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Find Reverse Mortgage Specialists in Aliso Viejo, CA

Directory of reverse mortgage specialists in Aliso Viejo, California. Verify credentials with the state state mortgage licensing authority before hiring.

10 agents listed
Updated June 2026
Aliso Viejo, CA
Important: Listings are compiled from publicly available sources and have not been independently verified by BeforeMortgageUSA.com. We do not endorse any broker or guarantee outcomes. Verify licensing and disciplinary status with the State Mortgage Licensing Authority of California before hiring.
Showing 10 reverse mortgage specialists in Aliso Viejo, CA Listings are displayed in no particular order and are not ranked by BeforeMortgageUSA. Order does not constitute a recommendation or endorsement of any broker.
Generation Lending Inc.
6A Liberty #175, Aliso Viejo, CA 92656
(844) 933-3474 generationlendinginc.com
Promise Home Loans
120 Vantis Dr #300, Aliso Viejo, CA 92656
(888) 762-7808 promisehomeloans.com
Elixir Mortgage Lending
45 Bluebird Ln, Aliso Viejo, CA 92656
(800) 558-0496 elixirmortgagelending.com
Independent Lending - Private Money
120 Vantis Dr #300, Aliso Viejo, CA 92656
(949) 830-3151 ihlend.com
RWM Home Loans - Aliso Viejo
18 Journey Bldg A Ste 140, Aliso Viejo, CA 92656
(949) 681-7070 rwmloans.com
Magellan Capital Group & Assoc. DBA Aliso Niguel Mortgage
120 Vantis Dr Ste 336, Aliso Viejo, CA 92656
(949) 533-9333 anmcg.com
Rick Geary, Mortgage Specialist
18-A Journey suite 140, Aliso Viejo, CA 92656
(949) 682-8252 rgeary.com
JMJ Financial - Aliso Viejo
26800 Aliso Viejo Pkwy #200, Aliso Viejo, CA 92656
(949) 340-6336 jmj.me
Dusty Lloyd - Promise Home Loans
130 Vantis Dr Suite 155, Aliso Viejo, CA 92656
(949) 371-5363 promisehomeloans.com
Glenn Cooper Mortgage Broker
120 Vantis Dr #300, Aliso Viejo, CA 92656
(949) 212-2301 glenncoopermortgage.com

A reverse mortgage specialist in Aliso Viejo, California can help homeowners aged 62 and older convert home equity into tax-free funds. In California, reverse mortgages are subject to state and federal regulations, including mandatory counseling from a HUD-approved agency. Aliso Viejo residents should work with a specialist familiar with Orange County property values and local lending practices.

What Does a Reverse Mortgage Specialist in Aliso Viejo Cost?

Reverse mortgage costs in California typically include an origination fee up to 2 percent of the home value, a mortgage insurance premium of 2 percent of the appraised value, and third-party fees such as appraisal and title search. Total closing costs often range from 2,000 to 8,000 dollars depending on the property value and lender. Ongoing costs include servicing fees and interest accrual. This is general information, not mortgage or financial advice.

* Cost estimates are general ranges based on publicly available data and compiled using automated research tools. Actual fees vary by agent and case complexity. This is not mortgage or financial advice — consult directly with an agent for fee specifics.

Frequently Asked Questions

What is a reverse mortgage specialist in Aliso Viejo?
A reverse mortgage specialist is a licensed professional who helps seniors understand and apply for Home Equity Conversion Mortgages (HECMs). They guide borrowers through counseling, loan terms, and repayment options specific to California rules.
What are the age requirements for a reverse mortgage in California?
Borrowers must be at least 62 years old. All homeowners on the title must meet this age requirement. California law also requires that borrowers receive HUD-approved counseling before applying.
Are reverse mortgage proceeds taxable in California?
No, reverse mortgage proceeds are not considered income for federal or California state tax purposes. However, interest on the loan is not tax deductible until the loan is repaid. Consult a tax professional for your situation.

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