Alliance Reverse Mortgage

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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 clients. 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

The bank does not own your home, you still hold title, you're still in control, a Reverse Mortgage just adds a lien, sam...
10/16/2026

The bank does not own your home, you still hold title, you're still in control, a Reverse Mortgage just adds a lien, same as any traditional mortgage.

Happy International Credit Union Day to every Credit Union we’re proud to stand alongside! Thank you for putting people ...
10/15/2026

Happy International Credit Union Day to every Credit Union we’re proud to stand alongside!

Thank you for putting people before profit and building stronger communities every day.

If I get a Reverse Mortgage, I don't own my home anymore? I hear this one constantly. It's just not true.You keep the ti...
10/14/2026

If I get a Reverse Mortgage, I don't own my home anymore?
I hear this one constantly. It's just not true.

You keep the title.

You keep your name on the deed.

The only thing that changes is how you're accessing your equity, everything else stays exactly the same.

10/13/2026

Your Credit Union should simplify finances, not complicate them.

The whole point of being a member-focused institution is making financial solutions accessible and straightforward.

But when members ask about products you don't offer, confusion and frustration follow. That's where strategic partnerships become game-changers.

The right partnerships let you say "yes" to more member needs without drowning your team in complexity or compliance issues.
You stay focused on what you do best while expanding your ability to serve members comprehensively. ✨

Member service isn't about having every answer—it's about having every solution.

A Reverse Mortgage is not some mysterious financial trap. It's a loan, that's it.It's a lien against your home, the same...
10/09/2026

A Reverse Mortgage is not some mysterious financial trap. It's a loan, that's it.
It's a lien against your home, the same way a traditional mortgage is. Nothing more, nothing less.

Most of the fear around this product comes from people simply not understanding what it actually is.

10/06/2026

The easiest way Credit Unions are expanding member services right now.

Partnering with Reverse Mortgage specialists.

Here's why this works so well: You get to say "yes" to more member needs without adding internal complexity, compliance headaches, or extensive staff training.

Smart Credit Unions are realizing they don't need to be experts in every financial product—they just need to partner with the right experts.

Your members get access to more solutions. You maintain compliance. Everyone wins. 🤝

It's not about doing everything yourself—it's about connecting members with the right resources seamlessly.

10/01/2026

October 1st 2026 marks 25 years since our company first opened its doors—and as a small business, that’s a milestone we’re incredibly proud to celebrate.

We began in 2001 as a traditional mortgage company. In 2007, we transitioned to Reverse Mortgage only and dedicated our work to serving Credit Unions and their members.

Through every chapter, our foundation has remained the same: care for people, earn their trust, and put relationships before transactions.

Since beginning our Credit Union journey in 2007, we’ve served members without a single member complaint. To us, that reflects the care, education, and personal attention our team brings to every relationship.

To our team at Alliance Reverse Mortgage, our Credit Union partners, especially Brett Martinez at Redwood Credit Union as they were the first to partner with us and everyone who has trusted us along the way: Thank You. Small businesses reach milestones like this because people believe in them—and we never take that belief for granted.

We’re proud of our first 25 years. And we intend to be here for the next 25, continuing to earn your trust, one relationship at a time because we are People Helping People.

09/29/2026

Picture this scenario.

You learn that one of your Board members had a challenging experience with your call center. As a leader, this naturally gets your attention and makes you think about service consistency.

When the people who help guide your Credit Union aren't getting the seamless experience they expect, it's worth exploring how to enhance service for everyone.

This type of situation recently sparked an important conversation, and it's become a valuable learning moment for Credit Union leaders everywhere.

Every service opportunity is a chance to strengthen relationships and build trust. With thoughtful partnerships and team development, these moments can become stepping stones to even better member experiences.

✨ Every interaction is an opportunity to exceed expectations
✨ Consistent service builds lasting relationships
✨ The right support helps your team shine in every conversation

Your reputation grows stronger with each positive member experience! 💪

09/22/2026

📝 Ever heard someone say, "I didn't know what I was signing"?

This is exactly why at Alliance Reverse Mortgage, we EXCEL at reviewing every line of paperwork with your Credit Union Members!

The difference between confusion and confidence comes down to understanding:

● Terms and conditions
● Future implications
● Available options
● Potential scenarios

As the saying goes: "The secret of getting ahead is getting started" - but starting with the RIGHT KNOWLEDGE is what truly matters.

This careful attention to detail ensures your members not only understand their Reverse Mortgage but release its FULL financial potential.

Share this with someone who deserves financial clarity in their retirement years!

09/18/2026

Is a Reverse Mortgage too good to be true? 🤔

We get asked this all the time. So let's clear it up.

A Reverse Mortgage isn't a trick, it's a real loan built specifically for homeowners 55+. It lets you turn the equity you've spent years building into cash. Lump sum, monthly payments, a line of credit, or a mix of all three 💰 Your equity, your choice.

Here's the part people love most: no required monthly mortgage payment. You stay in your home. You keep ownership. The loan is simply repaid when you permanently leave the home. (You're still responsible for taxes, insurance, HOA dues, and upkeep — just not a mortgage bill.)

So no, it's not too good to be true. It's just a financial tool most people were never taught about 🏠 And for the right homeowner, it can completely change how retirement feels.

Save this for later if you know someone this could 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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