Guides — ReversePilot Support

All 6 Access Getting started Onboarding Procurement Strategy

Modernizing a reverse mortgage operation: a practical playbook

A framework for planning a controlled modernization program: what to assess before replacing anything, how to sequence the move, and what to measure along the way.

Strategy 9 min 2026-07-29 →

Onboarding your team and provisioning users

Set up new users in ReversePilot with appropriate roles and permissions. This guide covers account creation, user hierarchies, and permission management for company administrators and team members.

Onboarding 6 min 2026-06-05 →

Resolving login and access issues

This guide helps you troubleshoot common login and access problems in ReversePilot, including password resets and account activation issues. Whether you're a company user or administrator, you'll find steps to resolve your authentication problems.

Access 4 min 2026-06-05 →

Creating your first loan application

Learn how to create and process a reverse mortgage loan application in ReversePilot, from initial setup through submission to processing.

Getting started 7 min 2026-06-05 →

Diagnosing calculation discrepancies

Calculation discrepancies in reverse mortgage loans often stem from incorrect borrower data, property information, or settings. This guide walks you through the systematic troubleshooting steps to identify and resolve the most common issues.

4 min 2026-06-05 →

Evaluating a reverse mortgage LOS: a buyer's guide

The questions worth asking when comparing loan origination systems for HECM and proprietary reverse mortgage lending, organized by what actually differs between reverse-native and forward-adapted platforms.

Procurement 8 min 2026-07-29 →

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