Tom - Shares the Power of a Reverse Mortgage

Tom, a client of SMPL Mortgage, shares his experience of securing a mortgage after the passing of his wife. He initially sought to stabilize his finances but found that the mortgage provided by John and his team offered much more. It not only reduced his monthly expenses but also allowed him to invest in much-needed home improvements. The process gave him emotional relief and financial confidence.

Tom discusses his experience with getting a mortgage from SMPL Mortgage after a significant life transition, the passing of his wife. He talks about how the mortgage helped him financially and emotionally.

Initial Goal: Tom initially wanted to get a handle on his finances after his wife, who was the major breadwinner and managed the finances, passed away. He wanted to think about his largest asset, his house, which he didn't want to sell.

Outcome: Tom learned about refinancing opportunities that not only reduced his monthly expenses but also allowed him to invest in home improvements. He was able to pay off debts, improve his house, and feels more relaxed about his finances.

Emotional Relief: Losing his wife put a lot emotionally on his plate. Working with John and his team gave him the confidence and relief he needed. He feels more relaxed about his finances and even had the courage to look at his budget.

Process: Tom found the process of working with SMPL Mortgage to be smooth. He felt confident that the process was being taken care of efficiently and timely.

Summary:
Initial Goal: Secure finances after wife's passing; focus on house as an asset.
Outcome: Reduced monthly expenses, invested in home improvements.
Emotional Relief: Gained confidence and emotional stability.
Process: Smooth and timely, instilled confidence.

Lisa Creates Financial Security

Lisa, a client of SMPL Mortgage, shares her positive experience with obtaining a reverse mortgage. She initially sought certified specialists for ethical reasons and found SMPL Mortgage. The reverse mortgage has allowed her to use her home equity to supplement her retirement, freeing up income and eliminating her mortgage payment. This has given her financial stability and peace of mind. She also appreciated the seamless and personalized process, including the introduction to a financial planner.

Lisa discusses her experience with SMPL Mortgage and how a reverse mortgage helped her achieve financial security and peace of mind.

Initial Goal: Lisa took a class in Reverse Mortgages and did some research. She was looking for certified reverse mortgage specialists with an ethics component, which led her to SMPL Mortgage.

Outcome: The reverse mortgage allowed her to use her home equity to supplement her retirement income. This freed up income and gave her peace of mind by eliminating her mortgage payment.

Day-to-Day Impact: Lisa no longer has to worry about a mortgage payment. She only needs to take care of property taxes and home maintenance, which she was already doing. This has given her financial stability and peace of mind.

Additional Benefits: The reverse mortgage has allowed her to be debt-free except for her car note, adding to her financial stability.

Process: Lisa found the process with SMPL Mortgage to be simple, stress-free, and personalized. She appreciated the seamless and stress-free experience, including the personal touches like gifts left at her doorstep.

Financial Planning: Lisa found the introduction to a financial planner as part of the process valuable. The planner provided her with several options and pros and cons, which helped her make an informed decision.

Initial Goal: Find certified reverse mortgage specialists; use home equity to supplement retirement.
Outcome: Eliminated mortgage payment, freeing up income.
Day-to-Day Impact: Financial stability and peace of mind.
Additional Benefits: Debt-free except for car note.
Process: Simple, stress-free, and personalized.
Financial Planning: Valuable introduction to a financial planner.