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Find Reverse Mortgage Specialists Near You in Helena, MT

Directory of reverse mortgage specialists in Helena, Montana. Verify credentials with the state state mortgage licensing authority before hiring.

15 agents listed
Updated June 2026
Helena, MT
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 Montana before hiring.
Showing 15 reverse mortgage specialists in Helena, MT Listings are displayed in no particular order and are not ranked by BeforeMortgageUSA. Order does not constitute a recommendation or endorsement of any broker.
Capital Hill Team powered by Premier Mortgage Resources
3345 Colton Dr B, Helena, MT 59602
(406) 457-5205 thecapitalhillteam.com
Evergreen Home Loans Helena NMLS ID 2101498
639 Helena Ave STE A, Helena, MT 59601
(406) 324-7222 evergreenhomeloans.com
Union Home Mortgage
1048 Helena Ave Suite 102 & 103, Helena, MT 59602
(406) 868-7915 uhm.com
J.R. McFadden NMLS 1246357 | Major Mortgage
2001 11th Ave #28, Helena, MT 59601
(406) 465-1918 jrmcfadden.com
Jenni Grovom - Mortgage Lender, Opportunity Bank of Montana
1400 Prospect Ave, Helena, MT 59601
(406) 439-7216 apply.opportunitybank.com
Gwen Williams, Loan Originator, NMLS #700257
55 Lincoln Rd W, Helena, MT 59602
(406) 461-3741
Renegade Financial
27 Neill Ave Suite 103, Helena, MT 59601
(406) 760-1985 renegademt.com
Dawn Buckley-U.S. Bank Mortgage
302 N Last Chance Gulch, Helena, MT 59601
(406) 237-6043 mortgage.usbank.com
Kristen McLaughlin - Stockman Bank
1435 Vandelay Ave, Helena, MT 59601
(406) 447-9007 mortgage.stockmanbank.com
Don Kessler NMLS 6880 Evergreen Home Loans NMLS 3182
639 Helena Ave STE A, Helena, MT 59601
(406) 439-9533 evergreenhomeloans.com
Mutual Of Omaha Reverse Mortgage DeWolf
1422 Cedar St, Helena, MT 59601
(406) 431-4651 mutualreverse.com
Katie Lawler
3094 N Sanders St, Helena, MT 59601
(406) 447-9006 mortgage.stockmanbank.com
New American Funding- Helena
420 Sierra Rd W Ste 5, Helena, MT 59602
(406) 290-8677 newamericanfunding.com
Corey Hill, Mortgage Lender
3345 Colton Dr B, Helena, MT 59602
(406) 461-7969 thecapitalhillteam.com
US Bank Mortgage
Helena, MT 59601
(800) 872-2657 mortgage.usbank.com

A reverse mortgage specialist in Helena Montana helps older homeowners convert home equity into tax-free funds without selling their property. Montana law requires borrowers to complete HUD-approved counseling before applying for a Home Equity Conversion Mortgage. Local specialists guide clients through this process and explain how Montana property tax deferral programs may interact with reverse mortgage proceeds.

What Does a Reverse Mortgage Specialist in Helena Cost?

Typical costs for a reverse mortgage specialist in Montana include an origination fee of up to 2 percent of the home value and a mortgage insurance premium of 2 percent of the appraised value. Third-party costs such as appraisal and title search can range from 500 to 1500 dollars. These costs are often financed into the loan rather than paid upfront. 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 are the age requirements for a reverse mortgage in Helena Montana?
Borrowers must be at least 62 years old to qualify for a reverse mortgage in Montana. The specialist will verify age and confirm the home is the primary residence.
Does Montana have specific counseling rules for reverse mortgages?
Yes. Montana requires all reverse mortgage applicants to complete a counseling session with a HUD-approved counselor before loan approval. The specialist can provide a list of approved counselors in Helena.
Can a reverse mortgage affect my Montana homestead exemption?
A reverse mortgage does not affect your Montana homestead exemption. However the loan must be repaid when you move out or sell the home. A specialist can explain how this works with local property laws.

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