March-April 2021

Member Profiles Who’s Who in Reverse Mortgages Profiles of Member Companies Member News Haviland Joins FAR as Wholesale National Sales Trainer Sue Haviland has joined Finance of America Reverse (FAR) as national sales trainer, wholesale division. Haviland comes to FAR with nearly 35 years in the mortgage business, the last 17 in reverse mortgages. She has been an originator, trainer and speaker and has hosted her own radio show, “Senior Spotlight with Sue Haviland,” that covered a variety of topics of interest to seniors. She founded Reverse Mortgage Success, a training company that trained loan officers who wanted to excel in the reverse space. Her focus will be on the education and development of FAR’s wholesale channel that includes Finance of America Mortgage Reverse—Wholesale/Retail, as well as over 1,500 wholesale partners across the country. Notary Company Joins NRMLA Phoenix, AZ-based tech startup Notaroo announced in a news release that it recently joined NRMLA to cement its commitment to streamlining the notary process for reverse mortgage loans. Founded last year by Todd Ausherman, the company set out to simplify the often complicated and drawn-out HECM loan signing process. “During my many years as a reverse mortgage lender, I was often frustrated with the disjointed and chaotic process of physically signing reverse mortgage documents,” Ausherman says. The Notaroo platform integrates its technology with reverse mortgage lenders, title companies and escrow companies’ specific preferences and requirements to make a more efficient and predictable experience for borrowers by keeping the key parties in a loan closing informed and involved. Langner Promoted to CEO of ReverseVision ReverseVision, San Diego, CA, promoted Joe Langner to president and CEO. Langner has held positions as chief operating officer and chief sales officer at Ellie Mae, CEO at Blue Sage and president at PC Lender, to name a few. Since joining ReverseVision as president in March 2020, Langner has initiated integrations that align its technology and services with forward lending workflows. John Button, former CEO, will continue to advise the corporate board as a member of the board of ReverseVision and represent ReverseVision in a range of industry organizations and events. AAG Receives Diversity Award American Advisors Group (AAG) in Orange, CA, has been named a Best Company for Women and a Best Company for Diversity in the large company category by Comparably, a leading workplace culture and compensation monitoring organization. Comparably’s annual Best Places to Work Awards rely solely on the input of employees who provide company ratings. The awards were determined by Comparably’s proprietary algorithm, as well as the quality and quantity of each company’s overall ratings. “It is a tremendous honor to be recognized by our employees and by Comparably for these awards,” said AAG Chief People Officer Rebecca Pacillas. “We take enormous pride in being a company that values diversity, and these accolades represent the efforts that we have put forth to give all of our employees an equal opportunity to succeed.” Allegiant Reverse Services, a division of FNC Title Services, LLC Allegiant Reverse Services, a divi- sion of FNCTitle Services, LLC., is a full-service title and settlement com- pany with a national footprint. Our seasoned staff is regarded as the most knowledgeable and professional team in the industry. Additionally, we are backed by the top two underwriters in the nation. Fidelity National Title and First American Title provide the comprehensive coverage, stability and security our borrowers and lenders deserve. This along with our steadfast dedication and loyalty to the reverse mortgage industry continues to make us the partner you can depend on. Megan Hafenstein, Vice President megan@allegiantreverse.com • 844-808-8299 • allegiantreverse.com American Advisors Group (AAG) AAG is dedicated to helping older Americans find new ways to fund a better retirement through the responsible use of home equity. As the nation’s leader in reverse mortgage lending, AAG offers a suite of home equity solutions – including federally-insured Home Equity Conversion Mortgages, traditional and proprietary mortgages, and real estate services – that are designed to give seniors a better financial outcome in retirement. AAG is a proud member of the National Reverse Mortgage Lenders Association (NRMLA). To learn more about AAG and reverse mort- gage loans, please visit the company’s website at www.aag.com/wholesale. Tabatha Addison, Vice President, Business Development & Training taddison@aag.com • (866) 964-1109 • www.aag.com/wholesale Bay Docs, LLC Bay Docs has been servicing the reverse mortgage industry since 1994! We added our Reverse Express reverse mortgage Loan Origination System to our products in 2008. We support both the Home Equity Conversion Mortgage (HECM) program and Proprietary Reverse Mortgages. Our goal is to provide the best customer service in the industry and to ensure that all your reverse mortgage needs are met. Megen Lawler, Chief Executive Officer 415-408-5135 • mlawler@baydocs.net • https://www.baydocs.net Celink People – We are a team of committed and ethical reverse mortgage servicing professionals and sub- ject matter experts. Platform – ReverseServ™ is Celink’s proprietary reverse mortgage servicing platform. Process – Celink manages thousands of line of credit requests, files hun- dreds of claims to HUD, and may process between two to 5,000 monthly prepayments, foreclosures, due & payables, and T&I defaults. Partners – Celink has long-term and mutually-profitable relationships with very reputable names in the reverse mortgage industry. Passion – Celink is dedicated to its clients, their borrowers, and the reverse mortgage industry-at-large. Contact: Katie Rizzo, Director of Client Relations 517-703-1857 • www.celink.com Finance of America Reverse LLC FAR is the nation’s #1 Wholesale Reverse Mortgage Lender* and Innovation Leader, bringing first-to-market opportunities to independent originators across the coun- try. Our suite of proprietary products include Jumbo and LOC offerings, and FAR’s partner platform Xcelerate supports education, marketing, and sales so that our partners can help Americans get to work on retirement. *Since December 2011. Based on trailing 12 months’ endorsement volume. Source: Reverse Market Insight. Jonathan Scarpati, VP 516-445-9465 • jscarpati@fareverse.com • www.farwholesale.com 34 REVERSE MORTGAGE / MARCH-APR I L 2021