Untapped Opportunity in Retirement Lending: Opportunities in Your Book

Discover how mortgage loan originators can uncover retirement lending opportunities within their existing client database. Courtney Rozelle, Barbara Cripple, and Christina Danish from Finance of America share strategies for identifying borrowers who may benefit from home equity solutions, prioritizing high-potential clients, and starting meaningful conversations. Learn how to build a repeatable 30-day outreach and follow-up strategy to grow your reverse mortgage business and strengthen long-term client relationships.