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Debbie Lee

Reverse Mortgage Advisor
President's Club

NMLS# 457744


2655 First Street, Suite 250, Simi Valley, CA 93065

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About Me

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A reverse mortgage is a great financial product that allows seniors to stay in their homes, improve their financial situation and enjoy a more comfortable retirement. Seniors can also purchase a home using a reverse mortgage and have no monthly payments as long as they live in the property. However, there are many things to take into consideration when thinking about a reverse mortgage. My role is to help you, your family and any other person you choose to be involved, in deciding if a reverse mortgage is the right path for you.

I have been educating seniors about Reverse Mortgages for over 19 years; with over 30 years in the mortgage industry. I believe that a fully informed client can make the best decision regarding a Reverse Mortgage, and it is my role and responsibility to ensure you and your family, know all of your choices. I also believe you and your family deserve the highest level of customer service available during the loan process and after the loan closes. Working with Mutual of Omaha Mortgage and myself, will ensure you get the service you expect and deserve.

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Common Examples of What a HECM Can Help You Do

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