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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
    J
    John P B
    NORWALK, CA
    Posted on October 18th, 2023 04:09 PM
    We felt totally confident in Lisa and her staff. They all made us feel like family
  • Encompass
    J
    Jean W
    Pinole, CA
    Posted on August 17th, 2023 04:06 AM
    Lisa San Vincente proved to be knowledgeable, efficient, professional yet personal Mortgage Specialist. We, especially appreciated her continual communication and follow up throughout the entire application process.Mutual of Omaha is fortunate...
    read more
  • Encompass
    B
    Barbara M
    SAN CARLOS, CA
    Posted on August 9th, 2023 11:59 PM
    Availability for oeone calls and questions Timely response to emails and textx.
  • Encompass
    M
    Michael A M
    Concord, CA
    Posted on July 11th, 2023 08:58 PM
    Personable helpful knowledgeable
  • Encompass
    M
    Martha L M
    Escondido, CA
    Posted on June 6th, 2023 05:11 AM
    She was very professional through the whole process
  • Encompass
    R
    Robert K
    SAN FRANCISCO, CA
    Posted on May 8th, 2023 05:45 PM
    Great communicator, was able to help out in a difficult situation.
  • Encompass
    M
    Mary T W
    CHICO, CA
    Posted on March 28th, 2023 11:24 PM
    Lisa and Terese were very nice, prompt with responses.
  • Encompass
    R
    Richard R H
    Manteca, CA
    Posted on January 25th, 2023 01:07 AM
    Lisa was very knowledgeable about the process. She told us step by step what we needed to do. We had some issues with our Living Trust Lawyer and she would call him and explain to him what we needed to be done to complete the reverse mortgage....
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  • Encompass
    H
    Helene R G
    NEWARK, CA
    Posted on January 16th, 2023 03:01 PM
    Lisa San Vicente was referred to me by my financial advisor. The best referral ever. She was attentive to my every concern. If the question was new to her she would research it and always had answers same day or at most next day. AND SHE IS...
    read more
  • Encompass
    J
    John F P
    MARTINEZ, CA
    Posted on September 11th, 2022 10:15 PM
    helped us along the way with the paper work and answered all our questions, She was keeping everything moving smoothly. A+A+A+A+A+
    • 11–20 of 32
    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
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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