Advisory Services

Full spectrum consulting services designed to take your company to the next level and beyond.

Whether that means significantly improving your current results or guiding you in building a solid foundation in the Reverse Mortgage industry, our goal is to position you for success and to assist you in diversifying your business model.

Our Services

Enhancing your Mortgage Origination and Servicing Strategies to drive improved profitability

Identify your companies highest Reverse Mortgage Market Opportunities & Strategies for success

Develop and/or review your Anti-fraud Policies, Procedures and Systems to ensure safe practices in dealing with older Americans

Complete data and market analyses, including policy insights and market intelligence.

The Best in the Business

In my experience working with Kim Wagoner and Sharon Falvey, I found their knowledge to be second to none.
Their passion for the industry and those it serves fuels their desire to bring a fresh approach to capture the missed opportunity that plagues our industry.

Cynthia C. Danzy

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