Credit Union Partnerships Alliance Reverse Mortgage already collaborates with California credit unions, including a long-standing partnership with Redwood Credit Union, demonstrating a proven channel strategy. To accelerate growth, target additional California credit unions and offer a collaborative program that lets their members access reverse mortgages through trusted CU channels.

Senior Market Focus The core customers are senior homeowners seeking retirement relief. Position alliances with credit unions and their financial planners, fiduciaries, and attorneys to integrate reverse mortgage discussions into retirement planning and member education.

Credit Union Fit The service model and culture align with credit union values of service and people helping people. Propose a co-branded or white-label reverse mortgage program that leverages CU trust and distribution networks to drive member adoption.

Co branded Solutions Expand the offering through co-branded or private-label reverse mortgage solutions within CU ecosystems, enabling a seamless member experience and leveraging existing relationships for higher conversion.

Scale Through Partnerships With a small internal team and mid-range revenue, Alliance can scale by broadening CU partnerships and employing outsourced marketing, processing, and compliance support to extend reach without a large headcount.