Reverse Your Thinking Mortgage, Santa Monica CA

If anybody needs to refinance or get a reverse mortgage, there is nobody better, more tenacious and knowledgeable than Marc. My wife and I were in desperate straits. Drowning in credit card debt. Our fault. This close to having to sell our condo when Marc came to the rescue. We didn't qualify for a reverse mortgage. Our FICO's were shot. It took him six months to find the right vehicle, but he finally found another way to get the funds to pay off our debt and live month to month within our means. Nobody else suggested to us what Marc did. Besides everything else he is compassionate and a great financial advisor and planner in general. He's like a dog with a bone. My advice - heed his advice.

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.

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!

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.

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.

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.

I’ve been in mortgage and commercial lending for over 20 years so i know the difference between a sales person and a consultant. I am very impressed by Marc’s knowledge and his professionalism. He is a true advocate for his clients and in this industry it’s difficult that’s difficult to find!

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.

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.