![]() Assisting customers with account balance and transaction inquiries. Providing customers information about beneficial and appropriate products and services. ![]() Synergy One sat at number six overall in Reverse Market Insight’s most recent ranking of Home Equity Conversion Mortgage lenders, with 1,229 loans through the end of June. Respond to 60-80 customer email requests and inquiries per day about their personal holdings such as bank accounts, loans, and investments. “It’s not just a reverse mortgage - oftentimes that might be the right solution, but many times it’s not right.” ![]() “Just having the full product suite is really an advantage - product diversification so that you can fit that customer’s needs, no matter what it is,” he said. Some of those forward options could include home equity lines of credit, Connealy told RMD. “If a reverse mortgage is the best solution for that borrower, we’ve got that in our product lineup, but if it’s a traditional forward mortgage, that’s an option going forward as well,” he said. Mutual of Omaha Mortgage president Terry Connealy will oversee the entity going forward, telling RMD in May that the company would take an “agnostic” approach toward recommending reverse or forward mortgages to its clients. Synergy One will continue to operate as a wholly-owned subsidiary of its new Omaha, Neb.-based parent, maintaining its offices in San Diego and existing Retirement Funding Solutions brand name. “By combining our collective strengths, Mutual of Omaha Bank and Synergy One will be able to serve more customers who are in the market for a traditional or reverse mortgage.” “This acquisition brings together two organizations that complement each other strategically and culturally,” Mutual of Omaha Bank CEO Jeff Schmid said in a statement announcing the closing. The terms of the deal, first announced in May, remain undisclosed. The two parties received regulatory approval from the Office of the Comptroller of the Currency earlier this month, Mutual of Omaha Bank said Tuesday, with the transaction formally closing on July 16. If you are experiencing difficulty with any content on Synergy One Lending website or require assistance with any part of our site, please contact us during normal business hours as detailed below and we will be happy to assist.Mutual of Omaha Bank on Monday completed its purchase of Synergy One Lending, Inc., cementing its entrance into the reverse mortgage marketplace. This may be a result of not having found or identified the most appropriate technological solution. See reviews, photos, directions, phone numbers and more for Patrice Munroe At Guaranteed Rate Nmls 459727 locations in Cockeysville, MD. ![]() Synergy One Lending continues its efforts to constantly improve the accessibility of its site and services in the belief that it is our collective moral obligation to allow seamless, accessible and unhindered use also for those of us with disabilities.ĭespite our efforts to make all pages and content on Synergy One Lending website fully accessible, some content may not have yet been fully adapted to the strictest accessibility standards. Find 1 listings related to Patrice Munroe At Guaranteed Rate Nmls 459727 in Cockeysville on YP.com. After triggering the accessibility menu, please wait a moment for the accessibility menu to load in its entirety. Synergy One Lending accessibility menu can be enabled by clicking the accessibility menu icon that appears on the corner on the page. The software allows to improve its compliance with the Web Content Accessibility Guidelines (WCAG 2.1). ![]() Synergy One Lending makes available the UserWay Website Accessibility Widget that is powered by a dedicated accessibility server. Synergy One Lending has invested a significant amount of resources to help ensure that its website is made easier to use and more accessible for people with disabilities, with the strong belief that every person has the right to live with dignity, equality, comfort and independence.Īccessibility on Synergy One Lending website Synergy One Lending strives to ensure that its services are accessible to people with disabilities. Synergy One Lending Accessibility Statement General ![]()
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