CALL US TODAY 858-335-7398

JOIN RETIREMENT FUNDING SOLUTIONS

ABOUT US

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.

OPERATIONAL EXCELLENCE

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. 

PROCESSING

Assigned Processor
Repeatable touch points
East & West Coast presence

DEDICATED
H4P EXPERTISE

H4P Loan Officer training
H4P Certification Course

UNDERWRITING

Direct access to UWs
Preflight and Credit Desk
Pre-approvals for H4P

INTERNAL
CONDO TEAM

Dedicated in house team
to get your condo’s
FHA approved.

STRATEGIC
INITIATIVE
HIGHLIGHTS

• 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

NURTURE CAMPAIGNS

Automated B2B and direct to consumer electronic and drip mail campaigns designed to keep you in front your customers and referral partners.

SALES TRAINING

Corporate trainer and local leadership to provide ongoing personal development and skill building coaching focused on keeping you ahead of your competition.

CORPORATE SPONSORSHIP

RFS is committed to contributing and investing in strategic relationships to create national visibility for you with your local referral partners.

COMPENSATION PACKAGE

Retirement Funding Solutions provides a well-rounded aggressive compensation package. Our agnostic structure allows you to make decision that align you with your customers.

EXPENSE REIMBURSEMENT

RFS offers expense reimbursement on a per funded loan basis. We encourage you to invest in your personal business. 

PRESIDENT’S CLUB

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.

CONCIERGE DESK

This service allows you to originate forward and reverse loans nationally.

BENEFITS

MEDICAL/DENTAL/VISION
LIFE
AD&D
LTD
401K
EMPLOYEE
REFERRAL BONUS

COMPETITIVE
PRODUCT
OFFERINGS

MARKETING
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
TECHNOLOGY
• The Coop – Retirement Funding Solutions’ proprietary electronic Library
• Reverse Vision – Industry Standard
• SalesEngine – Industry specific CRM designed for the reverse mortgage professional

TESTIMONIALS

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