Reverse Mortgage Prospect Lists

Target Homeowners 62+ with High Equity

A Targeting Opportunity

Reverse mortgages aren’t new.
But they’re becoming a more relevant option for today’s homeowners.

For mortgage professionals, this isn’t a volume play.
It’s a targeting opportunity.

The right homeowners—at the right time—are open to the conversation.

Why Now?

For lenders, this creates a quieter—but very real—opportunity.

The Reverse Mortgage Market Matters

Every day, thousands of Americans turn 62.
Many are entering retirement with a large portion of their wealth tied up in home equity.

They own their homes, have built significant equity,  and are thinking about the best ways to assure their retirement income

At the same time, rising costs and longer lifespans are changing how people think about their finances.

That’s where reverse mortgages are re-entering the conversation.

The Right Prospect Profile

The opportunity isn’t “everyone 62+.”

It’s homeowners who fit a specific profile:

• Age 62+
• High home equity
• Owner-occupied property
• Financial decision window

These are homeowners who may not be actively searching…
but will respond when the message reaches them.

Why Targeted Marketing Works

Reverse mortgage prospects behave differently.

They don’t:
• Fill out forms
• Shop online the same way
• Respond to generic messaging

They do respond to:
• Direct mail
• Clear, educational messaging
• Consistent visibility

Timing + targeting = results

Build Your Reverse Mortgage Prospect List

Zero in on the right households in your market:

• Geography (ZIP, County, State)
• Estimated home value
• Estimated equity
• Age of homeowner (62+)
• Homeownership status
• Household income (modeled)
• Phone numbers (where available)
• Email appends (optional)

Multi-Channel = More Response

Today’s campaigns don’t rely on one channel.

Combine:
• Direct mail
• Phone outreach
• Email follow-up

Many lenders also incorporate mortgage prospect lists and new homeowner mailing lists to build a more consistent pipeline. The more touchpoints, the more familiar—and trusted—your message becomes.

Start with a Count in Your Market

There are likely thousands of qualified reverse mortgage prospects in your area – Let’s find them!

800-771-3282

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