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Compare Reverse Mortgage Specialists in Waukesha, WI
Directory of reverse mortgage specialists in Waukesha, Wisconsin. Verify credentials with the state mortgage licensing authority before hiring.
14 agents listed
Updated May 2026
Waukesha, WI
Important: Listings are compiled from publicly available sources and have not been independently verified by BeforeMortgageUSA.com. We do not endorse any broker or guarantee outcomes. Verify licensing and disciplinary status with the Wisconsin before hiring.
Showing 14 reverse mortgage specialists in Waukesha, WI
Listings are displayed in no particular order and are not ranked by BeforeMortgageUSA. Order does not constitute a recommendation or endorsement of any broker.
Guild Mortgage Company
2120 Pewaukee Rd Suite 204, Waukesha, WI 53188
2625139845
Novus Home Mortgage - Jodi Ulrich
21075 Swenson Dr #250, Waukesha, WI 53186
2624398043
Tom Kerr at Rate (NMLS #266890)
N21w23340 Ridgeview Pkwy Suites 100 And 1, Waukesha, WI 53188
2624392221
Aaron Schmitz at Epic Mortgage (NMLS #1779968)
N21w23340 Ridgeview Pkwy Suites 100 And 1, Waukesha, WI 53188
9209805229
Accunet Mortgage
N16W23217 Stone Ridge Dr #110, Waukesha, WI 53188
2627811100
Guild Mortgage - Jim Snyder
2120 Pewaukee Rd Suite 204, Waukesha, WI 53188
4143809719
Guild Mortgage - Dennis De Grave
2120 Pewaukee Rd Suite 204, Waukesha, WI 53188
2626965035
Guild Mortgage - Chayce Sutton
2120 Pewaukee Rd Suite 204, Waukesha, WI 53188
2626965183
Novus Home Mortgage Jonathan Mosca - NMLS# 7791
21075 Swenson Dr #250, Waukesha, WI 53186
4148521385
Guild Mortgage - Tyler Hietpas
2120 Pewaukee Rd Suite 204, Waukesha, WI 53188
2624243758
Penny Charlson at Rate (NMLS #285422)
N21w23340 Ridgeview Pkwy Suites 100 And 1, Waukesha, WI 53188
2624392249
Guild Mortgage - Steven Kern
2120 Pewaukee Rd Suite 204, Waukesha, WI 53188
2626965040
Guild Mortgage - Michele Fritz
2120 Pewaukee Rd Suite 204, Waukesha, WI 53188
4143229810
Parkside Home Loans
N16 W23233 Stone Ridge Dr, Waukesha, WI 53188
4146789004
A reverse mortgage specialist in Waukesha Wisconsin helps homeowners aged 62 or older convert part of their home equity into tax free funds. Wisconsin law requires borrowers to complete a HUD approved counseling session before applying. Local specialists guide clients through the process while ensuring compliance with state and federal regulations.
What Does a Reverse Mortgage Specialist in Waukesha Cost?
Typical costs for a reverse mortgage in Wisconsin include an origination fee up to 2 percent of the home value, a mortgage insurance premium of 2 percent of the appraised value at closing, and third party fees for appraisal, title search, and recording. Total closing costs often range from 2,000 to 6,000 dollars depending on the property and lender. Annual mortgage insurance premiums are 0.5 percent of the loan balance. This is general information and not mortgage or financial advice.
* Cost estimates are general ranges based on publicly available data and compiled using automated research tools. Actual fees vary by agent and case complexity. This is not mortgage or financial advice — consult directly with an agent for fee specifics.
Frequently Asked Questions
What are the eligibility requirements for a reverse mortgage in Waukesha Wisconsin?
You must be at least 62 years old and own your home outright or have a low mortgage balance. The home must be your primary residence and meet FHA property standards. Wisconsin law also requires you to attend a counseling session with a HUD approved counselor before you can proceed.
How much money can I get from a reverse mortgage in Wisconsin?
The amount depends on your age, the appraised value of your home, and current interest rates. In Waukesha County, where home values are above the national median, older borrowers generally qualify for a larger percentage of their home equity. You can receive funds as a lump sum, monthly payments, or a line of credit.
Are reverse mortgage proceeds taxable in Wisconsin?
No, reverse mortgage proceeds are not considered income by the IRS or the state of Wisconsin. They are treated as a loan advance, so you do not pay state or federal income tax on the funds. However, you remain responsible for property taxes, homeowners insurance, and home maintenance.
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About Our Listings
Brokers listed on BeforeMortgageUSA.com are compiled from publicly available directories, state mortgage licensing authority records, and business listings. Inclusion does not constitute endorsement. We do not verify broker licensing, disciplinary status, or qualifications. Verify each broker's current standing with the Wisconsin.