Sam Lowy CRMP

Specializing in Reverse Mortgage Upscale Equities Inc. NMLS# 1439273
For more than 10 years Sam Lowy has been a resource to Accountants, Attorney’s, financial professionals and their senior clients specializing in tax advantage retirement and long term care planning. As a Reverse Mortgage Specialist Sam strives to provide high-level of professionalism to educate clients and professionals about the worry free transaction that the HECM benefit provides. Additionally, Sam customizes Lifetime Income Solutions and Social Security Maximization strategies. Most of all, he is dedicated to go the extra mile for his clients, which is a major reason as to why his clients are mostly referral based.

As a Senior advisory Board Member since 2011, and has achieved numerous recognition's including the CRMP, Certified Reverse Mortgage Professional and being named one of the Nation’s Top 10 Long Term Care Insurance Producers, qualifying as a Top of the Table member from the Million Dollar Round Table (MDRT) organization, in addition to being a Certified Long Term Care CLTC lifetime designation specialist , He has been featured and interviewed in the media as well as invited to speak at many different events regarding his expertise.
Husband
For those of us who need money, it’s nice to know that there’s a financial reverse mortgage specialist out there like Sam Lowy.
He is a dedicated professional who will walk you through the whole process, do everything that needs to be done in a timely fashion, leaving only required document signatures for you. I’m glad to have had the pleasure of knowing and working with Mr.. Lowy. I highly recommend.
To whom this may concern
Mr Sam Lowy helped me get a reversed mortgage on my house .
He was very helpful and did the job very smoothly and quickly.
I WOULD DEFINITELY RECOMMEND HIS SERVICE.
ELIN SHAINGARTEN
we do a lot of bank closings for many lenders and broekrs. The most difficult deals to do are always reverse mortgages, i had the pleasure of closing a deal for Sam Lowy at Upscale and i must say it was seamless. from beginning to end it was a great work environment and closing
well done Sam
client
Mr. Lowy was a pleasure to work with. He was very knowledgeable and helpful in arranging our reverse mortgage loan. He was patient, thorough, highly responsive to all questions and emails. I highly recommend him. m
Oct 20, 2021

Sam Lowy CRMP Interviewed by TSC

Mr. Sam Lowy, CRMP, NMLS #1439273 Netcast Interview "How Reverse Mortgages work" Feel free to contact him at sam@samlowy.com (732) 716-7272
Sam Lowy is very dedicated and works hard to accommodate his clients. He’s on to of every situation and responds in a timely fashion
I highly recommend Sam Lowy for his efficient and courteous manner with which he dealt with us. We are cery happy with the results of his efforts
Mr. Lowy was a pleasure to work with. He was knowledgeable, efficient and helpful. We would surely recommend his services to our friends.
We are very appreciative to Mr. Lowy who helped us through the entire process of getting a reverse mortgage. He directed us and assisted us with the complicated process of transferring the house from a trust to private ownership and with the completion of everything necessary to get the mortgage through. He was pleasant, helpful, and knowledgable.
Teacher, secretary
We are very grateful to Mr. Lowy for being our HECM advisor. His patience, mild manner and attention to detail are to be commended. We feel privileged to have had Mr. Lowy lead us step by step in the HECM process.
Real Estate Agent
Sam Lowy did a fabulous job speaking to my team of agents and I. He explained the HECM loan to us, and how it can help us do more business. It will help us give options to some of our clients that we did not know existed. Since our goal is always to provide all options, to insure our clients make the best financials decisions, this meeting with Sam Lowy was so vital. I wish we could have met with him years ago! Sam explained all very well and made all extremely clear. We are looking forward to recommending him to our clients.
Sharon Kushner
Attorney
I worked with Sam on a very complex case involving a reverse mortgage. Sam was extremely professional and creative in pushing the loan through. He orchestrated the many different moving parts that were necessary to close the loan and did not give up despite the many obstacles we faced.
Director of Chabad of Southern Nevada
We had a complicated reverse mortgage due to the house being in a Trust. I tried a couple of mortgage companies who promised to be able to do it but couldn't deliver...someone recommended Sam Lowy and from the first moment we spoke I knew I had the right person. Mr. Lowy stayed on the file, worked through all the complicated issues, and delivered. I would highly recommend him to anyone who is looking for a mortgage.
Mortgage Banker
He has the patience and is to the point on what he has to put across... very helpful!
Mr. Lowy made a complicated file very smooth, and his professionalism and experience was very helpful. We have referred a few of our neighbors and family members to him.
Mortgage Banker
Sam helped me prepare for a retirement seminar by providing me a short education on HECM products and services. Thanks to the information he shared with me I now have an opportunity to work with a major insurance and investment company on their project to market to veterans in the DC, MD, and VA region.

Thank you, Sam!!
Attorney
Sam did a great job bringing a complicated HECM mortgage acquisition to closing. He guided the parties through all the various complexities of the process and made an arduous task seem effortless!
Thank you Mr. Lowy for a job well done. You were extremely knowledgeable and provided excellent service. We highly recommend your service and would not hesitate to contact you again. We were very pleased and confident as you helped navigate us through a process we knew very little about. Thanks again and we are enjoying our new home.
Escrow Officer
Sam is a pleasure to work with. He is always friendly and very kind. He makes sure he gives his clients the best customer service he can possibly give.
Realtor Associate, Gloria Zastko, Realtors
I worked with Sam recently on a pair of related transactions which required the closing of two reverse mortgage loans simultaneously. The lending requirements were complex, and the timing was tricky, yet Sam was able to close both loans on schedule on the same day! This goal was achieved through his clear guidance and constant supervision of every phase of the transactions. I doubt that most other mortgage brokers could have achieved the same results.

Moreover, throughout the entire process, Sam was unfailingly helpful and responsive. He kept all parties informed of the status, returned all correspondence promptly, and helped to smooth out any problems along the way. Sam was always pleasant and professional, and a joy to work with.

I would happily recommend Sam to anyone in need of mortgage services. He is outstanding.

March 23, 2017
He did a very good job. He was thorough was on top of things and tried to expedite the process as best as possible. He was available to advise and returned phone calls promptly. I was very satisfied with his work
Realtor
Mr Lowy worked tirelessly on my clients behalf to insure that the deal would go smoothly . He also was available all the time for the clients and attorneys involved to answer any questions .
The HECM loan brought tremendous benefits to the clients involved ! I would defientely recommend Mr Lowy to someone who is looking to purchase a home using the HECM loan.
Thank you !
Mr. Sam Lowy was a pleasure to deal with. His professionalism, courtesy, and friendly mild-mannered demeanor was very reassuring.
His degree of devotion and guidance based on experience is unparalleled.
Mr. Lowy went the extra mile in accommodating my wife and I.
We very much appreciated the late night meeting to finalize and accelerate the process. The timely results achieved exceeded my expectations.
I highly recommend his services.
homeowner
Sam was very patient with us in the application process. He was very encouraging and guided us every step of the way.
Our experience with Sam was excellent and he was outstanding
Homeowber
Mr. Sam Lowy made the entire application process much easier. His calm and empathetic manner was a pleasure to deal with. Mr. Lowy slowly, carefully, and fully explained the various plans and each of their pros and cons. In addition Mr. Lowy texted, emailed, and came over as many times as needed - always with a smile and soothing word.
Our case was a bit more complicated than the usual. But with Mr. Lowy's expert assistance we were able to successfully navigate the process.

I very highly recommend Mr. Lowy. I feel that no one can offer better HECM application guidance.