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Find Reverse Mortgage Specialists in San Luis Obispo, CA

Compare reverse mortgage specialists in San Luis Obispo. Review contact information and insurance categorys before you decide.

18 agents listed
Updated June 2026
San Luis Obispo, 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 18 reverse mortgage specialists in San Luis Obispo, 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.
Assist Home Loans
1410 Noveno Ave, San Luis Obispo, CA 93401
(805) 757-0544 assisthomeloans.com
Pacific Trust Mortgage
735 Tank Farm Rd, San Luis Obispo, CA 93401
(805) 543-4422 pacifictrustmortgage.com
Landon Spitler at Certainty Home Lending (NMLS #633244)
895 Pismo St, San Luis Obispo, CA 93401
(805) 471-0243 certaintyhomelending.com
Donna Lewis at Rate (NMLS #245945)
1065 Higuera St Suite 100, San Luis Obispo, CA 93401
(805) 335-8743 rate.com
Ben Lerner at Certainty Home Lending (NMLS #395723)
895 Pismo St, San Luis Obispo, CA 93401
(805) 441-9486 certaintyhomelending.com
Arrona Financial: David Arrona, Mortgage Broker
599 Higuera St f, San Luis Obispo, CA 93401
(805) 544-0160 arronafinancial.com
Jeff Meyers at CrossCountry Mortgage
846 Higuera St # 5, San Luis Obispo, CA 93401
(805) 440-9006 crosscountrymortgage.com
The Mortgage House
1103 Toro St, San Luis Obispo, CA 93401
(805) 782-6999 themortgagehouse.com
Carley Smith at Certainty Home Lending (NMLS #448442)
895 Pismo St, San Luis Obispo, CA 93401
(773) 435-7563 certaintyhomelending.com
Acquire Mortgage And Real Estate
1405 Garden St, San Luis Obispo, CA 93401
(805) 544-5626 acquireslo.com
Mike Poyntz - Motif Mortgage
1319 Marsh St STE 102, San Luis Obispo, CA 93401
(805) 234-0903 advicebeforeprice.com
Primary Residential Mortgage, Inc.
1042 Pacific St # C, San Luis Obispo, CA 93401
(805) 546-0290 primeres.com
Rolf Storlie | Loan Officer | Primary Residential Mortgage, Inc.
1042 Pacific St suite f, San Luis Obispo, CA 93401
(805) 546-0290 primeres.com
Maggie Koepsell at Rate (NMLS #704130)
1065 Higuera St, San Luis Obispo, CA 93401
(805) 674-6653 rate.com
Kim Williams at Certainty Home Lending (NMLS #263247)
895 Pismo St, San Luis Obispo, CA 93401
(805) 471-6186 certaintyhomelending.com
Central Coast Lending
1319 Marsh St, San Luis Obispo, CA 93401
(805) 543-5626 centralcoastlending.com
Bill Mott at Certainty Home Lending (NMLS #341086)
895 Pismo St, San Luis Obispo, CA 93401
(805) 234-5081 certaintyhomelending.com
Arin Sandhu - Mortgage & Real Estate
1405 Garden St, San Luis Obispo, CA 93401
(805) 801-8570 arinsandhu.my1003app.com

Reverse mortgage specialists in San Luis Obispo help homeowners aged 62 and older convert home equity into tax-free funds. California law requires a mandatory counseling session with a HUD-approved counselor before you can apply. Specialists in this area are familiar with local property values and the Central Coast real estate market.

What Does a Reverse Mortgage Specialist in San Luis Obispo Cost?

Typical costs for a reverse mortgage in California include an origination fee of 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. For a home valued at 500,000 dollars, total upfront costs can range from 10,000 to 15,000 dollars. Annual mortgage insurance premiums are 0.5 percent of the loan balance. This is general information and 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 does a reverse mortgage specialist do in San Luis Obispo?
A reverse mortgage specialist guides you through the Home Equity Conversion Mortgage process. They explain loan terms, costs, and how the loan affects your home ownership. They also help you understand California disclosure requirements and coordinate with HUD-approved counselors.
Are there age requirements for a reverse mortgage in California?
Yes, all borrowers must be at least 62 years old. This is a federal rule for HECM loans. The specialist will verify your age and ensure you meet this requirement before proceeding.
How does California law affect reverse mortgage proceeds?
California law does not tax reverse mortgage proceeds as income. The funds are considered loan advances and are not subject to state income tax. However, property taxes and insurance must still be paid on time to avoid default.

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