We started this page site so that you can read about the experiences of other seniors that have applied for and gotten a reverse mortgage.  We began posting these references in March of 2009 and will be adding more references as time goes on.

                                                                                               

Dear Dan and Rory,
We cannot thank you enough for your help in attaining our reverse mortgage. You met with us quickly, explained the process and loan papers clearly, stayed in close touch as the application went forward, and worked up to the last minute to obtain the best terms possible. Now we can stay in our comfortable old home as long as we wish!
Just as you came highly recommended by a friend of ours, we will tell other friends, really anyone thinking about a reverse mortgage, about your integrity, knowledge and experience as brokers.
We value your professionalism and now, your friendship.
G & S Y  Oregon

Dear Dan and Rory

We want to express our appreciation for all the work you did to obtain our new reverse mortgage.  Your effort to make this happen at a acrucial time was fantastic!

 Your knowledge and follow through really was important inputting this loan together.  You both are delightful to work with and we would not hesitate in referring anyone to you for their reverse mortgage!

Darryl and Dorothea B  Portland, or

Dear Dan and Rory,

Nearly a year has elapsed since you secured our reverse mortgage. I shudder to think what would have happened to my wife, child and me had we not have obtained our reverse mortgage.Your expertise in educating our real estate attorney and the title company were what made our reverse mortgage happen. Because you and Rory had such a complete knowledge of the subject, you were not only able to get us the best percentage, but also tens of thousands of dollars more than the other mortgage broker quoted. Similarly, what you and Rory accomplished for my friend, Wayne's reverse mortgage, was remarkable.I will continue to refer my friends and business associates to you as long as you are active in reverse mortgages.

Best of luck to you and Rory.

Bob and Kathy S.  Bremerton WA

 

 

Dan and Rory are the most knowledgeable people in the reverse mortgage business. I was dealing with another firm for two months still had not had first face to face meeting a good friend of mine told me about Dan and how good he was so I called him and the next day Dan and Rory were at my house 100 miles away with everything needed to get started.They made the hold process painless. I consider Dan and Rory personal friends and it would have never happened without expertise of the process  in these trouble times I can't thank them enough. 

Wayne A Olympia WA 

 

Hi Dan and Rory,

 

Due to my Reverse Mortgage, which you two so expertly guided me through, I was able to quit my part time job at 75 and begin a whole new life. I would never have been able to attend a Christian Writer’s Conference in CA without that extra income. While there I met a rep with Guideposts Magazine, since then becoming a now and then contributor. I also have a new book out which I co-wrote with Darrell New Plenty Stars (a Lakota Sioux from SD’s Pine Ridge Indian Rez), titled: From the Flames of Wounded Knee to the Center of God’s Will. None of this would have been possible without the added income my Reverse Mortgage provided after having used much of my saving while taking care of my Alzheimer's stricken husband. How does a 77 year old widow say thank you for helping her start a whole new and exciting life?

 

Shirlee E. (Battle Ground, WA)  

 

 

 

 

Dear Dan and Rory,

As you know, I started building my house here on the Oregon Coast just three years ago, and as is the case, more often than not, it ran over budget and left me with a mortgage I could not really afford. I took my social security at 62 and have been working part time jobs to supplement that. But, I'm not the spring chicken I used to be and knew that I would have to resolve the mortgage problem. As I sat quietly one evening, Reverse Mortgage came into my mind. I had some very negative impressions about RM from friends many years ago. I decided to do some internet research and found many sites that explained the "product" and the fact that the laws had been established by HUD to protect seniors. There was no negative reason why I shouldn't get a RM. Elderloan.com looked like the most straight forward and honest site I found. And, you were relatively close, 90 miles. I was surprised and pleased that you actually made the trip, but then, who wouldn't want to make a trip to the coast? You made the process personable and efficient and I do feel that I have made new friends. Anytime I talk about RM to my friends, I tell them I know capable, honest people that can help them. And, the best part; I can breathe again and stay in my home that I created for my heaven on earth.

And, I am going to take my first cruise of my life in July. I appreciate all that you have done for me and your willingness to go the extra miles. Thank you!

Elsa L.  Nehalem, OR

 

 

 

 

Dear Dan,

 

When we first contemplated a reverse mortgage we spoke with five different lending institutions.  There was not one person that was more knowledgeable than you.  Your concern for our interests was absolutely outstanding.  We felt like we were doing business with a friend rather than an institution.  Doing business with you has been like doing business the old fashioned way.  Your personal attention, professionalism and prompt response to all of our questions, combined with excellent follow through had made these transactions almost effortless.

 

A special thank you to Rory for her excellent administrative assistance.

 

Roy and Heather A.  Mukilteo, WA

 

 ....if anyone I know starts talking about doing a reverse mortgage I will CERTAINLY recommend you.  I have been singing your praises all along tho.  Your professionalism and work ethics are tops.  I really enjoyed getting to know you too and I will keep in touch. 

 

Judy H   Bellingham WA

 

HI GUYS .THE SERVICE YOU PROVIDED US WAS OUTSTANDING AND MUCH APPRECIATED.I WILL BE HAPPY TO RECOMMEND YOU TO ANY ONE WE COME IN CONTACT WITH WHO IS IN NEED OF THIS SERVICE.  KEEP UP THE HAPPY FACE AND BE WELL.         PETE/JAN W      Gresham OR

 

 

 

Dan and Rory are the best!!!   Knowledgeable and honest.  I talked with several different mortgage people before I spoke with them.  Their experience made the whole process easy.  If you want to work with capable people that have integrity, have Dan and Rory on your team!!!   Bobby M         Bremerton WA

 

 

I am 90 years old so needed a lot of help.  Rory and Dan were always there with the right answers and so cheerfully given.  They are such nice people I hope to keep their friendship always.  I can't recommend them highly enough.

Miriam P Tacoma WA

 

     Dear Dan and Rory,  From the first "Hello" working with you both was an absolute pleasure!  Every question was answered.  Some even before I could ask them.

     Both of you are very personable people and are definitely in the right business since you are knowledgeable about your product as well; as any glitches which may occur and how they can be avoided.

     I feel like I have made two new friends.  Thank you so much for "holding my hand" through the whole process.  Sincerely

Carol D. Portland OR

 

 

 

 

 

 

 

 

 


 

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