About Mark Klein
CA - CA-DOC242843 Mark Klein is Branch Manager at Citywide Home Mortgage and leader of The Klein Team, one of the top-performing lending groups in the country. Based in Westlake Village, CA, Mark has been helping clients achieve their real estate financing goals since 1992—funding billions in loans and consistently ranking in the top 1% of mortgage originators nationwide. A former CPA with six years in public accounting—including four with Coopers & Lybrand—Mark brings uncommon financial insight to his mortgage practice. This background gives him a unique advantage in working with high-net-worth clients, business managers, and self-employed borrowers with complex income structures. Since 2009, Mark has developed a specialized focus on Reverse Mortgages, helping financial professionals integrate this underutilized tool into their clients' retirement strategies. He collaborates closely with financial advisors, estate planning attorneys, and CPAs to show how Reverse Mortgages can create tax-free income, preserve investment portfolios, and provide peace of mind in retirement. As a direct lender and broker, Mark's team controls the entire loan process—from underwriting to funding—and is known for closing loans in 25 days or less, including Jumbo and Super Jumbo transactions. His Reverse Mortgage Division offers both FHA-insured and proprietary products up to $4 million. Mark is a passionate educator and trusted advisor, committed to helping professionals and their clients make smarter, more strategic mortgage decisions—whether they're buying a home, refinancing, or planning for retirement.
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Your actual rate, payment and costs could be higher. Citywide cannot predict where rates will be in the future. Sample rate provided for illustration purposes only and is not intended to provide mortgage or other financial advice specific to the circumstances of any individual and should not be relied upon in that regard. Applicant subject to credit and underwriting approval. Not all applicants will be approved for financing. Receipt of application does not represent an approval for financing or interest rate guarantee. Restrictions may apply, contact Citywide for current rates and for more information. All information provided in this publication is for informational and educational purposes only, and in no way is any of the content contained herein to be construed as financial, investment,or legal advice or instruction. Citywide does not guarantee the quality, accuracy, completeness or timelines of the information in this publication. While efforts are made to verify the information provided, the information should not be assumed to be error free. Some information in the publication may have been provided by third parties and has not necessarily been verified by Citywide. Citywide its affiliates and subsidiaries do not assume any liability for the information contained herein, be it direct, indirect, consequential, special, or exemplary, or other damages whatsoever and howsoever caused, arising out of or in connection with the use of this publication or in reliance on the information, including any personal or pecuniary loss, whether the action is in contract, tort (including negligence) or other tortious action. Sample rate provided for illustration purposes only and is not intended to provide mortgage or other financial advice specific to the circumstances of any individual and should not be relied upon in that regard.
Located at 3625 E. Thousand Oaks Blvd., Suite 258 Westlake Village CA, 91362