Mission Statement

It is a privilege to be able to make reverse mortgages available to all seniors throughout Vermont. This will be done in a manner which gives elders the opportunity to decide for themselves whether or not a reverse mortgage is appropriate.

Business Philosophy

The best way to grow a business is to concentrate on providing the highest level of personal, ethical service. This should be done in a manner which cultivates the good will and confidence of the client instead of concentrating on the sale. Therefore, the level of personal referrals is the best indicator of success, not the number of loans clients sign up for.

Application Policy

For their convenience, and because the home is a critical component of the transaction whenever possible we will take application in the clients home. Seniors deserve and need the time to consider their financing options thoroughly. Therefore, we will not ask for a decision or accept a reverse mortgage application on the first visit.

Phone/Call Back Policy

To insure clients the greatest possible access, direct line phone numbers will be available. That means the calls do not go through a receptionist or one of those touch twenty different numbers phone systems. It rings through to the desk.

Every effort is to be made to return all calls every day. To assure clients this policy is in effect the day’s date will be recorded along with a new message. When out of the office, our personal cell phone number will always be included in the recorded message as well.