Mutual of Omaha Reverse Mortgage Reviews 

Working with Evelyn helped us through the trying guidelines of FHA/HUD. Then add the pressure from your underwriters, you feel like giving up. But, with Evelyn helping all the way…. We survived. Thanks to her help we probably would not have made it.

It was a pleasure working with Brian and his team. He was always available to answer all my questions and offer the right advice. The entire process was completed in record time in the most professional manner.

I am going to update this complaint weekly. It will always be at the top of the reviews, so honest hard-working older Americans can see how disgusting this company is. Title fees of almost $4,000. Say what? Can you imagine the gall of this company? This is a letter I sent to the Mutual of Omaha compliance department in San Diego, CA.
I am writing to make a formal demand for the resolution of a complaint arising from my H4P application processed through your company by loan officer Billy Crawford. I canceled that application after discovering fees that were not disclosed to me at the outset of the transaction. Legally, they do not have to completely tell all the fees until you sign a contract with them. However, morally, this is bullshit. Why waste my time by not telling me all the fees before we even get started?

I had a signed purchase agreement contract requiring a minimum of $100,000 in loan proceeds from the lender. Due to fees that were never disclosed to me at the outset of the application , my loan proceeds were reduced to approximately $95,000-short $5,000 of the contractual minimum. That shortfall directly and solely caused the collapse of my purchase and the loss of the property I intended to purchase.

Had the true fees been disclosed upfront, I would have known immediately that this transaction was not viable and could have pursued other options. Instead, loan officer Billy Crawford allowed me to proceed through the entire application process, including completing HUD-required counseling through Credit.Org, and uploading all of my financial data, at my own time and effort, without ever disclosing fees that he knew or should have known would make the transaction impossible to complete. The loss of that property is a direct and documented result of your company’s failure to comply with federal disclosure requirements.

These actions constitute, HUD’s HECM program guidelines, and the North Carolina Unfair and Deceptive Trade Practices Act, N.C. Gen. Stat. 75-1.1.

I have already filed complaints with the Consumer Financial Protection Bureau and the North Carolina Commissioner of Banks regarding this matter.

I am demanding the following within 14 days of receipt of this letter:
A written explanation of every fee associated with my application, including when each fee was first disclosed, and by what method.
A written acknowledgment of the harm caused by the failure to disclose those fees, including the loss of my purchase contract and the property.
A written statement of the corrective action your company intends to take regarding loan officer Billy Crawford’s conduct.
I am still waiting for an answer from the North Carolina commisioner of banks before taking legal action.

Peter was so easy to work with. He fully explained the process and answered all of our questions thoroughly and patiently. He made a lengthy and tedious process doable! He kept us updated and informed I would recommend Peter and Mutual of Omaha to anyone considering a reverse mortgage.

Greg Lax was excellent in providing us with information and support.

We worked with John Briggs. Our loan process was complicated because we had worked with another company at the beginning. There were some mistakes made at that time that made the loan have more hoops to go thru.
John was consistantly diligent to be encouraging and did everything nessecary to get us thru the process. Our loan closed today, April 27th, 2026
It is rare to work any longer with people that genuinely have a caring heart, and compassion. John repeatedly showed those qualities.
It was a pleasure to work with him, and we would not hesitate to recommend him, or Mutual of Omaha to anyone we know who is interested in a reverse mortgage.

I was talking to another Reverse Mortgage company along with Mutual while I was deciding whether to go through with this loan. John Briggs was my loan officer and one of the main reasons I chose to go forward with the process and to use Mutual of Omaha. He was very patient, professional and knowledgeable. He went through all the process and answered all of my questions. It took me a couple of months to come to a final decision and John Briggs was always available to answer questions and keep me advised of my options I would probably have used the other company or maybe not even proceeded with the loan if it hadn't been for John Briggs.

John Briggs, loan originator, and Jackie Brown, loan processor, were both the best in guiding me through my reverse mortgage!

Terri Duncan helped me the whole time to get the loan to close she's the best thank you Terri Duncan

Linda was fantastic helping with each and every aspect. She is such a personable person, took my calls and communicated all that was happening. Made this journey for me, so easy. Joe

The agent was very professional and thoughtful in making sure I understood all the pros and cons of the transaction. All the steps were completed in a timely manner

Dealing with a lot of people to get a loan, that were uncoordinated.
Two Loan origination personnel (one quit in the middle of the process)
Loan processor that kept sending Fed Ex packages of questions that could be answered over the phone.
HUD counseling session was a joke.
Notary had to come back to get more signatures
Can’t find anyone to set up the loan like I want
Etc

I was guided through the ins and outs of a reverse mortgage from my first phone call to Mutual of Omaha. From the initial contact I was assigned a reverse mortgage specialist who always answered any questions honestly and clearly. He stayed in touch through the closing. I highly recommend Mutual of Omaha with a special tip of my hat to their agent, Mark,Klaum.

Shari Danalewich was fantastic in not only her professionalism but total knowledge of your program. This made our decision much easier to come to.

Although it took a bit more time than expected, it was definitely my fault for not being computer savvy. All went well because Dirk and Paige didn’t give up on me. We finally made it to the end and they were real troopers thru it from beginning to finish. Thanks to all who were involved. Joanne Van Nevel

Kim Giberson made this process easy and bearable. Her expertise and ability to successfully answer all of our questions while guiding us thru every hurdle was comforting as well as reassuring.

I never thought it was possible to have such an enjoyable experience refinancing my Reverse Mortgage but Rodney Kalb made it so! He is a true professional and a person who makes you comfortable all the way thru the process. At times, I felt like I was being guided by a trusted family member. Rodney is efficient and seems to understand where you are in the process, and anticipates questions along the way. He was always there for me and I am so happy that I decided to go with Mutual of Omaha and even more happy that I was blessed with Rodney as my representative. Thanks for making this process so enjoyable, Rodney! ALL 5 STARS!

My situation turned out to be more complicated than expected but the team worked hard and we finally closed.

I found the process to be interesting and I appreciated all the help I received from ASHLEY.

Renee, my mortgage representative from MOO, was awesome in assisting us with the reverse mortgage process. Our situation was very unique since I was doing this on behalf of my mother. Renee did a great job explaining everything and provided details of the process. I wish I had done a reverse mortgage sooner, because it would have saved us thousands of dollars over the past 5 years of caring for my mother's affairs.