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

Lisa San Vicente

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Reverse Mortgage Specialist

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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
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Reviews from Web
  • Encompass
    A
    Alina M P
    CONCORD, CA
    Posted on September 3rd, 2022 01:52 PM
    Quick responses, knowledgeable, professional, went out of their way to to make sure we got this loan, kept as close as possible to interest rate promised very nice, sweet and personable ladies!
  • Encompass
    C
    Clarke H H
    Danville, CA
    Posted on August 3rd, 2022 05:37 PM
    Great job.
  • Encompass
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    Doug P
    Lafayette, CA
    Posted on May 11th, 2022 07:15 PM
    A very personal experience and a wonderful help.
  • Encompass
    J
    Jean L
    San Francisco, CA
    Posted on May 2nd, 2022 10:12 PM
    Lisa communicates well and that communication assures you that she cares about you and your goals. She is pleasant to deal with, follows up, and never leaves you guessing as to what's next.
  • Encompass
    R
    Rose R
    Danville, CA
    Posted on April 12th, 2022 05:42 PM
    Continuous communication. Personalized communication. Feeling of comfort, safely and security in all questions whether repeated, silly or reasonable. Thank you.
  • Encompass
    A
    Anselmo G
    Danville, CA
    Posted on March 18th, 2022 06:34 PM
    Lisa was very informative throughout the entire process.
  • Encompass
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    Tran B O
    OAKLAND, CA
    Posted on December 16th, 2021 10:48 PM
    Lisa was really helpful, explain everything, and went above and beyond to help us get the loan done.
  • Encompass
    L
    Lois M P
    Meadow Vista, CA
    Posted on November 13th, 2021 08:04 PM
    The pleasant people that we had to work with and they enjoyed the laughter at time and do did I.. Very easy to speak with and understood what I was asking, which was nice.
  • Encompass
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    Martin C
    CASTRO VALLEY, CA
    Posted on May 12th, 2021 12:58 PM
    It was pretty simply and easy.
  • Encompass
    S
    Stephen J
    Danville, CA
    Posted on February 25th, 2021 05:40 PM
    Worked very hard to get loan approved. Kept me informed. Their assistant Therese Burgueno is very on top of it. Very time consuming and tedious process.
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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
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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

    Year Started

    2018

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS # 1695510