HECM Counselor Resources

HECM counselor with senior couple
HECM counseling with senior woman
couple reviews reverse mortagage papers
African american couple standing outside home
elderly couple receives reverse mortagage counseling

On this site you’ll find everything you need to know about the Housing & Urban Development (HUD) Home Equity Conversion Mortgage (HECM) counselor roster, information about the HECM Exam, training, and continuing education requirements.  As an active HECM counselor, you will have the ability to log in and use the Forums, Find a Colleague feature, and our Ask the Expert Tool.

NeighborWorks America is the country's preeminent leader in affordable housing and community development and provides training and technical assistance to active and prospective HECM counselors through its NeighborWorks Center for Homeownership Education and Counseling (NCHEC) with support from HUD.

  • Advanced HECM Counseling Training Course Online
    Advanced Topics in HECM Counseling is designed for active HECM counselors who have been providing services for at least 6 months. It's an opportunity to gain essential knowledge in key areas such as HECM for Purchase, HECM servicing, and the HECM marketplace, including the role of the secondary market. This Virtual Classroom course begins September 9, 2015 and concludes September 29, 2015.  Registration opens August 8, 2015. For a complete course description and to register, visit NeighborWorks.org.
  • Helping Your HECM Clients Understand the Financial Assessment
    Do you still have incomplete professional development goals for FY15? Mark your calendar for Explaining the Basics of the Financial Assessment to Your HECM Clients on Thursday, September 3, 2015.  Approved by HUD for HECM counselor continuing education, this 90-minute eClassroom Express course helps you understand and explain the new Financial Assessment requirements and the Life Expectancy Set-Aside provisions. Registration opens Tuesday, August 25, 2015. To learn more about eClassroom Express live webinar training, visit  NeigbhorWorks.org
  • Q&A on HUD’s Non-Borrowing Spouse Rule
    We have answers to your most pressing questions. View the Q&A from our eClassroom Express webinar on the non-borrowing spouse.

Prospective HECM Counselors

Interested in becoming a HUD HECM Counselor? Start by reading the HUD roster requirements.  Prospective counselors can also search NeighborWorks’ HECM training offerings, and information on the HUD HECM exam.  Topics include an overview of the exam, study materials, registration guidance and a practice exam.

Active HECM Counselors

Consumers

If you are interested in obtaining a reverse mortgage you can visit our Consumer Resources page, or go to HUD's website to find a HECM counselor in your area.