OneTrust Home Loans Announces New Leadership and Strategic Vision for the 55+ Lending Division

OneTrust Home Loans is thrilled to announce the appointment of Gabe Bodner as the new leader of its 55+ Lending Division. Under Gabe’s expert guidance, the division is poised to redefine the way home equity and mortgage solutions are integrated into retirement planning for seniors across the country.

Gabe Bodner brings over two decades of experience in the mortgage lending industry, bolstered by his achievements as a bestselling author and industry thought leader. His book, Retirement Mortgage Playbook, has become an Amazon bestseller, and his podcast, Live for Today, Plan for Tomorrow, is a go-to resource for simplifying complex financial topics related to mortgages, retirement planning, and real estate.

Strategic Direction for the 55+ Lending Division

Under Gabe’s leadership, the 55+ Lending Division is embracing a fresh and dynamic vision focused on redefining how reverse mortgages and other home equity solutions serve the senior community. Education is at the forefront of this strategy, as Gabe and the team works to dispel misconceptions about reverse mortgages and highlight their potential to improve retirees’ financial health.

The new direction for the 55+ Lending Division centers on a multifaceted strategy to better serve the senior community. Key initiatives include monthly webinars to educate financial planners, clients, and referral partners on the benefits of reverse mortgages, alongside comprehensive training programs designed to help mortgage loan originators (MLOs) specialize in the 55+ market. The division is also strengthening its partnerships with builders and real estate professionals while establishing robust referral programs to connect reverse MLOs with forward loan teams. On the consumer direct side, efforts focus on developing sustainable lead-generation models, optimizing success through KPI tracking, and incorporating bridge lending to create dual-sale opportunities tailored to senior homeowners. Additionally, the team is enhancing its technology stack and exploring innovative ways to connect with this growing demographic.

“We are confident that Gabe’s leadership will bring fresh energy and innovative strategies to our 55+ Lending Division,” said James Hecht, CEO. “His expertise and dedication to serving seniors will strengthen our ability to meet the evolving needs of this important demographic.”  

About OneTrust Home Loans

OneTrust Home Loans is a privately-owned Ginnie Mae, Fannie Mae, and Freddie Mac approved direct lender and servicer licensed in 49 states and 2 US territories with sales and operations across the country. In addition to the standard loan options like Conventional, FHA, VA, USDA, and Jumbo, OneTrust originates a significant amount of portfolio and construction loans for purposes of holding on its own balance sheet. The company has one of the fastest-growing reverse mortgage channels in the country and continues to grow with several joint ventures on the horizon. OneTrust Home Loans places special importance on customer service as evidenced by their tagline, Service is Everything!® OneTrust Home Loans is a member of Warp Speed Holdings, a diversified holding company with lending, insurance, title/escrow, and tech among its areas of current holdings. For additional information, visit www.OneTrustHomeLoans.com.

Mutual of Omaha Mortgage Reverse Wholesale Announces Added Benefits for Broker Network

HECMWorld Press Release

SAN DIEGO, CA — Mutual of Omaha Mortgage Reverse Wholesale has announced the introduction of Broker ProtectSM, a new benefits program, to its network of reverse mortgage brokers and principal agents.

Under the new program, Mutual of Omaha Mortgage’s approved brokers and principal agents will have access to the follow industry-first package of protections:

  • Mutual of Omaha Mortgage will not solicit borrowers established within the broker network
  • Mutual of Omaha Mortgage will exclude borrowers within the broker network from all outbound marketing campaigns
  • Mutual of Omaha Mortgage will alert brokers to refinance opportunities when identified
  • Brokers will be alerted if a payoff is ordered on one of their loans within the broker network
  • The broker’s name will be added to the borrower’s monthly servicing statement to encourage them to contact the broker for refinance opportunities

“We are excited about the new benefits our broker network is provided under Broker Protect,” said Alex Pistone, President of Mutual of Omaha Reverse Mortgage. “These protections are a first in our industry and demonstrate the commitment and respect we have for our network and their success.”

For more information about Broker Protect, visit https://mutualreverse.com/wholesale/.

About Mutual of Omaha Mortgage

A subsidiary of Mutual of Omaha, Mutual of Omaha Mortgage offers a variety of home financing and refinancing options as well as industry-leading reverse mortgage products to help its customers through life’s transitions. For more information about Mutual of Omaha Mortgage, visit www.mutualmortgage.com. 

About Mutual of Omaha

Founded in 1909, Mutual of Omaha is a highly rated, Fortune 500 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.

