How it works

A transparent process from our first conversation to funding. We guide you through every step and help you gather all the required documents.

1

Free consultation

We'll discuss your situation and goals and answer your questions. Consultations can be by phone, video, or in person.

2

Home appraisal and product selection

The lender arranges an independent appraisal of your home's market value. We compare offers and find the right reverse mortgage solution for you.

3

Paperwork and legal advice

You'll receive independent legal advice to make sure you understand the terms. The documents are then signed.

4

Receiving your funds

Once approved, funds are advanced as a lump sum or in installments, depending on the program you choose. The process typically takes 2–4 weeks.

Ready to discuss your situation?

Your first consultation is free and comes with no obligation.

Contact a Broker