Loan Proposal Documents

We have included several documents for you to view, download and use however you would like. Nothing within this page is personal and is free to share.

Counseling Documents

Preparing for Your Counseling Session - Housing of Urban Development

Search Tool - Find a HUD-approved counseling location for a HECM loan

Educational Documents

Use Your Home to Stay at Home - National Counsel on Aging (NCOA)

Changing Attitudes, Changing Motives - NCOA

Reverse mortgages: A discussion guide - Consumer Financial Protention Bureau (CFPB)

Consumer handbook on adjustable-rate mortgages - CFPB