Discover the Live Well Partner Advantage

Whether you are a Broker, Correspondent, or Closed Loan Seller, Live Well Financial can help you expand your Forward and Reverse Mortgage business!

Discover the Live Well Partner Advantage

Whether you offer traditional mortgages, HECMs, or both, Live Well Financial offers resources to help you expand your business!

Discover the Live Well Partner Advantage

Get to know us, and learn why more Brokers, Correspondents, and Closed Loan Sellers are choosing Live Well Financial as their wholesale mortgage partner.

Why Partner With LiveWell?

Live Well Financial is committed to continually improving the experiences of its approved Wholesale and Correspondent partners. Our value proposition is simple: competitive pricing, best-in-class service, no-hassle underwriting, and on-time funding. Each team member desires that your experience consistently lives up to this commitment on every file.

Competitive Pricing

In today’s competitive market, we know that every dollar counts. Whether it’s a 15-year conforming, VA high balance, or Fixed Rate HECM, Live Well gives you great pricing.

No-Hassle Underwriting

Our Underwiters look for solutions to close loans, not reasons to deny them. On forward loans, we underwrite to DU findings, and our HECM UWs are the best in the industry.

Best-in-class Service

From the set-up team, to the funding team and everything in between, each team member strives to give you the service you deserve.

On-Time Funding

Timely fundings are crucial to maintaining strong relationships with clients and referral partners, and our funding team is second to none.

News & Updates

This contains links to relevent content as well as articles and blogs that reference Live Well Financial.

Mastering the art of HECM origination

Reverse mortgages may be getting a positive reception in press outlets and the financial planning community, but there are still some myths and questions that remain among prospective borrowers.

Webinar Gives Answers to Consumer Questions on Reverse Mortgages

Reverse mortgages may be getting a positive reception in press outlets and the financial planning community, but there are still some myths and questions that remain among prospective borrowers.

Using Home Equity For Aging In Place

A new Bankrate survey says 62% of homeowners never plan to move. If you’re one of those who’ll be aging in place, you may be considering using your home equity to help do it, by taking out a reverse mortgage, a home equity line of credit (HELOC) or a cash-out refinance of your first mortgage.

Live Well Makes Forward Push Amid Reverse Mortgage Uncertainty

In light of the weakened state of the reverse mortgage market, Live Well Financial has begun rapidly expanding its forward mortgage operations.

Training Events

This contains links to upcoming webinars as well as recordings of older presentations for you to view.

All About Rates!

This presentation consisted of approximately 30 minutes of instruction. The content is designed to help originators understand how HECM rates are calculated and applied. To view the webinar, click the link below: All About Rates!...

Line-of-Credit growth and HECM Prepayments

This presentation consisted of approximately 30 minutes of instruction on the HECM Line of Credit. The content is designed to help originators understand the growth rate with a HECM Line-of-Credit and the impact of prepayments. To view the webinar, click the link...

5 HECM Pitfalls

This presentation consisted of approximately 30 minutes of instruction . The content is designed to help originators understand 5 issues, or "pitfalls" to watch out for when originating HECM loans. To view the webinar, click the link below: 5 HECM...

State Coverage

The three maps below identify states where Live Well Financial is approved to do conduct business.

Partner Resources

Click below to gain access to an array of product guides, workflows, training videos, and important forms and checklists.

Welcome
Guide

Quick Tips
& Videos

Forms &
Downloads

Partner Login

The systems listed below will allow our partners will to work with both our Forward and Reverse mortgage business.

Customer Testimonials

Here is what our Wholesale Partners have to say about working with Live Well Financial.

I appreciated the way the team helped me get this loan closed. Thanks a ton!

Broker

You made the process easy, and we love doing business with Live Well.

Closed Loan Seller

Even old dogs can learn new tricks. The support and training you provided is very much appreciated.

Broker

Have Questions?

We’re here to help. Click the button to the right to contact us online.