Compare Reverse Mortgage Lenders in San Mateo, California
Whether you need a standard HECM or a jumbo reverse mortgage in San Mateo, exploring local and national lenders is key. Below, we highlight top-rated professionals based on proximity, reviews, and service coverage. Connecting with a specialist near you ensures you receive state-specific guidance.
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.
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Top Reverse Mortgage Lenders Serving San Mateo

Takes less than 60 seconds.
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.

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Nearby Lenders to San Mateo196 Providers Total
Jim Valler, Finance of America Mortgage LLC
Independent Broker
Status: Operational
Elizabeth Bernal
Independent Broker
Status: Operational
Dejon Smith
Independent Broker
Status: Operational
Laura Avalos
Independent Broker
Status: Operational
Sam Krueger
Independent Broker
Status: Operational
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 GuideBuilt specifically for homeowners age 62 and older
Phil Aguillon
Independent Broker
Status: Operational
Quiana Petry
Independent Broker
Status: Operational
R&J Mortgage & Loan Brokers Newark
Independent Broker
Status: Operational
Vic Joshi's Straight Deal Mortgage
Independent Broker
Status: Operational
Nicholas Ballard
Independent Broker
Status: Operational
Brenda Frazier Mortgage Consulting
Independent Broker
Status: Operational
Paul Manriquez Loan Officer at Diversified Mortgage Group, MLO
Independent Broker
Status: Operational
Neil Tannenbaum - Diversified Mortgage Group
Independent Broker
Status: Operational
Robert Henry - Diversified Mortgage Group Loan Officer NMLS# 273157
Independent Broker
Status: Operational
Justin Hernandez - CMG Home Loans Mortgage Loan Officer NMLS# 2116310
Independent Broker
Status: Operational
Local Area Summary
Active Coverage
San Mateo has 200 reverse mortgage providers actively serving the radius.
Nearest Specialist
The closest highly-rated lender is Mortgage Services, located in San Mateo just 0.6 miles away.
Community Trust
These local professionals maintain a combined 2678 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 GuideBuilt 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.