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Lisa San Vicente - Reverse Mortgage Specialist in Walnut Creek, CA

Lisa San Vicente

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Reverse Mortgage Specialist

Mutual of Omaha Mortgage
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Helping seniors secure a financially stable retirement. Are you 62 or older and looking for ways to enhance your financial security during retirement? I am passionate about empowering seniors to achieve peace of mind by incorporating hous... Show More
Mortgage
Mortgage Loan Officer
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Contact Info
(925) 594-1994
Walnut Creek, CA
https://mutualreverse.com/lisa-san-vicente/
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Reviews from Web
  • Encompass
    M
    Mark L
    SAN LEANDRO, CA
    Posted on June 3rd, 2026 01:39 AM
    Professional and friendly
    Reply from Lisa San Vicente
    June 8th, 2026 12:39 PM
    Mark, thank you for your kind words. I'm pleased to hear that you found my approach both professional and friendly. If you ever need further assistance, please don't hesitate to let me know.
  • Encompass
    J
    Janis E P
    San Francisco, CA
    Posted on April 19th, 2026 11:05 AM
    At first, a year ago, I wasn't confident about doing a reverse mortgage. I had expenses taking care of other people not in this country. With time and great advice from Lisa, I came to the conclusion that this was the best option handling my...
    read more
    Reply from Lisa San Vicente
    April 24th, 2026 04:02 PM
    Janis, I'm truly grateful for your kind words and for sharing your journey with me. It's wonderful to know that the reverse mortgage has allowed you to support both yourself and those in need. I appreciate your acknowledgment of my understanding...
    read more
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    Facundo M R
    Danville, CA
    Posted on March 25th, 2026 04:15 PM
    Kept us well imformed
    Reply from Lisa San Vicente
    March 30th, 2026 04:15 PM
    Thank you for your review, Facundo. It's great to know that you felt well-informed throughout the process. Keeping my clients updated is something I always aim to achieve. If there's anything else you'd like assistance with, please don't hesitate...
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  • Encompass
    G
    George L
    Pittsburg, CA
    Posted on December 3rd, 2025 09:47 PM
    Good communication and explanations
    Reply from Lisa San Vicente
    December 3rd, 2025 11:08 PM
    Thank you for the opportunity to help you and Diane eliminate your monthly mortgage obligations. I hope it brings much peace and liquidity to you moving forward.Hope you had a marvelous time in Hawaii with the family. Thak you for sending pictures...
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  • Encompass
    S
    Steven H
    Rio Vista, CA
    Posted on November 26th, 2025 05:20 PM
    Lisa was Great at communication,and informing me of the time element
    Reply from Lisa San Vicente
    December 1st, 2025 05:21 PM
    I'm glad to hear you had a positive experience with my communication, Steven. Keeping clients informed and up to date is always a priority for me. If there's anything else you need help with, feel free to reach out anytime. Thank you for your...
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  • google
    B
    Bobbi
    Posted on March 25th, 2025 03:47 PM
    Lisa was exceptional. She kept me prepared and was willing to do much of the legwork to get the loan application process complete.
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    Timothy H T
    BERKELEY, CA
    Posted on March 25th, 2025 03:46 PM
    Lisa was exceptional. She kept me prepared and was willing to do much of the legwork to get the loan application process complete.
  • SFTP
    L
    Lon E D
    Encinitas, CA
    Posted on February 25th, 2025 08:53 PM
    Let's not get carried away here, solid staff, knowledge, and professional. All you could ask for.
    Reply from Lisa San Vicente
    February 25th, 2025 11:02 PM
    It was my pleasure to help you Lon and Sandra.... and prepare you for retirement! Enjoy your next stage in life... walking the beaches and taking that woody out for a spin! I enjoyed meeting you both. Best to you Lisa
  • Encompass
    D
    Deborah H C
    PLACERVILLE, CA
    Posted on August 26th, 2024 01:41 AM
    I have tried so hard to keep my information safe and now I am probably forever on the Dark Web...you all need to fix this.
  • Encompass
    M
    Mary F
    CONCORD, CA
    Posted on March 25th, 2024 03:12 PM
    Lisa and Therese were exceptional. They were patient, helpful, and provided advice and prompt answers to all of our questions. Working with two elderly clients, Lisa’s courtesy and empathy was truly remarkable. We had several issues ( not related...
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    Reply from Lisa San Vicente
    March 30th, 2024 03:15 PM
    I'm delighted to hear such positive feedback, Mary. It was my absolute pleasure working with you on your reverse mortgage process. I strive to provide the best possible service, especially when dealing with complex issues, and I'm overjoyed...
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    About
    Helping seniors secure a financially stable retirement. Are you 62 or older and looking for ways to enhance your financial security during retirement? I am passionate about empowering seniors to achieve peace of mind by incorporating housing wealth into their overall financial plans. I love to sit at the kitchen table with my customers to explore strategies that can help eliminate monthly mortgage payments and create a more stable future.
    Products & Services
    Mortgage Loan Officer
    Mortgage Refinance
    Specialities
    Reverse Mortgages
    Reverse Mortgage for Purchase
    Reverse Mortgage Refinances
    The HECM for Purchase Program
    JUMBO Reverse Mortgages
    JUMBO for Purchase
    The HECM Program
    HECM to HECM Refinances
    What is the Search Rank Score®?
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    Positions
    • Mutual Of Omaha Mortgage - Reverse Mortgage Specialist
      Mar 1st, 2018 - Current
    • Leveraged Marketing, Inc. - President and Co-Founder
      Jan 1st, 2005 - Mar 1st, 2018
    Addresses and Serving Areas
    Primary Serving Area
    Walnut Creek, CA
    Other Serving Areas
    San Jose, CA
    San Francisco, CA

    Year Started

    2018

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS # 1695510
    Disclaimer