🏠 This residential loan program is exclusively available for Texas borrowers.

← All Loan Programs🧓 Reverse Mortgage

Reverse Mortgage (HECM)

Convert your home equity into tax-free income — no monthly payments required.

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Overview

A reverse mortgage (HECM — Home Equity Conversion Mortgage) allows homeowners 62+ to convert their home equity into cash without making monthly mortgage payments. The loan is repaid when the home is sold, the borrower moves out, or passes away. Backed by HUD and FHA, it's a powerful retirement planning tool.

  • No monthly mortgage payments required
  • Tax-free proceeds (consult a tax advisor)
  • Borrower stays in home as long as they wish

Loan Specifications

Min Amount

Based on age and equity

Max Amount

$1,149,825 (2024 HECM limit)

Loan Term

Loan due when home sold or vacated

Max LTV

40–75% depending on age and rates

Amortization

No monthly payments required

Rate Type

Fixed or Adjustable

Eligibility Criteria

  • All borrowers must be 62 or older
  • Primary residence only
  • Must own the home outright or have significant equity
  • Must complete HUD-approved counseling before applying
  • Property must meet HUD minimum standards

Required Documents

Documents are uploaded through our encrypted secure portal, stored on Cloudflare R2 enterprise storage, and only accessible to your assigned broker via a private link. Never shared with third parties.

  • Government-issued ID and proof of age (62+)
  • Proof of homeownership
  • Evidence of existing mortgage (if any)
  • Income/asset documentation
  • HUD counseling certificate (mandatory)

Frequently Asked Questions