Mutual of Omaha Mortgage Continues Focus on Growth with Addition of Three Teams

HECMWorld Press Release

FSAN DIEGO, CA — Mutual of Omaha Mortgage announced the addition of three teams that will play a pivotal role in strategic growth initiatives across key market areas.

Mutual of Omaha Mortgage is adding the Dan Hrey Team from Arizona, the Ray Patterson Team from the Carolinas and the Paul Beatty Team from the Northeast. Together, these teams bring decades of mortgage expertise that will help fuel Mutual of Omaha Mortgage’s strategic growth in the forward – or traditional – mortgage business.

“Mutual of Omaha Mortgage has experienced tremendous growth, highlighted by an additional $300 million in annual production this summer,” said Jeff Gennarelli, president of the forward mortgage product line at Mutual of Omaha Mortgage. “By welcoming these powerhouse teams into our family, we know we won’t be slowing down any time soon. As we continue to grow, we are looking for even more passionate professionals to join us on this exciting journey.”

For more information about career opportunities at Mutual of Omaha Mortgage, visit www.mutualmortgage.com/lp/join-mutual-pr.

About Mutual of Omaha Mortgage

A subsidiary of Mutual of Omaha, Mutual of Omaha Mortgage offers a variety of home financing and refinancing options as well as industry-leading reverse mortgage products to help its customers through life’s transitions. For more information about Mutual of Omaha Mortgage, visit www.mutualmortgage.com. 

About Mutual of Omaha

Founded in 1909, Mutual of Omaha is a highly rated, Fortune 500 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.

Industry Veteran Robert Sivori Joins Ibis Software Board of Directors

FOR IMMEDIATE RELEASE: March 26, 2024

Contact:

Gerald C. Wagner

Ibis Software Corporation

Phone: (510) 217-8775

Email: RevMort@gmail.com

 

Industry Veteran Robert Sivori Joins Ibis Software Board of Directors


Alameda, California: Ibis Software Corporation proudly announces the appointment of Robert Sivori as a Director, effective March 1, 2024.

Bringing a wealth of experience from the reverse mortgage industry, Sivori joins Ibis Software as a Director, poised to contribute significantly to the company’s strategic growth initiatives.

 

Sivori’s extensive background includes serving as an executive of respected organizations such as Celink, Reverse Mortgage Investment Trust, MetLife Bank, EverBank Reverse Mortgage, and BNY Mortgage Company. He also brings a longstanding directorship with the National Reverse Mortgage Lenders’ Association (NRMLA), further enhancing his expertise in the field. A bio accompanies this release. 

 

“Joining Ibis Software represents an exciting opportunity to leverage my industry insights and contribute to the company’s ongoing success,” said Robert Sivori, newly appointed Director.

 

Jerry Wagner, President of Ibis Software, along with the entire team, extends a warm welcome to Bob and expresses eagerness to collaborate closely with him, leveraging his invaluable expertise.

 

About Ibis Software Corporation:

 

For over two decades, Ibis Software Corporation has been at the forefront of innovation, introducing the first non-HUD software for calculating and disclosing Home Equity Conversion Mortgages (HECMs), the most popular form of reverse mortgages. Ibis has served esteemed clients such as Wells Fargo Home Mortgage, J.B. Nutter, the Senior Lending Network, and M&T Bank. Presently, Ibis focuses on providing software solutions to HUD-approved HECM loan counselors, alongside offering the National Reverse Mortgage Lenders Association (NRMLA) with its widely acclaimed online reverse mortgage calculator.

 

Mutual of Omaha Reverse Mortgage Expands Wholesale Team with New Hires

Contact:

Michelle Sexton
Mutual of Omaha Mortgage
402-351-2962
michelle.sexton@mutualofomaha.com
February 26, 2024

 

FOR IMMEDIATE RELEASE: 


SAN DIEGO, CA — Mutual of Omaha Mortgage announced the expansion of its wholesale division with the addition of two industry veterans to its sales team. Kathleen Martinez and Darren Primicias have been appointed as national wholesale account executives for the mortgage company.

In their new roles, they will work to further expand Mutual’s footprint by signing up new brokers and lenders nationally.


Prior to joining Mutual of Omaha Mortgage, Primicias served as a wholesale account representative at Open Mortgage and Martinez served as a wholesale account representative at Liberty Reverse Mortgage.


“Kathy and Darren are seasoned veterans, both bringing more than a decade of experience to our wholesale division,” said Mark O’Neil, senior vice president of wholesale at Mutual of Omaha Mortgage. “We had a breakout year in 2023 and we think the experience and knowledge they bring to our team will help us further propel Mutual’s third-party business. We are proud to be expanding during a challenging time for our industry, and we think the investments we are making now will set our programs up for a strong future.”


