JOIN RETIREMENT FUNDING SOLUTIONS
Retirement Funding Solutions, the largest Retail Lender in the nation and is committed to building a world-class organization dedicated to its customers and employees. Founded by a proven executive team with an extensive history in the reverse mortgage space, we understand what it takes to navigate the ever-changing landscape and keep you ahead of your competition.
Retirement Funding Solutions has one of the most tenured fulfillment teams in the industry. We understand the importance of a strong partnership between Sales and Fulfillment and are aware of what happens when that objective is not achieved. Our philosophy is simple – we have three clients. The first client is our loan officer. Our second client is our borrower. Our third client is your referral partner. We know who we serve, and this results in high loan officer and customer satisfaction at Retirement Funding Solutions.
Repeatable touch points
East & West Coast presence
H4P Loan Officer training
H4P Certification Course
Direct access to UWs
Preflight and Credit Desk
Pre-approvals for H4P
Dedicated in house team
to get your condo’s
• Dedicated Financial Advisor and H4P models
• Proven blueprints to help you build, grow and achieve a sustainable self-sourced business
• Channel leaders dedicated to provide ongoing mentoring
• Ongoing webinars led by industry leaders you can leverage with your referral network
• Become a certified instructor to offer continuing education credits to financial advisors & realtors
• Offer a compelling revenue and partnership opportunity to banks, credit unions and mortgage broker
Automated B2B and direct to consumer electronic and drip mail campaigns designed to keep you in front your customers and referral partners.
Corporate trainer and local leadership to provide ongoing personal development and skill building coaching focused on keeping you ahead of your competition.
RFS is committed to contributing and investing in strategic relationships to create national visibility for you with your local referral partners.
Retirement Funding Solutions provides a well-rounded aggressive compensation package. Our agnostic structure allows you to make decision that align you with your customers.
RFS offers expense reimbursement on a per funded loan basis. We encourage you to invest in your personal business.
We recognize our best and brightest with an annual trip. This exclusive event allows you and a guest to spend quality time with your colleagues at various exclusive resorts.
CLIENT CARE COORDINATORS
Dedicated assistants are available to assist you with managing your files and gathering conditions. This service allows you to stay focused on new sales and existing customers.
This service allows you to originate forward and reverse loans nationally.
• RFS Social – proprietary, personalized social media solution (Facebook, Linked-In, Twitter)
• Turn key solution to participate in social media via RFS Social
• RFS Store – customized swag on demand
• Dedicated marketing department – turnkey collateral ready to deploy
• On demand printing
• Custom orders
• Personal website
• The Coop – Retirement Funding Solutions’ proprietary electronic Library
• Reverse Vision – Industry Standard
• SalesEngine – Industry specific CRM designed for the reverse mortgage professional
Having served in the Reverse Mortgage Industry for 10 years, I’ve worked for large and small lenders. Retirement Funding Solutions is the best of both worlds, and they have accomplished this by assembling an experienced executive leadership team who views and treats their employees as customers.
As a reverse mortgage professional for over a decade, I remain in close contact with my colleagues in all areas—sales, processing, management, underwriting. I began to hear about a new company called Retirement Funding Solutions and many of the individuals I admire and respect were talking about making a move there. I made a trip to San Diego to check out the new offices and I felt as though I was at a family reunion with my favorite relatives! I am working with my favorite processor from 10 years ago, I am able to ask financial assessment questions of the “preflight” team, and all in all, the process from application to closing is seamless and stress-free. I love being a team member at Retirement Funding Solutions!
I’m the type of person who doesn’t make a career move without a lot of due diligence and considerable thought. My decision to join Retirement Funding Solutions was based on my absolute certainty that I would have cutting-edge resources to support and grow my business, all while being surrounded by subject matter experts playing at the top of their game. I wanted an honest, approachable and nimble management team who was laser-focused not only on my growth, but on building the entire platform. I also needed to know that I was dealing with people of integrity, compassion and authenticity. I probably know what you’re thinking right about now, because I, too, have heard it: “They’re all the same”. Well, I’m here to emphatically tell you it’s not true. Retirement Funding Solutions has not only met my expectations, they have exceeded them.
I love the culture of Retirement Funding Solutions. I help a lot of people. I make a lot of money and I’m here to stay.
The greatest asset of RFS is its people. It is a fraternity of entrepreneurial, free thinking, hard working, trail blazing individuals. The energy and resources of these talented professionals make this career absolutely delightful!
Our Stellar Leadership team provides excellent marketing materials, training resources, pre-flight and a solid pre-approval process for H4P. All the tools I need to succeed!
Retirement Funding Solutions’ HERO program has been extremely valuable to me as a reverse mortgage professional. I have become a top performer in the industry thanks in large part to Shelley. With the recent changes to the HECM program, success with Financial Advisors has become quite important. Knowing how to speak their language and properly explain the strategic use of a HECM is the key to success. Shelley’s program has helped me increase my referrals from Financial Advisors tremendously, and I am thrilled that they now account for over 60% of my business. I highly recommend Retirement Funding Solutions to any loan officer who is serious about helping the Mass Affluent, and succeeding in this industry long-term.