Your Shop Desk
Reverse Mortgage · Custom Shop Desk CRM

A Custom CRM for Reverse Mortgage Specialists

For loan officers who help older homeowners and their families through a slow, careful decision. Yours would follow up patiently, keep the counseling session on track and let grown children help when the homeowner says so.

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A Shop Desk set up the way a reverse mortgage business would run it
A Shop Desk set up the way a reverse mortgage business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Reverse Mortgage Words

Every reverse mortgage moves down the same line. We name each stop the way your crew already does.

  1. 01Inquiry
  2. 02Info Sent
  3. 03Counseling
  4. 04Application
  5. 05Appraisal
  6. 06Closing
  7. 07Funded

A reverse mortgage on your desk hangs off the homeowner and the home.

So the card asks for what you actually need, and nothing a reverse mortgage business would never fill in.

  • Youngest borrower's age
  • Home value estimate
  • Current mortgage balance
  • Counseling certificate date
  • Appraisal date
  • Family member involved
Where it leaks

Where Reverse Mortgage Businesses Lose Work

Family Left Out

The homeowner wants their son or daughter to weigh in. If the family feels left out, the answer becomes no.

Counseling Booked but Never Done

The required counseling session gets scheduled and then slips. Without it the loan can't move, and nobody noticed it slipped.

Long Decisions, Short Memory

Many homeowners take months to decide. If your follow up stops after two calls, they end up closing with whoever was still calling.

What we would build

Fitted to How You Already Work

  • Family on the Record With Permission

    Add the adult children or a trusted helper when the homeowner says so. Each one gets only the updates the homeowner allows.

  • Counseling Date Tracking

    Every file shows when counseling is booked and when the certificate comes back. Files missing it get flagged.

  • Contact at Their Pace

    Set a gentle schedule of check ins by phone, mail or text. The desk reminds you, it doesn't pester them.

  • A Plain Status Page

    The homeowner sees where the loan stands in large, clear words. We set up consent, opt outs and who sees what with you.

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Questions

What Reverse Mortgage Owners Ask

Can a son or daughter be kept in the loop?
Yes, with the homeowner's okay. We add them as a contact and you choose what they see and receive. The homeowner stays in charge.
Can it track the counseling session?
Yes. Each file shows the counseling date and whether the certificate came in. The file can't move to application without it, if you want it that way.
How often will it contact homeowners?
Only as often as you set it to. Many specialists prefer a slow, friendly pace, and the desk follows whatever pace you choose. Anyone who asks to stop is stopped.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Reverse Mortgage Business Runs

We will tell you honestly what a desk fitted to it would take.

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