If you would like more information about these recent changes, please contact Michelle Sexton at (402) 351-2962 or michelle.sexton@mutualofomaha.com.


About Mutual of Omaha Mortgage
A subsidiary of Mutual of Omaha, Mutual of Omaha Mortgage offers a variety of home financing and refinancing options as well as industry-leading reverse mortgage products to help its customers through life’s transitions. For more information about Mutual of Omaha Mortgage, visit www.mutualmortgage.com.


About Mutual of Omaha
Founded in 1909, Mutual of Omaha is a highly rated, Fortune 500 organization offering a variety of insurance and financial products for individuals, businesses, and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.


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Mutual of Omaha Reverse Mortgage Expands Wholesale Team with Key Management Hire

Contact:
Mark O’Neil
Mutual of Omaha Mortgage
moneil@mutualmortgage.com
941-661-4688
October 16, 2023

 

FOR IMMEDIATE RELEASE: 

Mutual of Omaha Reverse Mortgage Expands Wholesale Team with Key Management Hire

Mutual of Omaha Reverse Mortgage has appointed industry veteran Jennifer Allen as Wholesale Operations Manager. Allen brings more than 20 years of mortgage experience, including 15 years focused on reverse mortgage underwriting and operations.

 

“Jennifer brings a wealth of industry experience to our leadership team, including a strong credit background and an innovative mindset that will be pivotal in helping Mutual of Omaha Mortgage grow,” said Rachael Loonam, Senior Vice President of Operations at Mutual of Omaha Mortgage. “Jennifer will be an important voice and asset to our leadership team, and I can’t wait to see what we accomplish together in the future.”

 

Prior to joining Mutual of Omaha Mortgage, Allen held management roles at various companies within the reverse mortgage industry, including most recently serving as the Wholesale Underwriting Manager at Longbridge Financial.

 

“Every reverse mortgage loan is more important than ever, especially as our industry faces challenges,” Allen said. “I’m excited to bring my experience to this role, so I can work closely with both our sales team and partners to make sure we close as many of these loans as possible for our borrowers.”

 

About Mutual of Omaha Mortgage

A subsidiary of Mutual of Omaha, Mutual of Omaha Mortgage offers a variety of home financing and refinancing options as well as industry-leading reverse mortgage products to help its customers through life’s transitions. For more information about Mutual of Omaha Mortgage, visit www.mutualmortgage.com.

 

About Mutual of Omaha 

Founded in 1909, Mutual of Omaha is a highly rated, Fortune 500 organization offering a variety of insurance and financial products for individuals, businesses, and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.

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Mutual of Omaha Mortgage expands Wholesale Team

Contact:
Michelle Sexton
Mutual of Omaha Mortgage
michelle.sexton@mutualofomaha.com
402-351-2962
January 17, 2023

 

FOR IMMEDIATE RELEASE: 

Mutual of Omaha Mortgage Invests in Reverse Mortgage Growth, Expanding its Wholesale Team with Experienced Industry Leaders

SAN DIEGO, CA —Mutual of Omaha Mortgage is demonstrating its continued commitment to growth in its reverse mortgage business by adding a group of veteran wholesale leaders to its team.

Mutual of Omaha Mortgage has appointed Mark O’Neil, former Wholesale National Sales Leader for Reverse Mortgage Funding (RMF), which recently exited the mortgage business, as its new Senior Vice President of Wholesale.

Mutual of Omaha Mortgage has also added the following experienced Account Executives from the former RMF team:

  • Laura Bihuniak
  • Brian Boccia
  • John Burich
  • Dylan Cohen
  • Brandy Edwards
  • Daniel Gleadle
  • Peter Kulis
  • Anissa Palmatier
  • Jaimee Scott

Mutual of Omaha Mortgage has also added Jaime Girard as Partner Support Leader. Girard formerly served as RMF’s Relationship Manager Leader. She’ll be joined by five Partner Support Specialists from RMF.

“At Mutual of Omaha Mortgage, we believe strongly in the reverse mortgage product and the solutions it provides, so we are investing for the future,” said Alex Pistone, Reverse Mortgage President for Mutual of Omaha Mortgage. “We’re proud to be a subsidiary of Mutual of Omaha, a highly-rated company with more than 100 years of stability and service. We have the strength and resources to invest in growth and this opportunity to add incredible talent and experience to our wholesale division fits perfectly with our long-term strategy.”

This move comes after RMF announced layoffs and filed for bankruptcy in late November 2022.

