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Kelly Wallace NMLS # 196677 - Mortgage Loan Originator in Irvine, CA

Kelly Wallace NMLS # 196677

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Mortgage Loan Originator

4.85
(170)
Company Logo
As an industry-leading reverse mortgage lender, we bring a proven track record of never taking our customer’s trust for granted. With our recent acquisition of certain assets of American Advisors Group (AAG), we brought the industry’s top r...... Show More
Company Logo
Location & Business Hours
Business Hours
Thu
7 AM to 4 PM
Fri
7 AM to 4 PM
Sat
7 AM to 4 PM
Overall Ratings
4.85
(170)
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Reviews from Web
  • 5.0
    API
    L
    Linda C
    Shingle Springs, CA
    Posted on June 4th, 2026 07:30 AM
    Kelly Wallace helped me throughout the process of receiving the reverse mortgage loan. I appreciate his patience and knowledge, as well as how he kept In contact with me. I felt very comfortable asking questions. It was a great experience ....
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    Reply from Kelly Wallace NMLS # 196677
    June 4th, 2026 01:51 PM
    Linda, I'm grateful to hear that you had a great experience with my assistance throughout the reverse mortgage loan process. Your comfort in asking questions and my ability to stay in contact are important to me. If you have any more questions...
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  • 5.0
    API
    J
    James S
    Glen Ellyn, IL
    Posted on May 29th, 2026 06:07 PM
    Kelly was very professional and he was always available and always return telephone calls, which was great.
    Reply from Kelly Wallace NMLS # 196677
    May 29th, 2026 06:12 PM
    James, I'm pleased to hear that you found my professionalism and availability helpful. Returning calls promptly is an important part of my commitment to providing a good experience. If you have any further questions or need assistance, feel...
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  • 5.0
    API
    S
    Stephen Y
    Alburtis, PA
    Posted on May 13th, 2026 01:32 PM
    He was on top of it and let me know if the were and road blocks we needed to navigate.
    Reply from Kelly Wallace NMLS # 196677
    May 13th, 2026 02:05 PM
    I'm pleased to hear that I was able to keep you informed about any roadblocks, Stephen. Keeping you updated and navigating challenges together is important to me. If there's anything else I can assist you with, please feel free to reach out....
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  • 5.0
    API
    E
    Elizabeth W
    Glenwood Springs, CO
    Posted on May 12th, 2026 03:42 PM
    Kelly was so knowledgeable about the whole process . If we had any questions he always answered them to our satisfaction. He was kind and so patient.Hemade us feel important. He kept in contact with us from the very beginning to the end and...
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    Reply from Kelly Wallace NMLS # 196677
    May 12th, 2026 04:04 PM
    Elizabeth, I'm grateful for your kind words about my knowledge and patience throughout the process. It’s great to hear that you felt informed and valued every step of the way. Your recommendation means a lot to me, and I'm here if you ever...
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  • 4.66
    API
    R
    ROBERT B
    Rancho Santa Fe, CA
    Posted on March 22nd, 2026 03:31 PM
    Kelly Wallace was able to seek underwriting advice to an unusual question and get clarification upfront during my inquiry stage as to whether I should move forward with this loan. Very helpful and professional.
    Reply from Kelly Wallace NMLS # 196677
    March 23rd, 2026 02:06 PM
    I'm grateful that you found my efforts to seek underwriting advice beneficial during your inquiry, Robert. Clarity from the start is important when making decisions, and I'm pleased I could assist with your questions in a professional manner....
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  • 5.0
    API
    L
    LOUISE N
    PITTSBURGH, PA
    Posted on March 2nd, 2026 10:56 PM
    We appreciate the courtesy, knowledge and expertise shown to us.
    Reply from Kelly Wallace NMLS # 196677
    March 3rd, 2026 02:54 PM
    I appreciate your kind words, Louise. It’s great to know that my courtesy, knowledge, and expertise were helpful to you. Should you have any more questions or need further assistance, please feel free to get in touch.
  • 5.0
    API
    F
    FRANK D
    SAN DIEGO, CA
    Posted on February 21st, 2026 05:47 PM
    Kelly was great all around. Very responsive to all questions asked. Overall experience went just like he explained from day one.He helped us get thru either to sell or take out a reverse mortgage.Big thank you for Kelly Wallace!....
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    Reply from Kelly Wallace NMLS # 196677
    February 23rd, 2026 02:45 PM
    Frank, your feedback means a lot to me. I'm pleased to hear that you had a positive experience and felt assured throughout the process from day one. Helping you navigate between selling or taking out a reverse mortgage was important, and I’m...
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  • 5.0
    API
    A
    ANNETTE L
    CARLSBAD, NM
    Posted on February 5th, 2026 05:12 PM
    My experience with Finance of America Reverse Mortgage was exceptionally grest . I received prompt and precise instructions, feedback and service regarding phone communications and email. kely Wallace guided and assisted me precisely throughout...
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    Reply from Kelly Wallace NMLS # 196677
    February 5th, 2026 05:30 PM
    I'm pleased to hear that your experience with Finance Of America - Reverse Mortgage went so smoothly, Annette. Providing prompt and precise instructions and feedback is something I focus on to ensure a seamless process for you. It's great to...
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  • 4.83
    API
    D
    DIANE L
    SAN DIEGO, CA
    Posted on January 23rd, 2026 04:18 PM
    Good communication/ update information
    Reply from Kelly Wallace NMLS # 196677
    January 23rd, 2026 04:22 PM
    Diane, I'm pleased to hear that you found the communication and updates to be effective. Keeping clients informed is an important part of my work. If there's anything else you need or if you have more questions, feel free to reach out.
  • 5.0
    API
    S
    SUSAN G
    GRASS VALLEY, CA
    Posted on January 18th, 2026 04:31 PM
    Kelly Wallace and Ilse Chavez made the process as easy as it could be. I would highly recommend Finance of America.
    Reply from Kelly Wallace NMLS # 196677
    January 20th, 2026 03:12 PM
    Susan, I'm pleased to hear that you found the process straightforward with the help of Ilse Chavez and me. Your recommendation is greatly appreciated. If there's anything else I can assist you with in the future, please don't hesitate to reach...
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  • 10 of 170
    About
    As an industry-leading reverse mortgage lender, we bring a proven track record of never taking our customer’s trust for granted. With our recent acquisition of certain assets of American Advisors Group (AAG), we brought the industry’s top retail and wholesale platforms under one roof, firmly establishing Finance of America as the undisputed industry leader.
    Products & Services
    Mortgage Loan Officer
    Specialities
    Reverse Mortgage Services
    200
    /850
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    Year Started

