Insights

Niche Market Focus Legacy Reverse Mortgage specializes in reverse mortgage solutions for seniors across seven states, presenting an opportunity to target other geographic regions or expand into similar financial products tailored for senior financial planning.

Customer Service Excellence The company's emphasis on superior customer service and doing the right thing positions it well to build strong client relationships and generate positive referrals in the senior financial market segment.

Technology Utilization With a tech stack that includes Google Analytics and social media channels, there is potential to leverage digital marketing and analytics to increase lead generation and improve customer engagement.

Growth Opportunity Operating with a modest revenue range of 1 to 10 million dollars and a small team, Legacy Reverse Mortgage could benefit from targeted sales expansion efforts or strategic partnerships to increase market penetration.

Competitive Landscape Compared to larger industry players with broader reach, leveraging its local expertise and personalized service can differentiate Legacy Reverse Mortgage as a trusted advisor for senior clients in its current markets.

Legacy Reverse Mortgage Tech Stack

Legacy Reverse Mortgage uses 8 technology products and services including MySQL, Lightbox, PHP, and more. Explore Legacy Reverse Mortgage's tech stack below.

  • MySQL
    Database
  • Lightbox
    Javascript Libraries
  • PHP
    Programming Languages
  • Onsen UI
    Software Development
  • Google Analytics
    Web Analytics
  • Hello Bar
    Widgets
  • Twitter
    Widgets
  • Google Plus
    Widgets

Media & News

Legacy Reverse Mortgage's Email Address Formats

Legacy Reverse Mortgage uses at least 1 format(s):
Legacy Reverse Mortgage Email FormatsExamplePercentage
First@legacyreversemortgage.comJohn@legacyreversemortgage.com
67%
FLast@legacyreversemortgage.comJDoe@legacyreversemortgage.com
33%

Frequently Asked Questions

Where is Legacy Reverse Mortgage's headquarters located?

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Legacy Reverse Mortgage's main headquarters is located at 11526 Sorrento Valley Road Suite b3 San Diego, California 92121 United States. The company has employees across 1 continents, including North America.

What is Legacy Reverse Mortgage's phone number?

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You can contact Legacy Reverse Mortgage's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Reverse Mortgage's official website and social media links?

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Legacy Reverse Mortgage's official website is legacyreversemortgage.com and has social profiles on LinkedIn.

What is Legacy Reverse Mortgage's NAICS code?

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Legacy Reverse Mortgage's NAICS code is 52 - Finance and Insurance.

How many employees does Legacy Reverse Mortgage have currently?

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As of April 2026, Legacy Reverse Mortgage has approximately 2 employees across 1 continents, including North America. Key team members include Chief Operating Officer: T. A.Reverse Mortgage Specialist: R. A.. Explore Legacy Reverse Mortgage's employee directory with LeadIQ.

What industry does Legacy Reverse Mortgage belong to?

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Legacy Reverse Mortgage operates in the Financial Services industry.

What technology does Legacy Reverse Mortgage use?

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Legacy Reverse Mortgage's tech stack includes MySQLLightboxPHPOnsen UIGoogle AnalyticsHello BarTwitterGoogle Plus.

What is Legacy Reverse Mortgage's email format?

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Legacy Reverse Mortgage's email format typically follows the pattern of First@legacyreversemortgage.com. Find more Legacy Reverse Mortgage email formats with LeadIQ.

When was Legacy Reverse Mortgage founded?

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Legacy Reverse Mortgage was founded in 2008.
Legacy Reverse Mortgage logo

Legacy Reverse Mortgage

Financial ServicesCalifornia, United States2-10 Employees

Legacy Reverse Mortgage operates in the financial services sector, focusing on originating reverse mortgages for senior customers. The company aims to help older adults maximize the payout while minimizing costs, emphasizing customer service and ethical conduct in its transactions. Based in San Diego, California, the firm began in early 2008, founded by Jim Cory and Todd Ausherman, and later became part of Live Well Financial in 2013.

 Serving seniors across seven states, the company targets individuals seeking reverse mortgage solutions to access home equity, addressing the needs of a growing senior market. Positioned within specialized mortgage services, Legacy Reverse Mortgage concentrates on providing products tailored to the unique financial considerations of senior homeowners. The business operates with a small team and maintains a local presence in the San Diego area, reflecting its focused regional footprint.

Section iconCompany Overview

Headquarters
11526 Sorrento Valley Road Suite b3 San Diego, California 92121 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2008
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Legacy Reverse Mortgage's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Legacy Reverse Mortgage's revenue is estimated to be in the range of $1M$10M

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