Alliance Reverse Mortgage

Alliance Reverse Mortgage Alliance Reverse Mortgage provides Reverse Mortgage loan solutions for Credit Unions and their Members We continue that mission to this day.

At Alliance, we are committed to providing the highest quality of service for our clients. As a reverse mortgage broker we have the ability to offer the widest selection of Reverse Mortgage products guaranteeing our clients the right solution for their situation. Our success as a Reverse Mortgage company is based on our team's record of delivering successful Reverse Mortgage solutions for our clie

nts. Our involvement in the senior community as educators and advocates is a daily occurrence. Over the years Alliance has promoted an accurate understanding of the pros and the cons of Reverse Mortgage within the senior community as well as the professional community. Alliance is licensed by the California Bureau of Real Estate. We are members of the National Reverse Mortgage Lenders Association (NRMLA) and adhere to their code of ethics. CA Bureau of Real Estate, Real Estate Broker 01524732 NMLS 248216

06/02/2026

She asked for a credit line. They sent her a $66,000 check she never wanted. This is what happens when no one's listening. 👂

Financial solutions should be customized to meet YOUR members' specific needs and goals. Yet this member received funds in a format that completely contradicted her clearly stated preferences.

At Alliance Reverse, we believe listening is the foundation of good service. We take the time to understand what your members actually want before recommending solutions.
Because a Reverse Mortgage isn't just a product, it's a significant financial decision that should be handled with care and attention to detail.

Save this post to remember why customized solutions matter!

06/01/2026

Meet Lexi — the face (and the talent) powering our social media this past summer.

She's a rising senior at UC Santa Cruz, and she walked in here ready to work. What she didn't know? We'd never want to let her go. 🎬

There's something special about watching someone show up, learn fast, and genuinely care about the work they're doing.
That's Lexi.

We figured it was time you finally got to meet her, because the best content always starts with great people behind it.

05/29/2026

From a youth savings account all the way to retirement, Credit Unions are built to be there for every chapter. 📖

Think about it.

It starts with a youth account. Then a checking and savings when you land your first job at 16.

Then comes the credit card. The car loan. The home loan. The investment account.

Every single milestone, your credit union was there. ✅

But here's where most Credit Unions drop the ball.

Retirement support usually stops at savings accounts and wealth management programs.

And while those matter, they're only part of the picture.

🏠 Reverse Mortgage solutions are the missing piece, and without them, your members aren't getting the full retirement support they actually need.

A truly member-first credit union covers every stage. All of them. Not just the ones that are easy.

⚠️ Retirement planning alert: Don't overlook these sneaky expenses!Property taxes and insurance can be retirement budget...
05/29/2026

⚠️ Retirement planning alert: Don't overlook these sneaky expenses!

Property taxes and insurance can be retirement budget-busters.

Here's why they matter:

1️⃣ Ongoing costs that don't disappear
2️⃣ Can significantly impact your living comfort
3️⃣ Often underestimated in retirement plans

Are you factoring these into your retirement strategy?
Save this post as a crucial reminder!

05/27/2026

You still OWN your home. You just are not required to make the required monthly mortgage payment. 🏠

Most people hear "Reverse Mortgage" and immediately think it sounds risky or complicated, but here's the truth nobody tells you.

It's simply a loan against your home.

The difference? You're not required to make a monthly principal mortgage payment.

You just need to keep up with your property taxes, homeowner's insurance, and any HOA dues.
That's it.

And yes, the home is still 100% yours. Just like any traditional mortgage, there's a lien against the property. But you own it. You control it.

💡 If you or someone you love has been wondering whether a Reverse Mortgage is even worth looking into, Reach out!

💡 Reverse Mortgage myth-buster: It's not always about cash!Did you know a Reverse Mortgage can serve a specific purpose?...
05/27/2026

💡 Reverse Mortgage myth-buster: It's not always about cash!

Did you know a Reverse Mortgage can serve a specific purpose?

Here's the scoop:

1️⃣ Can be used solely for property taxes and insurance
2️⃣ Eases financial strain without accessing extra cash
3️⃣ Helps maintain your lifestyle in retirement

Has this changed your perspective on Reverse Mortgages?
Double tap if you learned something new!

05/26/2026

Imagine opening your welcome package to discover you're responsible for what you were explicitly promised you wouldn't be. This happened to an actual member. 😮

After being assured her taxes and insurance would be handled through impounds, this member received a shocking surprise in her welcome package: she was actually responsible for these payments herself.

This type of bait-and-switch tactic has no place in financial services, especially when working with seniors.

At Alliance Reverse, we deliver exactly what we promise, creating the trust and stability your Credit Union Members expect and deserve.

Have your members ever shared similar stories? Let's work together to prevent these situations!

05/25/2026
05/25/2026

Freedom is never free.

Today, we pause to honor the brave men and women who gave everything so we could have it all.

From all of us at Alliance Reverse Mortgage, Thank you for your ultimate sacrifice.

🆘 Retirees: Drowning in property expenses?A Reverse Mortgage could be your lifeline!Here's how it helps:1️⃣ Covers prope...
05/22/2026

🆘 Retirees: Drowning in property expenses?

A Reverse Mortgage could be your lifeline!

Here's how it helps:

1️⃣ Covers property taxes and insurance
2️⃣ Frees up a significant amount of money
3️⃣ Allows you to stay in your home comfortably

Ready to explore this option?

Comment "INFO" for more details!

Address

3033 Cleveland Avenue, Ste 150
Santa Rosa, CA
95403

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+18008162655

Alerts

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