DAVID HEILMAN, CRMP, began his reverse mortgage career in 2007 when he landed a job with Franklin Funding, a mortgage brokerage in Charleston, SC. His job focused on business development and building relationships with other local businesses that provided services to the region’s aging population—the thought being that a reverse mortgage could help pay for a person’s in-home care, home modifications or other services to help them age in place. The result was an extensive network that would become the official chapter of the Charleston Aging in Place Council. For several years, Charleston became a role model for other cities across the United States that wanted to build similar networks for seniors to access. The Charleston Aging in Place Council would later disband, but Heilman is still originating reverse mortgages through his own mortgage brokerage company. Reverse Mortgage sat down with Heilman to talk about how he has remained successful over the past 16 years and what he’s doing to stay competitive. Reverse Mortgage: How did you get your start in the reverse mortgage business? David Heilman: Right out of college, I landed a job working with seniors in a community outreach type of David Heilman, CRMP, Principal Owner, Homegrown Financial LLC By Darryl Hicks David Heilman From the Top 8 REVERSE MORTGAGE / JANUARY-FEBRUARY 2024
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