaction and peace of mind to every single one of them. Kimberly Slavik has been working with our company since 2014. When asked how she handles the first call with a client, she told us that identifying a goal and making the situation real for clients is imperative. Slavik went on to say that when you can identify a goal for the client, and figure out how you are going to get there, it makes the situations seem much more “real” for the client. When she knows what the client needs, what kind of situation they are currently in, and what they have, the probability she can help that person is much higher. She says connecting to the client on a personal level is something that she emphasizes so the client can understand how much we value each and every one of our clients.
Reverse mortgage specialist Brandon Foster, who has been at the company for two years said he always tries to get to the bottom of why a client is calling. Is there an immediate need? Does the client just want information? Once Foster can get a pulse on why the client is calling in, he can do a better job of giving information regarding the details and perks of the program. He can make it personal for every client since every client calls for a different reason. Foster also values being someone that the client can trust and ask questions to. He understands that this is a big decision and that there are many myths are out there about reverse mortgages. Easing a client’s concerns is why he wants to establish a strong relationship with everyone he speaks to. He wants clients to know that he is working in their best interest.
Venus Green has been with us for 14 years and emphasized that she focuses on four specific factors when on the first call with a client. Age, equity, income, and credit can determine if you are eligible for a reverse mortgage, and how much you could potentially receive. Green emphasized how she absolutely loves to help people and change their lives, and that when she is on the first call with a client, she will work tirelessly to find a way to help make a client eligible. Venus is a veteran in helping clients stay in their homes while enjoying their retirement. Any client calling that speaks with Venus can have the peace of mind knowing she will do anything to help them achieve their retirement goals.
Kate Bronson, Director of Mortgage Banking, has been working here for eight years. When asked what the typical first call is like, she said a lot of it is explaining the program to the client to see where they are at with what the program proposes. She said that most of the people she talks to have a good amount of questions, which is understandable. Bronson likes to go over the goals of the client to see if a line of credit is a good option or if another product is better suited for their situation.
As you can tell, there is a common theme among these four specialists. They all spoke of building a relationship with the client where there is mutual trust. It is important to our specialists that the client knows they care. We want to put our clients in the best situation possible. If you are interested in calling us about a reverse mortgage, know that you are going to be speaking with someone who is knowledgeable in this field, experienced, and will do what they can to help you enjoy your retirement years in the home you love.