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Brooke Benson

Brooke Benson

Home Equity Retirement Specialist NMLS# 409893

1870 W Bitters Rd. Suite 202
San Antonio, TX, 78248

About Me

Brooke Benson
Home Equity Retirement Specialist | NMLS#409893 | Tel: 210-910-6559
Fax: 1-210-568-4009
Brooke Benson is a licensed Home Equity Conversion Mortgage (HECM) Specialist with Mutual of Omaha Mortgage. Prior to her current position, Brooke accumulated 9+ years in the mortgage field, including four years as a reverse mortgage consultant and five years working in “forward lending” with Wells Fargo Private Mortgage Banking. During this time she earned numerous distinctions: 1) she was chosen to train Private Bankers and Wealth Management Advisors in the effectiveness of a HECM repayment-deferred line of credit as a retirement planning and cash-flow management tool, 2) she authored an article for the San Antonio Business Journal debunking reverse mortgage myths, 3) she was interviewed for expert advice on HECM in other business journal articles about retirement planning, and 4) she earned Wells Fargo “A Level” underwriting authority in the “forward lending” world. Brooke is well-known as a trusted resource for retirees – she has taught HECM concepts to Certified Financial Planners (CFP’s), Certified Financial Advisors (CFA’s), and Realtor groups in San Antonio, Austin and all across the Rio Grande Valley.  Some of this information Brooke presented in Spanish, her second language. A native San Antonian, Brooke graduated from Vanderbilt University (Tennessee) with a BA and from The University of Texas at Austin with an MA.  She has lived in San Antonio most of her adult life and in her spare time, she enjoys spending time with her five children, reading, cooking, cycling, and goofing around in the yard.  She has traveled extensively in Mexico, South America and Europe. She serves locally as a board member for several non-profit organizations.  Brooke can be reached at (210) 910-6559 or bbenson@mutualmortgage.com.

Common Examples of What a HECM Can Help You Do

  • Purchase a new home to fit your lifestyle needs
  • Protect your retirement portfolio
  • Reduce monthly expenses by paying off existing mortgage
  • Reduce monthly expenses by paying debt
  • Enhance your cash flow
  • Incorporate housing wealth into your retirement plan
  • Create an emergency fund
  • Increase cash to help ensure monthly bills are paid
  • Fund for home repairs or upgrades
  • Reduce the burden of out-of-pocket healthcare costs
  • Fund the expense for caregivers, live-in nurses, or other in-home care
  • Have the cash for a large expense, such as a vacation or vehicle


“In our shared projects and with our common clients, Brooke set a standard of professionalism and client service that few could match. She was outstanding in her knowledge, responsiveness, and attention to detail. Brooke was truly a client advocate and treated everyone with attention, care, and respect.”

-Randy Majek, Senior Vice President / Private Banker

“I've known and worked with Brooke for several years. We originally connected when she worked Reverse Mortgages several years ago. Brooke is very knowledgeable about the mortgage industry; and is very caring and compassionate in working with Seniors to find the right product and help them understand the product and process to meet their financial goals and needs. I highly recommend Brooke to anyone seeking a Reverse Mortgage.”

-Sarah Nelson, Mortgage Loan Officer, Caliber Home Loans, New Braunfels, TX

“Brooke, you have been a delight to work with! Thank you.”

-D. Morris, Realtor, McKinney, Texas

“Thank you for your good work that made an on-time closing and funding possible! There are many home buyers that wish they had received from their mortgage officer such great care as you provided to make this possible.”

-C. Ketz, CRS, Realtor, Dallas, TX

See what our customers are saying

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