Carly Powell
Loan Officer Assistant
NMLS# 2305931
Walnut Creek, California 94595
About Me
Carly Powell
Loan Officer Assistant | NMLS# 2305931
1-925-230-5415
- Reverse Mortgages
- JUMBO Reverse Mortgages
- Reverse Mortgage for Purchase
- JUMBO for Purchase
- Reverse Mortgage Refinances
- Proprietary Reverse Mortgages
- The HECM Program
- The HECM for Purchase Program
- HECM to HECM Refinances
- Financial Advisor Education &
- Business Growth
Bio
I have been a Loan Officer's Assistant for Mutual of Omaha Reverse for the past year and a half. Several months ago, I received my Mortgage Loan Officer license. As an adult-child of parents who have found the retirement process a struggle, I have direct insight into what it's like to worry about a parent's finances. I'm happy to provide insight into how a reverse mortgage could help the family as a whole, and I love the chance to dispel some of the common myths surrounding this product by providing one-on-one client support and educating them about the mortgage process. Whether you're an aging adult looking to right-size, move closer to family, or an adult child trying to find a financial solution for your parents, I can help! Let's sit down and look over your budget, income, and savings to get a clear picture of how the equity in your family home may be able to help your retirement goals come true.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