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 Launches New Mobile App

Contact:
Michelle Meisinger
Mutual of Omaha
402-351-2962
michelle.meisinger@mutualofomaha.com
December 18, 2020 

FOR IMMEDIATE RELEASE: 

Mutual of Omaha Mortgage Launches New Mobile App 

Omaha, NE – Mutual of Omaha Mortgage recently launched a mobile app for its reverse mortgage loan programs, including the HECM for Purchase (H4P) product. The free app is an industry-first tool for potential reverse mortgage clients, their family and friends, and their trusted advisors to learn more about the programs offered and start the loan application process.   

“We are excited to bring this new technology to our Reverse Mortgage customers,” said Chris Kargacos, executive vice president of national sales for Mutual of Omaha Mortgage. “We feel this innovative solution will allow us to better serve our customers at the highest level, especially in this current environment.” 

The app uses new technology to offer users convenience at their fingertips, including the following features: 

  • An online application allows borrowers to begin the application process using a mobile device or a desktop computer. 
  • Borrowers can easily take pictures and upload required supporting documents to their account via mobile device or desktop computer.  
  • Loan milestone notifications keep borrowers and real estate agents up-to-date on the status of their transaction.  
  • A built-in chat feature allows users to communicate in real–time with their loan officer and/or real estate agent. 
  • Mortgage calculators provide borrowers or real estate agents a convenient way to calculate their loan amounts or proceeds from a HECM for Purchase or reverse mortgage. 
  • Additional information about the HECM for Purchase and other reverse mortgage programs.  

“This app is a game-changer for our reverse mortgage industry,” said John Metcalf, vice president of sales technology and strategy for Mutual of Omaha Mortgage. “Its features help keep our customers informed and connected, makes processes faster and more efficient, and provides them with the option to conduct their business virtually. Historically, much of the process was done face-to-face, so being able to facilitate these activities from a mobile device or a computer is a big advantage, especially right now.” 

For more information, visit mutualreverse.com/app/. The app can be downloaded for free in the App Store and Google Play Store by searching “Mutual of Omaha Mortgage”. 

About Mutual of Omaha Mortgage
Founded in 1909, Mutual of Omaha is a highly rated, Fortune 500 organization offering 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. 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 mutualreverse.com.