Eligibility Requirements
To qualify for a reverse mortgage, you must:
- Be at least 62 years old (or 60 for some proprietary reverse mortgages)
- Own your home outright or have significant equity
- Use the home as your primary residence
- Meet financial assessment requirements to ensure you can cover property taxes, insurance, and maintenance
Reverse Mortgage Process
- Initial Consultation: Meet with our experts to discuss your needs and determine if a reverse mortgage is right for you.
- Counseling Session: Attend a mandatory counseling session with a HUD-approved counselor to understand the implications of a reverse mortgage.
- Application and Appraisal: Complete the application and have your home appraised to determine its value.
- Loan Approval and Closing: Once approved, choose your payout method and close the loan.
- Receive Funds: Start receiving your funds according to the chosen disbursement plan.