It's Impartial

For your own protection, anyone who chooses to apply for a reverse mortgage is required by law to obtain counseling from a Department of Housing and Urban Development (HUD) approved third party counselor.

During this session – that can be in person or over the phone – you will receive impartial education about the purpose and processes that come with applying for a reverse mortgage.

Upon completion, you will be provided with a copy of a Home Equity Conversation Mortgage (HECM) Certificate that will need to be included with your application.

If you have any questions whatsoever about the required counseling, please give Carol a call or complete the Contact form.


Personal Attention for Your Very Personal Decision

Call Carol now and she will offer all the time you need, at no charge, to make the right decision for yourself or your family.

(650) 453-3244