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