Reverse Your Thinking® Mortgage Broadway, Santa Monica

Reverse Your Thinking® Mortgage Reviews

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  Monica Higgins
  5

  Marc Gertz of West-Cal Mortgage Reverse is a great resource of information on reverse mortgages. His ability to easily explain what a reverse mortgage is (and is not), helps homeowners age 62+ clearly understand the benefits. What I appreciate most about Marc is that he serves his clients by not only educating them, but also providing them with solutions that make sense.

  Response from the owner

  Monica, I appreciate the opportunity to work with your interior home remodeling customers.

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  Mark Olson
  5

  I'm here to tell about my experience in dealing with Marc Gertz. We put together a reverse loan program for my father-in-law and I had looked at about four or five different proposals. Marc Gertz was one of them that we looked at and we ultimately settled on Marc. What we liked about Marc is he presented a solution that seemed to work well for our situation and not only that but Marc was very diligent and followed up very well. He had great rapport with my father in law who was 96 or 95 at that time and that was really the key to get this program through. Marc had a great rapport with my sister-in-law and my wife who were basically pushing the program forward. We needed the funds to keep my father-in-law in his home with long term of caregivers. Marc was very thorough, explained the program very well and we all understood it and at the end of the Day so had my father in law. I had no problem in signing the papers and going forward with it. I'd like to say that we had a very positive experience with Marc and we highly recommend him for anybody looking for reverse mortgage.

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  Natalie Bausch
  5

  WestCal Mortgage is very professional and pleasant to work with. Marc Gertz made things easy to understand because he took his time to explain the process from A to Z. Compare to other places his financing fees were very reasonable. He worked hard to find the best options and solutions that suited our situation. The bottom line, I received better services than expected. HIGHLY RECOMMEND!

  Response from the owner

  Natalie, Trusting me with your law client’s welfare has always been important to me. I look forward to being an ongoing resource for you and them.

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  Lisa Penhart
  5

  I have clients that want to retire and do a lot of traveling but sometimes have limited means on a reduced and fixed budget. Marc is a business friend and thought he might have a solution for me so he and I met for coffee. Marc thoughtfully and thoroughly explained to me how reverse mortgages could solve lifestyle problems for seniors and corrected my thinking about them! He has solutions for people who think they are stuck, and is a great financial counselor. I recommend you talk with him.

  Response from the owner

  It is a pleasure for me to work with you and your clients, LIsa

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  Ed Rowin
  5

  As an insurance and financial professional my clients are extremely important to me. I help my clients in a variety of ways and refer them to others as needed; but I’m very particular who I recommend to my clients. I research all recommendations that I receive. I also check to see if any former or present clients have had experiences with any professional recommended to me. I don’t like surprises. Recently, a 92-year-old client and his family asked about reverse mortgages. I researched who is the best and most knowledgeable expert in Southern California. One name that kept coming up again and again was Marc Gertz of West-Cal Mortgage, Reverse. I introduced Marc to my client, his family and his CPA. Marc was insightful, patient and explained in detail how the reverse mortgage process worked. He collaborated with the CPA and the adult children to design a program to solve my client’s issues. Marc illustrated the steps and what to expect. He kept me informed and funded them faster than I anticipated. Marc was great and made me look good. This was an amazing experience. I highly recommend Marc Gertz..

  Response from the owner

  Ed, Thank you for such a glowing review. You know it is my pleasure to assist you and your insurance clients. I am especially glad we could guarantee this client the ability stay in his home and to pay for his in-home health care for the rest of his life.

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  Neema Mahdavian
  5

  Marc the most knowledge and trusted reverse mortgage specialist I have ever worked with. His educational approach is the perfect approach and he genuinely cares about his clients! Being in the financial industry I have worked with a lot of reverse mortgage lenders he is by far the best!

  Response from the owner

  For a banker of your stature to publicly endorse me like this is rare and sincerely appreciated. You know that I will always be there for you and your clients

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  Dr. John McGrail (Dr. John)
  5

  The simplest way to describe Mark Gertz and the way he does business is to use the term, consummate professional, and for two very important reasons. First and foremost, Mark completely understands the product. I think it’s safe to say that many if not most of us (and that included me) have significant misunderstandings and misconceptions about reverse mortgages—what they are, what they do and how they work. In a very short period of time in plain language that I could understand, Mark explained just how versatile and powerful a reverse mortgage can be as a financial tool. The second reason is that he truly cares about his clients and that they get the very best service and product—even if it’s not his— available to suit their needs. He truly goes above and beyond and that is a very rare quality these days. I couldn’t recommend him more highly.

  Response from the owner

  John, what a wonderful heartfelt review! I really appreciate you taking the time to write this. Please know that it was my pleasure to spend time with you over coffee.

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  Bruce Fisher
  5

  My ninety-year-old mother-in-law was running out of money and my wife Susan was worried for her. We knew she needed to take out a reverse mortgage but she refused to listen because of her fears and misunderstandings about the product. Finally we had to insist and she grudgingly allowed us to set an appointment with Marc Gertz. I had known Marc for a while, had heard him speak, and trusted him. He patiently explained to her all about the product in terms that she could understand. He sat with her retirement planner and attorney and explained it to them as well. All three analyzed her feeling and her needs and collaborated on a plan of action that would solve her problems. She took out over $1 million and this was used to create enough additional income so that she wouldn’t have to worry about money for the rest of her life. Marc is a tireless professional. His depth of knowledge and his ability to counsel in layman’s terms are remarkable. My mother-in-law was so happy in the end that she even bought Susan flowers as a thank you for introducing her to Marc. We cannot thank Marc enough and highly recommend that anyone even remotely interested in information on reverse mortgages call him.

  Response from the owner

  It was my sincere pleasure to help you and your family. I really enjoyed spending time with Dorothy, your mother-in-law, and was very glad we could make it all work for her.

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  Regina Lark
  5

  Marc Gertz dispels whatever myths, pre-conceived ideas, or negative images that you may have about the art and practice of a reverse mortgage. Let's face, we all know people who are house rich and cash poor, people who could benefit from less struggle and ease of mind. Marc has a very clear understanding of the history of reverse mortgage industry, why it went south, and how the industry corrected itself. He's an active volunteer in the senior care community, and is a wonderful resource for all things "senior" in Los Angeles.

  Response from the owner

  Regina, you are such a class act and a straight shooter. An endorsement from you is very special. Thank you.

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  The Erik Brown
  5

  Knowledgeable, friendly, experienced, service oriented, problem solving, ethical... there are not enough superlatives to talk about Marc Gertz and WestCal Mortgage Reverse. If there is EVER a need or question, Marc is your guy.

  Response from the owner

  Erik, I appreciate you trusting me to work with your real estate home buyers and sellers.