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Does the Assessment Require the Kitchen Table?


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Does the Financial Assessment Require Face-to-Face Meetings in the home?

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Much has been written about the Financial Assessment, especially the level of personal financial information required and the rapport needed to build the trust to gather such information. Does this mean that the assessment requiresface to face meetings with potential borrowers?

A recent article in Reverse Mortgage Daily addresses this vexing question. Until a few short years ago the vast majority of reverse mortgage sales took place at the homeowner’s kitchen table. An intimate setting where seniors typically handle their personal finances and paperwork. With the advent national television campaigns call centers began to…


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