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.

  • Scholarships to  Attend HECM and the Non-Borrower Spouse: What Counselors Need to Know
    Are you inundated with questions surrounding the non-borrower spouse and unsure of how to answer them? Expand your knowledge by learning the history of the issue, the outcomes of litigation, and HUD’s recent efforts to craft a policy that protects the interests of both spouses.

    Part of our NeighborWorks eClassroom Express series, this live 90-minute webinar training including the end-of-course quizsatisfies the 2-year Continuing Education requirements of counselors listed on the HECM Counselor Roster. The course takes place on Tuesday, October 28, 2014, at 1:00 pm ET. The first 50 registrants from a HUD-approved agency can attend for FREE. Register using the discount code HUD15HO009.

  • Upcoming Webinar for Agencies Providing HECM Counseling Via Telephone
    Learn how to maximize your effectiveness when counseling HECM clients over the phone. This NeighborWorks eClassroom Express course takes place on December 2, 2014, 1:00 pm - 2:30 pm ET. Please check back for registration and scholarship information.

  • Ibis Reverse Mortgage Analyst (RMA) Video Series
    NeighborWorks America developed a series of short videos to assist new HECM counselors who need orientation to the RMA software. For more experienced counselors, these short 4-15 minute videos provide a handy review of specialized features. Viewers receive how-to lessons on topics such as creating printouts, HECM for Purchase, and HECM to HECM Refinance calculations.

 

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.