Reverse Mortgage Marketing

Our Mission is to provide you with the tools, services and training to help YOU help more seniors!

Our Approach

Some traditional, old school marketing methods still work in some regions. However, the world has gone digital, including MANY of our seniors, their adult children AND their advisors.


It's our goal to give you the tools, resources, education and services to help you maximize your digital presence and grow your business serving our elder community!


How We Can Help

We offer a variety of products and services to help you grow your reverse mortgage business. If you would like a customized package, simply schedule a call on our calendar and we can discuss your personal needs.

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LinkedIn

Our LinkedIn Growth & Nurture program is perfect for growing your referral partner base.


We connect you with target referral partners and once they connect, drip messages to them.


We can even collect their email addresses to help you grow your list for newsletters.


This service is available as a stand-alone service or as part of our 3-Tiered Marketing Strategy.

Social Media

When we speak to reverse mortgage professionals a very common theme is that no one has time to post on social media consistently.


Additionally, most LOs don't know what to post for their followers.


We can solve that by posting for you. We've been posting on social media for reverse professionals for over 13 years.


Our content is educational, entertaining and compliant!

Monthly Newsletters

One of our most popular services for reverse mortgage LOs is our customized, monthly newsletter.


We help you get set-up on Mailchimp and then create a template.


Each month, we design the newsletter and the content around that month's theme.


And if you don't have a very big list, consider our 3-Tiered Marketing System where we grow your list for you!

Custom Websites

Most loan officers don't understand how important it is to have your own website. That's because nearly every mortgage company offers you a "page" on their website.


Having your own website could be a game changer for you. It becomes your business asset and you have control over it! You can add content, blogs, news, testimonials - whatever you would like and it becomes a living, breathing asset.


Check out this article to learn more about why you should consider having your own website. And learn more about our web design services by clicking the button below.

Marketing Bootcamp

Perhaps you love the idea of our 3-Tiered Marketing Strategy, but you don't have the budget to hire us.


Our Marketing Momentum Bootcamp is a 6 week training course for you to learn the strategy, step-by-step.


We don't hold anything back - you'll learn every tactic, tool, resource, messaging and how to implement every step of the strategy we use to help our clients get more business.


The course is set up to give you very short, actionable video instructions for each step inside the steps.


You can learn the process and set it up yourself, or allow your virtual assistant to learn it and do it for you! All this at a fraction of the cost of our services. (A new window will open)

Content Vault

If you're not ready to hire us to manage your social media, but you need content, our Mortgage Marketing Vault is a great solution!


The vault has everything you need to post engaging, entertaining and educational content to all of your social pages.


The vault also has industry and lifestyle articles, printable templates, industry videos and new monthly, themed newsletter content.


This vault is the culmination of 13+ years of producing content for reverse mortgage loan officers. Check it out (new window will open).


When you sign up for our bundled, 3-tiered marketing service, you're gaining tremendous value and extending your marketing and lead generation reach across LinkedIn, consumer social platforms, AND through email.


Our multi-tiered approach is a proven method for growing your business. Most of our clients have not only grown their referral network, grown their email list but also got and closed loans as a direct result!


We've perfected this proprietary system over the past 12 years. Check it out!

Bring it All Together With Our 3-Tiered Marketing Solution

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Why I LOVE What YOU Do

That's my Dad at his 90th birthday celebration in 2023. He has 3 daughters, 2 son-in-laws, 8 grandchildren and 9 great-grandchildren. His wife - my mom - passed in 2020.


I truly believe that if we knew about reverse mortgages back in 2008/2009, it would have let him and my mom have less financial pressure. They could have potentially kept the house and still lived comfortably.


I truly believe in the reverse mortgage programs! I think it's a wonderful, safe option for seniors to age in place.

I'm also very aware of the stigmas and misconceptions that still exist. THAT is why I want to help you get the proper messaging out - so YOU can reach and help more seniors!


~ Claudia


A Few of the Companies of the Clients We Serve

A black and white logo for c2 financial
The logo for longbridge financial llc says the power of home.
A blue and white logo HTL (High Tech Lending) a white background.
A black and white logo for masonmac on a black background
A blue and white logo for naf reverse on a white background.
The logo for mutual of omaha reverse mortgage

Ready to get started? Click below to set up a free consultation with Claudia