    1998

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • AZ,CA,CO,IL,IN,LA,MO,MT,NM,PA,TX
    • NMLS # 196677
    • AZ License/Registration #: 1002840
    Disclaimer
    These materials are not from HUD or FHA and were not approved by HUD or a government agency. Finance of America Reverse LLC is Licensed Mortgage Banker in the State of New York, but this site is not authorized by the New York State Department of Financial Services. No mortgage solicitation activity or loan applications for properties located in the State of New York can be facilitated through this site Finance of America is a division of Finance of America Reverse LLC which is licensed nationwide | Equal Housing Opportunity | NMLS ID # 2285 (www.nmlsconsumeraccess.org) | 8023 East 63rd Place, Suite 700 | Tulsa, OK 74133 |AZ Mortgage Banker License #0921300 | Licensed by the Department of Business Financial Protection and Innovation under the California Residential Mortgage Lending Act | Georgia Residential Mortgage Licensee #23647 | Kansas Licensed Mortgage Company | Massachusetts Lender/Broker License MC2285: Finance of America Reverse LLC | Licensed by the N.J. Department of Banking and Insurance | Licensed Mortgage Banker -- NYS Department of Financial Services| Rhode Island Licensed Lender | Not all products and options are available in all states | Terms subject to change without notice | For licensing information go to: www.nmlsconsumeraccess.org The company does not do business as Finance of America in CA, NM, NY, and OK.