Lisa Moriello, NMLS # 99284

Lisa Moriello, NMLS # 99284 Lisa Moriello, Homeownership Strategist Moriello Team at loanDepot, National Reverse Mortgage Lending Manager/Producing Branch Stat. Section 47.206 (3) and (4).

With 40 years of lending experience, I bring unparalleled mortgage expertise across all products—buying, refinancing, renovating, and reverse mortgages. Having guided clients through changing markets and multiple administrations, I’ve built a trusted business entirely on referrals. As a Certified Reverse Mortgage Professional, I am passionate about helping clients unlock their home equity for fina

ncial flexibility. Licensed in 29 states, I’m here to make your home loan journey seamlessand successful. Ready to discuss your homeownership goals? Let’s connect and create a strategy tailored to your needs. Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act CRMLA 4131040. Regulated by the Division of Real Estate. Massachusetts Mortgage Lender, License MC174457. Residential Mortgage Originator License MN-MO-40203037. This is not an offer to enter into an agreement. Any such offer may only be made in accordance with the requirements of Minn. Licensed mortgage banker n.s.--N.J. Department of Banking. Licensed Mortgage Banker - NYS Department of Financial Services No. 109061. 3 Columbus Circle, Suite 1620, New York, NY 10019. Licensed Mortgage Lender No 31342 by the Department of Banking and Securities. Rhode Island Licensed Lender, Licensed Loan Broker and Third Party Loan Servicer. loanDepot.com, LLC, 26642 Towne Centre Drive, Foothill Ranch, CA 92610. All rights reserved. NMLS #174457 (www.nmlsconsumeraccess.org). For more licensing information, please visit www.loanDepot.com/licensing. This site is not approved by the New York State Department of Financial Services. No mortgage loan applications for properties located in the state of New York will be accepted through this site. New York consumers please visit www.loandepot.com for information about our loan products and applying for a loan.

08/27/2026

Did you know your home equity could be the key to tax-free retirement income?
Using a home equity conversion mortgage to fund a Roth IRA conversion can shield your wealth from future tax hikes.

While this is a powerful tool, it requires a tailored approach that fits your specific financial goals.🏡

Send me a message today to see how we can craft a personalized strategy for your retirement. 📈

https://myoc.io/1V*F0

Summer hits differently when you’re enjoying it in your own home. Whether you’re grilling for friends, building a garden...
08/26/2026

Summer hits differently when you’re enjoying it in your own home.

Whether you’re grilling for friends, building a garden, or throwing the ultimate pool party — having your own space makes it that much sweeter.

What’s your favorite summer activity? Cast your vote 👇

And if you’re still dreaming of a place to call your own, I can help make it happen.

📩 Message me to get started on your path to homeownership.
https://myoc.io/1V*F0

08/26/2026

Building a new home should feel exciting, not overwhelming for your budget. Imagine having more buying power without stretching your finances too thin. A smart mortgage strategy can help keep your monthly cash flow healthy while you design your dream space. When you have greater financial flexibility, you can customize your home to fit your lifestyle with complete peace of mind. Ready to explore strategies that make your money work harder for your next move? Message me today to start the conversation. 🏡

https://myoc.io/1V*F0

Two buyers with similar incomes could end up choosing completely different loans – and both could be making the right de...
08/25/2026

Two buyers with similar incomes could end up choosing completely different loans – and both could be making the right decision.

Why?

Because the best mortgage isn't just about the interest rate. It's about how that loan fits your life.

When I work with first-time home buyers, we look at questions like:
📊 Which option gives you the monthly payment you're most comfortable with?
💰 Would paying a little more upfront save you significantly over time?
🏡 Does one loan program fit your goals better than another?
📈 How will this decision impact your finances not just today, but years from now?

This is one of my favorite parts of the process.

I enjoy helping buyers compare the tradeoffs, understand the numbers, and choose a mortgage based on their goals – not just a headline rate.

Because the right mortgage isn't necessarily the cheapest, the fastest, or the one everyone else chooses.
It's the one that helps you feel confident in your financial future.

If you're thinking about buying a home and want to understand which options make the most sense for your situation, message me MATH and let's walk through them together.

https://myoc.io/1V*F0

Everyone gets stuck somewhere.One thing I've learned over the years is that people often assume their credit is the reas...
08/25/2026

Everyone gets stuck somewhere.

One thing I've learned over the years is that people often assume their credit is the reason they can't buy – without ever finding out if that's actually true.

Even when credit does need some work, the next step isn't "Come back when your score is higher."

It's figuring out why your score is where it is and what changes will make the biggest impact.

Sometimes that's paying down one account, avoiding a new credit inquiry, or simply giving positive payment history a little more time.

The important part is having a roadmap instead of guessing.

I love helping people replace uncertainty with a plan, because once you know your next step, homeownership starts feeling a whole lot more achievable.

If you've been feeling stuck or wondering what your next move should be, message me STUCK and let's talk through it together.

08/25/2026

Did you know your home equity could be the key to a more comfortable retirement? You can access the wealth built in your home without having to move away. 🏡 Many homeowners use their equity to create financial flexibility, plan for long term care, and support their families. It is about making the most of what you have built over a lifetime while staying in the home you love. Want to explore how home equity can fit into your overall financial strategy? Send me a message today to start the conversation.

https://myoc.io/1V*F0

08/25/2026

Are you worried about outliving your reverse mortgage? It is one of the most common misconceptions I hear from homeowners.

The truth is that you cannot outlive it. As long as the home remains your primary residence and you pay your property taxes, insurance, and maintenance, you keep your home. 🏠

You deserve to enjoy your retirement without constant worry stealing your peace of mind. Send me a direct message today to explore if this strategy fits your retirement goals.

https://myoc.io/1V*F0

08/24/2026

Think you cannot qualify for a reverse mortgage because of a limited income? That is actually a common myth that stops many homeowners from exploring their options. Traditional banks often turn seniors down because standard loans require strict income guidelines. Reverse mortgages operate differently and do not use those same rigid income qualifications. If you were recently turned down for a home equity line or want more financial flexibility, this could be a great fit for you. Send me a message today to see how your home equity can work for you 🏡

https://myoc.io/1V*F0

08/23/2026

What if you could step into a custom new construction home without stretching your budget to the limit? 🏡 Many home buyers assume getting more space means sacrificing their financial freedom. Smart financing options can actually help boost your buying power while keeping your monthly costs low. Send me a message today to learn how you can maximize your budget on your next dream home. 📲

https://myoc.io/1V*F0

08/22/2026

Many people believe that getting a reverse mortgage means giving your home to the bank. Fortunately, this is completely false.\n\nWith a reverse mortgage, you retain full ownership of your property. This option can help supplement your retirement while keeping you in the home you love.\n\nAre you curious about how this could work for your situation? Message me today to learn more. 📲

https://myoc.io/1V*F0

Address

2 Trap Falls Road, Suite 505
Shelton, CT
06484

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