REVERSE MORTGAGE
PROSPECTS
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
Request Counts
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