Retirement Resource Group

08/17/2026

Meet the team Monday! Get to know the faces behind the files, this week we introduce you to Steve out in sunny South Florida!

How long have you been with us: This is my second stint with Revolution. My recent time with you is since 11/25

What do you love most about your role: I love helping people and this gives me my greatest satisfaction. Knowing that I can make a difference in their lives makes the job so rewarding.

What’s something people would be surprised to learn about you: You would be surprised that I can talk backwards and seems fitting that I am in the reverse mortgage business😊

Favorite coffee order: You may be surprised to hear this, but my perfect coffee order is none. I don’t drink coffee, tea or soft drinks. I must be boring.

What’s your perfect day outside of work: My perfect day is getting up early to go for my morning run, cooking a nice breakfast and spending time with my wife, children and grandchildren.

Why do you love being part of the Reverse Mortgage team: The part I love about my reverse mortgage team is receiving guidance, learning, and being challenged by Nicole and Peter, and sharing ideas with the rest of the team to make us better at what we do.

08/17/2026

Retirement doesn’t always go exactly according to plan.

An unexpected healthcare expense, a major home repair, rising everyday costs, or simply needing your savings to last longer can change your financial picture quickly.

That’s why more homeowners are looking at their home equity as another potential resource in retirement.

For homeowners 62+, understanding how your home equity could provide additional financial flexibility may give you more options and a little more peace of mind for the unexpected.

Read our latest blog to learn more.

There’s a shift happening in retirement planning.

08/10/2026

Meet the team Monday! Get to know the faces behind the files, this week we introduce you to Diane, a senior loan officer based in Cary, North Carolina.

How long have you been with us: 4.5 years

What do you love most about your role: The education part. I do not feel like I “sell”, my job is to educate

What’s something people would be surprised to learn about you: I danced competitively on roller skates in the 80’s

Favorite coffee order: Carmel Macchiato

What’s your perfect day outside of work: Definitely a day at the beach

Why do you love being part of the Reverse Mortgage team: I enjoy helping seniors understand a very under-utilized financial strategy and explaining how this can help improve their lives!

08/10/2026

Behind many older adults is a family member doing everything they can to help.

But caregiving can take an emotional, physical, and financial toll.

If you're caring for a loved one, know that you don't have to navigate every challenge alone. Understanding all of your financial options can help relieve some of the stress and allow you to focus on what matters most: your family.

Read our latest blog to learn more about the connection between caregiving, financial stress, and aging in place.

Family caregivers are the backbone of senior care.

08/03/2026

Meet the team Monday! Get to know the faces behind the files, this week we introduce you to Alan, a senior loan officer based in Tucson, Arizona.

How long have you been with us: 7 months

What do you love most about your role: I like that I can work wherever I want but also have a home office to go to.

What’s something people would be surprised to learn about you: People are often surprised to learn that I’ve spent over 30 years
In the mortgage business and even owned my own mortgage company. I’ve also spent years in marketing and radio, which taught me
The importance of connecting with people. Today, I bring that experience to helping seniors understand their options and make decisions
That are right for them

Favorite coffee order: Simple, House blend, two creams.

What’s your perfect day outside of work: Hiking in Tucson with my dog Maddie and enjoying the beautiful Sonoron Desert

Why do you love being part of the Reverse Mortgage team: After more than 30 years in the mortgage business, it’s been refreshing to learn
A different side of lending. What stands out most is having Peter there who’s willing to share his experience. We’ve had a few spirited discussions
Along the way, gut that’s part of learning, and I’ve always appreciated that he’s there when I need help.

08/03/2026

Thinking about moving but feel like you're stuck?

Many homeowners 62+ would love a home that's easier to maintain, closer to family, or better suited for retirement. What many don't realize is that they may have more options than they think.

Your home equity could help open the door to your next chapter.

If you've been putting off a move because you assumed it wasn't financially possible, it may be time to learn what's available.

Read our latest blog to discover why more retirees are making a move with confidence.

Many homeowners over 62 want to move. But they are stuck.

07/27/2026

Meet the Team Monday! Get to know the faces behind the files, this week we introduce you to Carley Carney, our loan processor.

How long have you been with us:
1 year and 3 Months

What do you love most about your role:
Getting to be apart of the process of helping people and getting to talk with many new people every day.

What’s something people would be surprised to learn about you:
I’m terrified of needles but have tons of tattoos lol

Favorite coffee order:
I don’t really care for coffee much but love a good energy drink

What’s your perfect day outside of work:
Spending time with my family and doing crafts.

Why do you love being part of the Reverse Mortgage team:
Being apart of an amazing team of people who care so much about each other and everyone’s success.

07/27/2026

What if your next career move came with the training, resources, and support to truly build a business in reverse mortgage?

The Reverse Mortgage Division at Revolution Mortgage is growing, and we’re looking for mortgage professionals who are ready to grow with us.

Our next 5-Day In-Person Reverse Mortgage Training is happening September 14–18 at our Chandler, Arizona office.

This isn’t a quick webinar or a crash course. It’s five full days, from 9:00 AM to 5:00 PM, dedicated to helping our team build the knowledge, confidence, and tools needed to succeed in the reverse mortgage space.

During the week, we’ll deep dive into:

• Reverse mortgage fundamentals and product knowledge

• Borrower education and consultation strategies

• Real-world scenarios and hands-on application

• Marketing opportunities and business development

• Building relationships with referral partners

• Identifying and serving the growing 55+ market

• Strategies and resources to help build your reverse mortgage business

This quarterly training is available to Revolution Mortgage employees as part of our commitment to investing in our people and building a team of knowledgeable reverse mortgage professionals.

If you’ve been thinking about specializing in reverse mortgage or adding it as a meaningful part of your business, you don’t have to figure it all out on your own.

Come join the Reverse Mortgage Division at Revolution Mortgage and be part of our next training September 14–18 in Chandler, Arizona.

Interested in learning more about joining our team? Send me a message. I’d love to connect.

07/27/2026

Have you ever thought...

"We have plenty of equity... but not enough monthly income."

You're not alone.

Many retirees have built significant wealth in their homes, yet still feel the pressure of covering everyday expenses on a fixed income.

The good news is that home equity may be part of the solution, depending on your goals and financial situation.

The first step is simply understanding your options.

Read more about why this is becoming one of the most common retirement conversations today.

This scenario is becoming increasingly common.