Sunshine, Value Crossover & Tech Removes Confusion

Exclusive on-location interview with Scott Harmes: C2 Financial’s Reverse Mortgage Division Manager


John A. Smaldone February 14, 2020 at 1:47 pm

Interesting Shannon,

How do I get to see this in this first hand?? If you can let me know, I would appreciate it. My contact information is below if you don’t have it al ready.

Thanks Shannon,


John A. Smaldone

James E. Veale, CPA, MBT February 14, 2020 at 2:27 pm

This was a great presentation. Scott’s ideas deserve consideration. I am a skeptic by training as a CPA. To go from a 2 out of 10 conversion rate to a 3 out of 10 is magical but to 9 out of 10 is excellent. Doubling or tripling a conversion rate is a great achievement.

I like the approach. Allowing the prospect to revisit the scaled down financial information is an improvement to the way most of us handle the origination process. Anything that reinforces how a reverse mortgage provides the proceeds the prospect/applicant/certified counselee needs to meet their needs and goals is exceptional.

Great job Shannon and Scott.


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