Mutualofomahareverse Reviews

The Mutual of Omaha Team of Kelly Poncelet and Karri Burgener was exceptional

The Mutual of Omaha team of Kelly Poncelet and Karri Burgener did an outstanding job of navigating us through the HECM process They were exceptionally responsive They made it easy for us to complete the mortgage

Mark Fitzpatrick was my agent and he

Mark Fitzpatrick was my agent and he was tremendous He answered all my questions concerns and was very supportive and informative all through the process I started the process around April 27 2023 and was funded around the end of July 2023

Rebekah Weiskittel handled my reverse

Rebekah Weiskittel handled my reverse mortgage loan She did an exceptional job of navigating all the document requirements imposed by the underwriters She was patient explained things fully and checked in with me frequently with progress reports document requests Excellent job

Great experience

Jerry Garner made the process of getting a HECM easy He explained reverse mortgages completely and me kept me updated throughout the loan approval process I highly recommend him for anyone seeking a reverse mortgage

Mutual of Omaha has thee best agent working them

I had no problems that the agent Jane Izumi could not solve She did so in a pleasing demeanor with professionalism She was always upbeat and courteous She made the process seem so effortlessly She beat back the competitors every time I received a counteroffer and there were many She always had a smile in her voice and that is why I choose her If she had worked with another company I would have chosen that company To me she is the person that should be the Boss at Mutual of Omaha I will recommend Mutual of Omaha to anyone and everyone with Jane Izumi at the helm

This entire process was carefully done

This entire process was carefully done and it progressed right on schedule Always any question that arose was quickly and expertly addressed by a staff person assigned to this loan

More than the company it s the people

More than the company it s the people that make the difference and my reverse mortgage guy Larry McAnarney was 100 professional all the way When I had questions he had the answers When I got anxious he calmed me down Larry made the difference

Very personal all the way through

You were courteous prompt and knowledgeable during the whole process The reverse mortgage turned out to be the most suitable product for me and the way I was advised throughout until closing left me with little to no anxiety