Proven Success
Three decades of mortgage financing experience.
One team that expertly guides you through it all.
Wendy and Edith have worked together as mortgage consultants since 1989, which is more than 30 years. Based in the San Francisco Bay Area, California, both have helped hundreds of California home buyers and homeowners—if not thousands—finance their dream home, whether it’s a condo in the city, a family home in the suburbs, or even a vacation home in popular California destinations like Lake Tahoe, Santa Barbara and Palm Springs.
As professional mortgage consultants specializing in reverse mortgage loans, Wendy and Edith know how important it is to educate senior homeowners and their adult children about the benefits of this type of mortgage, because a senior homeowner’s quality of life often depends on many factors. A reverse mortgage can be the financial tool they need to maintain their independence.
Most importantly, Edith and Wendy share the same personal values—which is the happiness that comes from helping customers become homeowners! When it comes to helping others, they always go above and beyond to explain the benefits of different programs.
About Wendy
Phone: (408) 209-5569
About Edith
Phone: (408) 313-6162
Wendy began mortgage lending in the late 1980s. In 1990, she co-founded a successful mortgage brokerage in San Jose, CA and was the company President for 25 years.
Starting in the 1990s, Wendy has helped thousands of home buyers and home owners finance the purchase of their homes improve their financial situation by providing competitive mortgage loans designed to meet their needs. She enjoys educating first-time buyers and guiding individuals throughout the loan process.
Over the last 20 years, Wendy has focused on helping seniors live a fuller life through Reverse Mortgages, also known as Home Equity Conversion Mortgages. She helps seniors remain in their homes by providing the best financing options for their needs, while maximizing their retirement income and investments.
Originally from Holland, Edith and her husband immigrated to the U.S. in 1973 and became citizens in 1978. After living in Minnesota for 5 years, Edith and her husband moved to California, where Morgan Hill became their true place of permanent residence.
Edith has been a mortgage consultant since 1989 and this position has not only been a career, but also a true passion and hobby. Hunting down loan programs best suited for the individual needs of her clients and then guiding them through the application process with the best possible service has always been her top priority. Her clients’ loyalty and referrals over the years are the greatest compliments she can receive and a true testament to the quality of her work!
What Are Our Strongest Qualities
as a Mortgage Consultant?
01. CARING
Both Wendy and Edith are passionate about helping seniors find the right reverse mortgage solution, so homeowners can continue to enjoy a fine quality of living.
02. EXPERIENCED
They are savvy and highly knowledgeable when it comes to all types of financial situations, and are well-known for freely sharing their mortgage expertise to make life easy for others.
03. PROFESSIONAL
When managing the reverse mortgage loan process, Wendy and Edith are always sensitive to the needs of others, providing helpful explanations to provide peace of mind.
Proven Success | Reverse MOrtgage Loan Testimonials
What Home Owners and Home Buyers Say About Us
“We couldn’t have asked for a better loan experience.”
My husband and I were struggling financially to help both my parents with their living expenses and some unexpected medical bills, while putting 2 kids through college.
The strain on us was mounting, and when we heard about Reverse Mortgages, it was the perfect solution to allow my parents to stay in their home with no mortgage payments, and for us to stop the financial bleeding.
Wendy and Edith were very helpful, answered all of our questions, and structured the financing to the best benefit of our family. They were knowledgeable and honest and caring. We couldn’t have asked for a better loan experience.
– Sarah and Thomas, San Jose CA
“Can’t thank Wendy and Edith enough for their guidance and advice.”
I am a single woman and have lived in my home for over 30 years. My only income is derived from social security and a small teacher’s pension.
I had no mortgage on my home and my brother, who is a real estate agent, recommended I arrange for a line of credit on my home. This provided extra income to pay my living expenses. But the more I used the line of credit, the higher my monthly mortgage payments became. I was robbing Peter to pay Paul. While the line of credit worked out great, over time the available credit dwindled down to zero.
My home’s value had increased to $1,200,000 over the years, so we looked into Reverse Mortgages. I contacted Wendy and Edith who explained the program in detail. I got a reverse mortgage that provided an accessible balance of $730,000—with no mortgage payments.
I have never enjoyed such a worry free life. I enjoyed going on vacation; purchased a ‘new’ used car, and did a remodel of my kitchen. Planning a cruise for next year. Life is good!
Can’t thank Wendy and Edith enough for their guidance and advice throughout the process.
– Dianne C.
