Compare Reverse Mortgage Lenders in Portola Valley, California

If you're searching for reverse mortgage lenders in Portola Valley, you'll find a mix of local brokers and nationwide lenders. We've algorithmically sorted the closest and most highly-rated mortgage experts directly serving your neighborhood. Use our breakdown to confidently reach out to the professional closest to your zip code.

We may receive compensation from some lenders featured on this page. This does not influence our rankings, which are based on independent research, product availability, and borrower fit.

Recommended Partners

Top Reverse Mortgage Lenders Serving Portola Valley

BEST FOR LOCAL SUPPORT
Fairway Independent Mortgage
NMLS#2289
Editor's Rating
4.9
Reverse Mortgages
Best For
Personalized Support
Availability
National

Our Take on Fairway

Fairway is best suited for borrowers who want a guided, advisor-led experience rather than navigating a fully digital process. Compared to specialized reverse mortgage lenders, Fairway leans more traditional, which can be beneficial for first-time borrowers but may limit flexibility for higher-value or more complex scenarios.

What we like

  • Strong retail network with local advisors
  • Standard HECM options (fixed + adjustable)
  • In-house reverse mortgage specialists
  • Best for borrowers who want a guided, advisor-driven experience rather than a fully digital process.

What we don't like

  • Jumbo reverse options have strict minimums.
  • Mobile app experience can be lacking.
BEST FOR JUMBO REVERSE MORTGAGES
Longbridge Financial
NMLS#957935
Editor's Rating
4.6
Reverse Mortgages
Best For
High-Value Homes
Availability
National
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MOST TRUSTED BRAND
Mutual of Omaha Mortgage
NMLS#1025894
Editor's Rating
4.4
Reverse Mortgages
Best For
Trusted Brand
Availability
National
BEST FOR FLEXIBILITY
Finance of America Reverse
NMLS#2285
Editor's Rating
4.2
Reverse Mortgages
Best For
Flexible Options
Availability
National

Nearby Lenders to Portola Valley200 Providers Total

EstaR Reverse

Independent Broker

No Reviews

Status: Operational

Alameda, CA
(510) 463-1003
USDA LoanRefinanceFHA LoanVA LoanJumbo Loan

Chris Freck @ EstaR Mortgage

Independent Broker

5(208)

Status: Operational

Alameda, CA
(510) 463-1003
USDA LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo Loan

Denise Colvin at CrossCountry Mortgage

Independent Broker

5(8)

Status: Operational

Pleasanton, CA
(925) 200-4019
USDA LoanConventional LoanRefinanceReverse MortgageFHA LoanVA LoanInvestment Property Loan

Cherry Creek Mortgage Company

Independent Broker

5(2)

Status: Operational

Pleasanton, CA
(925) 474-1100
Conventional LoanReverse MortgageFHA LoanJumbo Loan

CU HomeLand

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(800) 795-1333
HELOC / Home EquityRefinanceCommercial LoanReverse MortgageConstruction / Rehab Loan

Don’t Apply for a Reverse Mortgage Until You Read This

A Free Reverse Mortgage Guide for Homeowners 62+

Most homeowners don’t fully understand reverse mortgage costs, eligibility, and payout options. This quick guide shows you exactly what to expect before you move forward.

Download the Free Guide

Built specifically for homeowners age 62 and older

Baumann Mortgage - Katrine Rosenlund Baumann

Independent Broker

5(9)

Status: Operational

Alameda, CA
(510) 646-5474
Reverse MortgageConventional LoanJumbo Loan

Bay Reverse Mortgage

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(925) 787-1744

Marie Sy - Diversified Mortgage Group Loan Officer NMLS# 344153

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(925) 785-2190
USDA LoanHELOC / Home EquityConventional LoanReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

UP Capital & Mortgage

Independent Broker

5(1)

Status: Operational

San Francisco, CA
(415) 993-2262
Conventional LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo Loan

Diversified Mortgage Group

Independent Broker

4.3(4)

Status: Operational

Pleasanton, CA
N/A
USDA LoanHELOC / Home EquityConventional LoanReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Lily Esteban - Diversified Mortgage Group Loan Officer NMLS# 956814

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(415) 867-3231
USDA LoanConventional LoanHELOC / Home EquityReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Charlotte Steele - Diversified Mortgage Group Loan Officer NMLS# 338968

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(925) 426-8383
USDA LoanConventional LoanHELOC / Home EquityReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Michael Caires - Diversified Mortgage Group

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(925) 918-7664
USDA LoanHELOC / Home EquityConventional LoanReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

AJ Hebert - Diversified Mortgage Group

Independent Broker

No Reviews

Status: Operational

Pleasanton, CA
(925) 487-1368
USDA LoanHELOC / Home EquityConventional LoanRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Nelva Samiee - Diversified Mortgage Group

Independent Broker

5(20)

Status: Operational

Pleasanton, CA
(510) 409-3015
USDA LoanConventional LoanHELOC / Home EquityRefinanceReverse MortgageFHA LoanVA LoanJumbo LoanConstruction / Rehab Loan

Local Area Summary

Active Coverage

Portola Valley has 200 reverse mortgage providers actively serving the radius.

Nearest Specialist

The closest highly-rated lender is Andre Gutierrez at Rate (NMLS #251241), located in Los Altos just 5.6 miles away.

Community Trust

These local professionals maintain a combined 7305 verified reviews with a strong 3.0 average rating.

Don’t Apply for a Reverse Mortgage Until You Read This

A Free Reverse Mortgage Guide for Homeowners 62+

Most homeowners don’t fully understand reverse mortgage costs, eligibility, and payout options. This quick guide shows you exactly what to expect before you move forward.

Download the Free Guide

Built specifically for homeowners age 62 and older

Verified Google Reviews

To ensure transparency in your neighborhood, the star ratings and review counts featured for our independent local brokers are sourced directly from continuous live Google Maps data.