Reverse Mortgage Requirements

Since the Reverse Mortgage for Seniors program is allsecondary mortgage vehicle.
the rage these days, let's take a look at what isTo ensure that you enter into a reverse mortgage
required to qualify for and to obtain a reversewith your eyes fully open and to ensure that you are
mortgage. In the United States, a person must be atnot taken advantage of or scammed, there is a
least 62 years of age and own their own home toFederal requirement that you must obtain financial
qualify for a reverse mortgage. While mostcounseling from a source that is approved by the
condominiums do qualify, there are some types ofDepartment of Housing and Urban Development
co-op apartment arrangements which do not. Also,(HUD). Do not discount this counseling. It is very
lower value properties, such as smaller mobile homes,valuable and can usually be obtained for free or at a
probably will not qualify either.very low cost. It is best that you get such counseling
In a traditional mortgage, there is a great deal offrom an independent source, such as the American
emphasis on the creditworthiness of the borrower. In aAssociation of retired Persons (AARP).
reverse mortgage, that is not the case since theWhile there are obvious cash flow benefits to be
borrower will not be counted upon to pay off the loan.derived through a reverse mortgage, there are also
Even a pending bankruptcy may not slam the door onsome drawbacks. One big one is the amount of up
a reverse mortgage; however, it will probably slow thefront costs associated with a reverse mortgage when
process down somewhat. The amount of equity youcompared to a traditional mortgage. A loan origination
have in your home is the critical factor for a reservefee of 2% is typical and the FHA reverse mortgage
mortgage. It is that equity that will be 'funding' theinsurance is another 2%. These are in addition to the
payments into the future and you can be assured thatnormal closing items such as appraisals, surveys, title
the lender will get necessary appraisals and surveys,searches, etc. that one would expect. On a $200,000
etc. to be certain of the real value of your home.mortgage, this would add up to a hefty $8,000 on the
The amount of a reverse mortgage loan is determinedfront end, plus all of the other traditional closing costs.
by several factors including the Federal HomeThe AARP is attempting to initiate a program with the
Administration (FHA) or Fannie Mae (FNMA) appraisedgovernment that would minimize the upfront costs, but
value of the home, its location, and the age of thethat is not yet in place. Anyway, as a result of these
borrower. Fannie Mae has a limit of $200,000 forhigh closing costs, you should not consider a reverse
reverse mortgages closed under its program, but theremortgage option if you plan on living in the home for
are proprietary loan products from commercial lendersless than five years or so.
which can carry higher limits.A senior citizen should carefully evaluate the
Unlike a traditional mortgage, there are no second orrequirements of the reverse mortgage and consider
third mortgages allowed in a reverse mortgage deal,other, more conventional options, such a home equity
unless there is an increase in the value of the homeline of credit or a second mortgage before moving
after the reverse mortgage is taken out. This isforward to obtain a reverse mortgage. In any event
because the home equity is planned to be drawnthe financial counseling required for reverse mortgages
down to cover the payments (or "loan advances" aswill serve to help you with these kinds of decisions.
they are sometimes called) and there may not beDo you homework before committing to any sort of
adequate equity remaining to pledge toward arefinancing option. You'll be glad you did!