Know Instantly Who Qualifies, How They Benefit, and What You’ll Earn with Reverse Qualifier.  Learn More.

Buy Reverse Loans

Know Who To Target And What They’ll Mean To Your Business

RMI gives wholesale lenders the reverse mortgage market share and trend data you need to target the best HECM Third-party Originator, HECM Principal Agent, and HECM Closed Loan Seller opportunities for adding accounts and growing volume within your current book.

Wholesale Dashboard

Find New Brokers and Add More Market Share

Core Tools

More Ways to Dive Into Your Data

Wholesale Activity

Analyze your market share and trends within the industry so you can prioritize your targets:

  • Find opportunities for new accounts
  • Gain additional broker volume within your book

Wholesale Prospector

A single-page, complete overview of all reverse mortgage broker and sponsor business. It is a goldmine of information that enables you to:

  • Make more informed account assignments
  • Focus efforts on the prospects that matter
    Efficiently collect better data to inform your decision

Wholesale Segmentation

A lenders’ report card that enables you to dive into the granular trends of your clients’ production by geography, volume and product type, so that you can focus your efforts to find reverse mortgage brokers and build the strongest relationships:

  • Categorize brokers’ by loans per month
  • Grade each by the metrics that matter most to you (e.g., client size, count, etc.)
  • Assess the loyalty of your relationships

Optional Tools

Get the Data You Need Most

Origination Summary

An immediate overview of any company in the mortgage industry:

  • See the business they’re doing by geography, volume, channel, product type.
  • Know if they are originating their own loans and who they are selling to
  • Search Google, Facebook and LinkedIn at once to display trade names, contact information, websites and social media accounts.

Closed Loan Seller

Find all closed loans and instantly know whether they were closed by non-approved issuers. You don’t have to dig through HUD or Ginnie Mae data; we make it remarkably simple to find the closed loans you need:

  • See one report including every closed loan over a time period
  • Filter by HMBS issuer status
    Filter by geography

HMBS Prospector

Expands the information of the Closed Loan Seller Tool revealing to whom each loan was sold. For significantly less cost than other industry offerings, you can dive into the most current industry data to:

  • Identify all your competitors who are buying loans
  • Analyze results according to Funding or Securitized Date, UPB, margins, etc.

Capital Markets

RMI Tools and What We Do With Them

Rate Sheet Pricing

Maximize Revenue and Easily Manage Rate Sheet

Rate Sheet Comparison has never been easier or more automated, letting you know where to deliver your loans to maximize revenue

  • Take any group of rate sheets and drag and drop to upload
  • See multiple rate sheets in one window
  • Easily compare loans by key criteria: price, margin/rate, and utilization

Rate Sheet Generation and Distribution is all in one place:

  • Create internal and external rate sheets that protect your margin
  • Automatically distribute, specifying who gets which sheet, all in one system with audit tracking

Optional Full HMBS Valuation puts you in control:

  • Add Valuation Engine data to your rate sheet creation process for a fully informed result

RMI Pool Pricer

Powering accurate HECM loan values for:

Pipeline Mark to Market:

Valuation of loans prior to funding, reflecting up-to-date loan level HMBS market values to project revenue as you incur expenses and stay on top of market conditions and changes in your pipeline

Loan Auction Bid Support:

Tools for setting auction bids that allow you to optimize channel revenue and continuously monitor auction market trends

API Integration

Layer RMI Capabilities Upon Your Current Business Processes

Enhance the capabilities of your current systems with RMI’s expert services, tools, and powerful APIs that connect you to the most accurate and comprehensive database in the industry

  • Product Qualification API surfaces ideal reverse mortgage prospects in your forward servicing book and CRM to expand your business:
    • Generate additional revenue from prequalified prospects
    • Show people who already have a trusted relationship with you how they can generate additional cash flow in retirement without selling their home or sacrificing their investments
    • Preserve your portfolio by providing the most value to current borrowers
    • Show customers how HECM for Purchase can unlock their dream move
  • Wholesale API puts state-of-the-art analysis and reporting within your internal applications. Wholesale lenders use the API to integrate RMI’s wholesale volume data directly into their CRM tools to give AE’s fast and easy access to volume trends and customer capture rates.
  • Retail Dashboard API puts the conversion lifting power of social proof inside your sales funnel and other customer-facing forms.  Originators use the API to integrate RMI’s reverse mortgage household and volume data into sales and marketing tools.
  • HECM Neighborhood API puts our market data and analytics anywhere you need it on your web site to better engage prospects with timely, convincing social proof of HECM popularity. Add convincing data to your lead funnel and build compelling, custom landing pages to track prospects from the very beginning of your sales process and keep them engaged to the end.

Technical Service and Pricing

It’s Simpler in the Cloud
RMI software and data are maintained, updated regularly and stored securely on our servers. All you need to access your tools are a web browser and a subscription.

Monthly subscriptions and feature selections can be customized to your team’s specific needs.

Contact us to learn more