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

09/02/2026

Most people wait until they're in trouble to consider a Reverse Mortgage. Here's why that's backwards. 🏡

We get asked all the time, "when's the right time?" And the honest answer surprises people: the best time is before you need it.

A Reverse Mortgage line of credit actually grows over time. Set it up at 62, and by 75 it could be worth significantly more than the day you started.

Wait until you're cash-strapped, and you're making a huge financial decision under pressure. That's never the move.

The retirees who feel most secure aren't the ones who waited for a crisis, they're the ones who planned early and kept their options open.

Now's the time to understand what's available to you. Reach out, you can help!

09/01/2026

😱Almost $30,000 SAVED simply by having an expert review the fine print!

This isn't a hypothetical - this happened to a real Credit Union Member who almost signed with another lender.

What they didn't realize (and many don't):

● Fee structures vary WIDELY between lenders
● Interest rates aren't standardized
● Terms can be negotiated
● Fine print matters tremendously

At Alliance Reverse, we believe in three core values:

🤗 Kindness in every interaction
💪 Support throughout the process
💼 Helping seniors secure their financial futures

Have you or someone you know considered a Reverse Mortgage? Share this post - it could literally save them thousands!

08/31/2026

This year marks 19 years of partnering with Credit Unions.

Since 2007 — starting with Redwood Credit Union — Alliance Reverse Mortgage has been built around one idea: give members honest, education-first guidance, never a sales pitch.

Nineteen years later, that's still the whole model. No quotas. No pressure. Just personalized help for members turning home equity into real peace of mind.

To every Credit Union partner who's trusted us along the way — it's been a privilege. Cheers to the next 19.

Does your Credit Union offer Reverse Mortgages to your members? I'd love to talk.

08/25/2026

😃 Offering Reverse Mortgages allows Credit Unions to support members in accessing home equity while maintaining homeownership. It's a game-changer for retirement planning.

Hit the save button if you want to learn more about how Reverse Mortgages can benefit your retired or retiring members!

08/18/2026

The true competitive advantage? Being able to say "YES, we can help" when others say no! ✅

When that member with Reverse Mortgage questions walks in, your staff shouldn't have to turn them away. Yet without specialized knowledge, many Credit Unions do exactly that.

Alliance Reverse Mortgage transforms that interaction completely. Instead of sending members elsewhere, your team can confidently connect them with trusted experts who share your commitment to member service.

This isn't just about offering another product—it's about providing complete support throughout your members' financial journey.

What financial questions do your members ask that you wish you could better answer? Reach out!

08/11/2026

Your most loyal members deserve more than "we don't do that here." 😕

Credit Unions pride themselves on exceptional member service—it's part of your DNA! But when senior members inquire about Reverse Mortgages, many Credit Unions find themselves unable to help.

These aren't just any members—they're often your longest relationships, the people who've trusted you through decades of financial decisions.

Alliance Reverse Mortgage helps you extend your service excellence to include Reverse Mortgage guidance. Your members get the answers they need while maintaining their relationship with the Credit Union they trust.

Reach out if you believe member service should never stop at "no"!

08/07/2026

Aging in place isn't about staying in a house. It's about staying in your life. 🏡💛

For a lot of older adults, home isn't just where they live, it's where they raised their kids, where the holidays happened, where the memories live. And the research backs up what families already feel: people are happier, healthier, and they thrive longer surrounded by the people and routines they love.

But aging in place doesn't happen on its own. It takes planning, sometimes home modifications, sometimes honest conversations about finances so the people you love can stay comfortable without sacrificing the life they've built.

That's where a Reverse Mortgage can be a powerful tool for homeowners 55 and older, a way to access the equity already built into the home, without selling, without moving. It can cover home modifications, everyday expenses, or simply provide a financial cushion that makes staying home feel less stressful and more sustainable.

Reach out. We can help.

08/05/2026

What if your home could pay YOU back? 🏡

You've spent decades paying into it, making payments, building equity, investing in your future. But here's a question most people never think to ask.

A Reverse Mortgage lets homeowners 55 and older turn the equity they've already built into cash, without selling, without moving, and without a required monthly mortgage payment.

You stay in your home. You keep the title. You get access to the money.

Use it however you need, covering everyday expenses, handling medical bills, or finally doing the things you've been putting off.

You're still responsible for property taxes, homeowner's insurance, HOA dues (if any), and general upkeep, but the equity you worked a lifetime to build? It stays in your corner, ready to work for you.

You worked hard for this home. It's time the home worked for you.

Reach out. We can help. 📩

08/04/2026

Financial dignity isn't just about money—it's about having your questions answered by people you trust. 🤝

For seniors considering a Reverse Mortgage, being able to turn to their trusted Credit Union makes all the difference. But what happens when your staff can't answer those specialized questions?

That's where our partnership bridges the gap. Alliance Reverse becomes your in-house expertise without the overhead, ensuring members receive guidance from professionals who share your values.

Don't let knowledge gaps create member service gaps. Together, we can provide the complete financial support your senior members deserve.

Credit Union that values comprehensive member service! Reach out today, we can help

08/03/2026

No, the bank does NOT own your home. 🚫🏦

This is the misconception we hear more than any other: "If I get a Reverse Mortgage, the bank owns my house." It's just not true.

A Reverse Mortgage is a loan. It places a lien on your home, exactly like a traditional mortgage does. You still hold title. You're still in control. You can do whatever you want with your home, because it's still yours.

And here's another myth while we're at it: you do NOT need your home paid off to qualify. In fact, about 70% of the Reverse Mortgages we do involve a borrower who still has a lien on their property, we simply pay off that existing mortgage and replace it with the Reverse Mortgage, wiping out the required monthly payment going forward. (You're still responsible for property taxes, HOA dues, and homeowner's insurance.)

Myths shouldn't stop you from exploring an option that could genuinely help. Let's separate fact from fiction.

Reach out. We can help. 💬

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

Website

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