In this Food For Thought, Lisa Moriello, CRMP, National Sales Manager at loanDepot, breaks down how reverse mortgage professionals can think more strategically about HECM structure in a changing rate environment.

Lisa focuses on three key “dials” originators can work with: margin, timing and how borrowers access their proceeds. She also explains why the expected rate matters more than the Fed headline, why timing can materially affect proceeds, and how different HECM structures can better align with a borrower’s priorities.

Rather than trying to predict where rates are headed, Lisa’s message is simple: understand the trade-offs, run the scenarios and structure the loan around what matters most to the borrower.

Read the full article on HECM World: https://hecmworld.com/2026/10/14/food-for-thought-hecm-rates-borrower-strategy/

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What separates the reverse mortgage originators who consistently perform from those who struggle to gain traction?

In Part 1 of this special Industry Leader Insights roundtable, Andrew Montesi is joined by three leading voices in reverse mortgage sales:

• Shain Urwin, CRMP, National Reverse Mortgage Director at C2 Financial
• Christina Harmes, CRMP, Reverse Mortgage Division Director at Barrett Financial
• Gabe Bodner, President of the 55+ Mortgage Division at OneTrust Home Loans

Together, they unpack the habits, disciplines and sales fundamentals that drive individual success — from prospecting and preparation to metrics, mentorship, empathy and long-term follow-up.

The panel also gets into one of the biggest challenges facing originators today: how to respond when rates, housing conditions, regulation and consumer perceptions are largely outside your control.

This is a practical conversation built around real experience, including what these leaders have learned the hard way and how they coach originators who are working hard but not seeing enough results.

Watch or listen to Part 1 now, and come back for Part 2 as the discussion shifts to scale, coaching, team development and building a high-performance reverse mortgage business.

Get the full article and details: https://hecmworld.com/2026/09/28/industry-leader-insights-leaders-roundtable-successful-originators-tough-market/

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A long wait is one thing. Not knowing what’s happening is another.

In this Food For Thought, Jason Back of Broker Essentials uses a frustrating airport experience in Barcelona to highlight a common weakness in the mortgage customer journey: silence.

As mortgage businesses increasingly rely on automation, CRMs, portals and digital processes, Jason argues that efficiency only works when customers still understand where they are, what happens next and what they need to do.

He shares three practical ways mortgage professionals can improve the client experience, including identifying communication gaps, providing updates before customers have to ask, and making someone responsible for viewing the process from the customer’s perspective.

Read the full article: [INSERT LINK]

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