TRINITY REVERSE MORTGAGE, INC.
WALNUT CREEK, CA

TRINITY REVERSE MORTGAGE, INC., Walnut Creek

Trinity Reverse Mortgage is a brokerage firm specializing in finding custom solutions for seniors looking for income assistance. With rising numbers of seniors who are struggling to maintain their lifestyles in retirement, Trinity Reverse Mortgage is dedicated to helping aging homeowners. Transparent information, robust financial expertise and the highest standards of ethical service guide our team of reverse mortgage experts as they help seniors find the custom financial solutions they need to enjoy retirement. Founded in 2006 by 20-year financial veteran Michael Fullam, Trinity Reverse Mortgage offers a lending network and financial expertise unlike any other broker in the industry. A combination of federal lending program expertise, unparalleled customer service, and unwavering ethical standards cause Trinity to stand head and shoulders above other reverse mortgage lenders and brokers. In addition to being a licensed FHA broker, Michael is also a Certified Senior Advisor (CSA), which is a senior lifestyle professional who adheres to a rigid code of ethics in serving the senior community. Joined by his wife, Carol, Michael leads his family-owned and operated brokerage firm in creating financial solutions for struggling seniors across the country. As CFO, Carol Fullam’s exhaustive expertise in financial planning and management are key to Trinity’s ability to provide clients with sustainable, custom mortgage solutions. Together with their team of experienced financial professionals, Michael and Carol are excited to grow their reverse mortgage brokerage to meet the needs of more retired seniors each year. Trinity Reverse Mortgage, dba Trinity Mutual NMLS Company Unique Identifier 313571 Trinity Reverse Mortgage, dba Trinity Mutual NMLS Company Unique Identifier 313571 Licensed by the State of California, Department of Business Oversight as a California Finance Broker (866) 275-2677, 6054611 Licensed by the Commonwealth of Virginia, State Corporation Commission Bureau of Financial Institutions, (800) 552-7945), MC-5759 Personally identifiable information may be collected when the website user provides the information in response to an advertisement, a request for Information, or when registering for our educational or other services. We will not sell, rent or lease personal information to others. We may collect, use and disclose personal information for the following purposes: to provide requested products and services for our internal marketing purposes, which includes, but is not limited to, sending material about products, services, updates, etc. that we think may be of interest For sharing with our Business Associates who are performing services on our behalf to maintain business records for reasonable periods and/or as may be required or permitted by legal, regulatory, industry self-regulatory, insurance, audit, or security requirements applicable to our Business Associates. Trinity Reverse Mortgage, dba Trinity Mutual Does the reverse mortgage lender take my house, or am I selling my house? No. Borrowers maintain the title to their house, and they still own and live in their homes. A reverse mortgage doesn’t sell the home to the bank. It’s simply a loan that doesn’t require monthly payments. The borrower could refinance, pay off the loan, or sell to pay off the mortgage balance (the borrower would still keep the equity) “Now that my loan finally closed and I am a man without mortgage payments, ever, I want to thank you for all that you and your crew went through, making this a reality for me. My case had so many particularities that I thought we’d never be able to make this happen. With the efforts of your staff, I am a man free from mortgage payments.” I would like to thank you and Jo Ann for the very professional effort you two put forth in my desire to get a reverse mortgage. Your expertise and confidence helped me get funded quickly unlike my failed effort with other another company in the past. Thanks again, Mike, and rest assured that any and all reverse mortgage needs will be sent your way. “I have 33 years of sales and customer service experience in both corporate America and as a small business owner and without a moment of hesitation I have to tell you that Jo Ann from Trinity Mutual is the very best at what the job calls for. Her follow-up expertise and proactive attitude were just amazing. Never once did I feel that I wasn’t a top priority. Thank you again!” “Doing a reverse mortgage has been the best decision I have made, and choosing Trinity Mutual to work with me has been a great experience. Everyone worked to make this a success and completed it in a timely manner. I am very happy that I am able to live in my home without having to pay a mortgage.” Are you a homeowner looking for solid financial solutions to help build your retirement plan? You could very well qualify for a reverse mortgage. Most reverse mortgages are “HECM loans”, which are federally insured and approved by HUD as secure financial tools for homeowners in need of additional income during retirement. Reverse mortgage guidelines were designed by the FHA to provide people a way to plan their retirement by accessing part of the value of their home. For this reason, qualifying for a reverse mortgage is quite easy, as long as you meet a few basic criteria Trinity Reverse Mortgage is a brokerage firm specializing in finding custom solutions for seniors looking for income assistance. With rising numbers of seniors who are struggling to maintain their lifestyles in retirement, Trinity Reverse Mortgage is dedicated to helping aging homeowners. Transparent information, robust financial expertise and the highest standards of ethical service guide our team of reverse mortgage experts as they help seniors find the custom financial solutions they need to enjoy retirement. Founded in 2006 by 20 year financial veteran Michael Fullam, Trinity Reverse Mortgage offers a lending network and financial expertise unlike any other broker in the industry. A combination of federal lending program expertise, unparalleled customer service and unwavering ethical standards cause Trinity to stand head and shoulders above other reverse mortgage lenders and brokers. Joined by his wife, Carol, Michael leads his family owned and operated brokerage firm in creating financial solutions for struggling seniors across the country.

KEY FACTS ABOUT TRINITY REVERSE MORTGAGE, INC.

Company name
TRINITY REVERSE MORTGAGE, INC.
Status
Inactive
Filed Number
F13000001985
FEI Number
810681708
Date of Incorporation
May 7, 2013
Home State
CA
Company Type
Foreign for Profit

CONTACTS

Website
http://trinityreversemortgage.com
Phones
(877) 262-2370
(866) 275-2677
(303) 894-7855
(850) 487-9687
(888) 986-1633
(225) 925-4660
(877) 999-6442
(609) 292-7272
(405) 521-3653
(503) 378-4140
(877) 276-5550
(800) 552-7945
(877) 746-4334

TRINITY REVERSE MORTGAGE, INC. NEAR ME

Principal Address
1600 South Main Street, Suite 195,
Walnut Creek,
CA,
94596,
US
Mailing Address
1600 S. MAIN ST.,
SUITE 195,
WALNUT CREEK,
CA,
94596

See Also

Officers and Directors

The TRINITY REVERSE MORTGAGE, INC. managed by the two persons from Walnut Creek on following positions: Chief Executive Officer, CFO

Michael Fullam

Position
Chief Executive Officer Active
From
Walnut Creek, CA, 94596

Carol Dana-Fullam

Position
CFO Active
From
Walnut Creek, CA, 94596




Events

February 9, 2021
WITHDRAWAL

Annual Reports

2020
June 8, 2020
2019
April 25, 2019