Reverse Jumbo Purchase or Refi

For homeowners who qualify, we now offer the Jumbo Advantage reverse mortgage loan, a unique solution created exclusively for high-value homeowners. Unlike a traditional reverse mortgage loan, the Jumbo Advantage  loan is a private reverse mortgage offering that allows borrowers to access up to $4 million of their home equity in tax-free* cash. The loan has a fixed rate and allows you to take out the money in one lump sum at closing

The Jumbo Advantage Loan is like a Traditional Reverse Mortgage..

What does this mean?

  • The borrower can eliminate monthly mortgage payments.
  • The borrower must continue to pay property taxes and homeowner’s insurance, and must keep the home in good repair, per the obligations of the loan.
  • The borrower remains the owner of the home and on title.**
  • The amount you can borrow depends on the value of your property, your interest rate and your age.


To qualify for the Jumbo Advantage

Borrowers must meet the following requirements:

  • You must be at least 62 years old.
  • You must own a high-value property and it must be your primary residence.
  • The Jumbo Advantage loan must be able to deliver more proceeds than a traditional reverse mortgage.

Ready to learn more?

Let's talk about your options.

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