“The team and I were looking for a new home with an established wholesale team where we could continue to grow and provide great service to our clients. It did not take long to recognize that Mutual of Omaha Mortgage has all the resources we could ask for,” O’Neil said. “This is a well-run organization with a veteran support staff, sales-friendly culture, and the most recognizable brand in our industry. And I think the fact that Mutual of Omaha Mortgage brought all of us on speaks volumes about their commitment to growing this business.”

Mutual of Omaha first entered the reverse mortgage market when it purchased Synergy One Lending and its subsidiary Retirement Funding Solutions (RFS) in 2018.

If you would like more information about these recent changes, please contact Honeyleen Gonzales at 619-794-1821 or hgonzales@mutualmortgage.com.

About Mutual of Omaha Mortgage

A subsidiary of Mutual of Omaha, Mutual of Omaha Mortgage offers a variety of home financing and refinancing options as well as industry-leading reverse mortgage products to help its customers through life’s transitions. For more information about Mutual of Omaha Mortgage, visit www.mutualmortgage.com

About Mutual of Omaha

Founded in 1909, Mutual of Omaha is a highly rated, Fortune 500 organization offering a variety of insurance and financial products for individuals, businesses, and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.

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AmericanSenior.com, a HighTechLending company debuts new campaign commercials.

PRNEWSWIRE— IRVINE, CALIFORNIA, NOVEMBER 10TH 2021.

PRNEWSWIRE— IRVINE, CALIFORNIA, NOVEMBER 16TH 2021.

HighTechLending DBA AmericanSenior.com is excited to announce the release of the first television commercials featuring Don Currie, President of HighTechLending, as the company spokesperson.  The commercial features actual AmericanSenior.com clients telling their stories of their personal financial situations and how a Reverse Mortgage positively impacted their lives.  The spots, which will be running across national networks this month, will focus on telling the story of AmericanSenior clients while educating viewers on the personal touch and other features that set AmericanSenior apart from the competition. “AmericanSenior treats its customers like family” states one of the testimonials.

 

The upcoming commercial series will continue to reinforce the benefits and features of reverse mortgages, as well as giving every client financial peace of mind in their retirement years. The commercials are running across cable and national networks including CNN, LIF, and FBN.

“The focus is always life-changing financial solutions that exceed your retirement goals. You’ll love our attentive support at every step in the process– quickly addressing your concerns and working at your pace. Our clients are always telling us we make them feel at ease with their financial decisions and the overall loan experience and it doesn’t stop there. We’re committed to your long-term stability, even after your loan has closed. We’re always here to give you sound, objective mortgage advice. ,” Don Currie, President of HighTechLending DBA AmericanSenior.com.

AmericanSenior.com, a HighTechLending, Inc. company purpose is to provide mature Americans over the age of 62 the opportunity to convert a portion of the equity in their home to tax-free cash, called a “reverse mortgage”, while also providing optional monthly mortgage payments.  The senior must continue to make property tax and insurance payments or risk foreclosure.  The program has been particularly helpful to those who have seen their retirement investments shrink as a result of the economy, are at risk of losing their homes due to an inability to make monthly payments or are looking to defer taking Social Security benefits early in their retirement.Taking out a reverse mortgage plan is one of the major decisions a customer can make and at AmericanSenior.com we believe that they should have the best possible choice and working with HUD-Approved counseling services which is vital in determining the flexibility to access further funds.

To learn more about AmericanSenior and the television commercials, please visit americansenior.com/tv.

 About AmericanSenior

AmericanSenior is the retail provider of reverse mortgage products allowing homeowners aged 62 and older to convert some of their home equity into tax-free cash without having to sell their home. AmericanSenior is a HighTechLending company and operates in most states across the U.S.  HighTechLending DBA AmericanSenior also offers the conventional 30-year fixed mortgage if that is the best option for the senior.

 

About HighTechLending, Inc.

Founded by President Don Currie and SVP Erika Macias, our winning strategy consists of a carefully crafted blend of excellent price, niche product offerings, and exceptional customer service. This concept combines the winning combination: paperless loan process with automated underwriting.

Don Currie has over 40 years of experience in the mortgage banking and real estate industry. He opened HighTechLending in June of 2006 as a mortgage bank specializing in high technology paperless loan processes. HighTechLending offers Fannie Mae (30-year conventional fixed mortgage), FHA, and Reverse Mortgages. Mrs. Erika Macias-White has over 25 years in the mortgage banking industry. She was the Senior Vice President of Wholesale Operating for IMPAC and helped launch the opening of HighTechLending in 2006. She currently oversees all production operations and is a strong bridge between the sales directives and the operational goals.

HighTechLending, Inc. is a mortgage bank focused on providing Brokers with price, product, and exceptional customer service. For more information and to obtain an instant rate quote, please visit www.HighTechLending.com