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Katie Bateman Austin - California

Serving San Luis Obispo County

I’m a local native of San Luis Obispo County. A proud graduate of Cal Poly San Luis Obispo with a B.S. in 2002, I became a licensed real estate professional and mortgage loan originator in 2004, specializing in only Home Equity Conversion Mortgages (HECMs), also known as reverse mortgage loans, for seniors.

Educating homeowners 62 and older about “all things reverse mortgage” is one of my primary goals. If my clients don’t understand the reverse mortgage loan before beginning the application process, then I haven’t done my job successfully.

My work ethic is to provide clients with timely, proficient service and ongoing personalized attention to meet their needs and answer their questions. And because I believe that information is key to a successful transaction, I carefully guide my clients through the application process and keep them informed every step of the way. I even attend each closing appointment to make sure they are comfortable right through the final steps of the loan process.

I have worked with many clients throughout San Luis Obispo County and California to help them improve their financial situation with a reverse mortgage loan. What’s more, the relationship between my clients and me does not end after the closing appointment, but rather continues throughout the life of their loan.

In my opinion, these mortgage products are a great option to consider for homeowners 62 and older who are looking to help secure their financial future – whether it’s to get cash to provide for a quality retirement lifestyle … to use as a financial tool that could help strengthen their long-term retirement strategy … or even to purchase a new home.

If it’s time to take the first step in deciding whether a reverse mortgage could be right for you, let’s have a conversation soon. I’m at your service.

About Me
  • Originating Reverse Mortgages since 2004.
  • Communicates openly, honestly and easily with clients.
  • Believes that information is key to a successful transaction.
Licensed in: CALIFORNIA
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