Carly Powell

Loan Officer Assistant
NMLS# 2305931

1800 Tice Valley Blvd. Suite A
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
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