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Niki Sullivan

Business Development/Reverse Specialist

Sullivan Group

NMLS #1717992

2855 Mitchell Drive, Suite 235
Walnut Creek, CA 94598
Contact Methods
mobile Mobile
(925) 817-8689
fax Fax


About Niki

Nicole (Niki) Sullivan comes to the reverse mortgage industry with a wealth of information derived from her background in financial services. She graduated from California State University, Chico with a degree in Financial Management in 1995. From there she went to work for her dream company, Franklin Templeton Investments. She spent her time there working with clients, financial advisors and management of top financial institutions. Nicole also got her series 6, 63 and 7 while she was at Franklin. From there she went onto Stephens Investments where she built a brand new sales channel of the Wells Fargo Mutual Funds.

After she created this new territory, she took 18 years off to raise her three children, Megan, Emma and Colin with the help of her husband Casey. Being a very active person, she continued to work on her profession by getting her her real estate brokers license and her NMLS mortgage license. She also helped her father in his financial advising business and her husband, Casey with his home lending business at Summit Funding through marketing and direct sales. Niki’s passion of diversification, financial management and home loans led her to her dream of helping retirees have more freedom.

In 2019, she started her reverse mortgage path at Summit Funding, Mutual of Omaha Mortgage, and then soon found a home in 2021 at CrossCountry Mortgage, which she plans to stay for many years to come. She prides herself on calling all her past client’s family and stays in regular contact with them to ensure that their reverse mortgage is helping them to reach their retirement goals. Because of Niki’s background and experience she enjoys working with Financial planners to help with retirement planning. She also specializes in reverse for purchase helping many local realtors and builders help their clients find their dream retirement home.


  • Home Equity Loans
  • Recruiting Business Development

Recent Posts and Articles


Family not worrying about their finances since using the equity in the home to help pay off debts

Owning a home is fun and fulfilling!

What’s not to love about having a space that is entirely yours? You can paint your bathroom fuchsia, have hardwood in the master, put up a wild Mosaic in the kitchen, install a smart thermostat, you name it. After all, it’s your home!

Equally enjoyable are the other personal and financial advantages of being a homeowner: security and stability, equity and wealth building, and more! I’m here to help you get the most from your home financing — whether you’re buying your first home, moving up or downsizing to match your lifestyle, or refinancing your current mortgage.

Helping your home financing process go smoothly.


  • The Mortgage Process

    There are some major milestones on your road to home financing. As your loan officer, I’ll be with you every step of the way to make sure you understand each one and get through them quickly.

  • Payment Calculator

    How much will your mortgage payment be? How much can you save if you refinance? Is it better to buy than rent? Use these online calculators to crunch the numbers and see for yourself.

  • Find the Right Loan

    I separate myself from other lenders by offering a broader selection of home financing options — from loans for first-time homebuyers to refinance programs for accessing your home’s equity.

  • Home Loan Check List

    Before you explore the endless options of home financing, some preparation is in order. Planning ahead for your mortgage is the key to an easier and more successful home financing process.

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