Your One Stop Shop for Reverse Mortgage Information

Checklists and Guides

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The Reverse Mortgage Application Checklist:  A 5–Step Checklist for Senior Homeowners and their Families

All the planning and paperwork surrounding a reverse mortgage can seem overwhelming. Use this comprehensive guide to complete your reverse mortgage application

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Financial Planning for a Reverse Mortgage: Your 4 -Step Checklist

A step-by-step guide to help you gather the financial documents needed to decide whether you (or your parents) are a good fit for a reverse mortgage.
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The Reverse Mortgage Self-Evaluation Guide 

This guide provides basic information about reverse mortgages and offers a few key questions that can help you decide whether a reverse mortgage could be right for you.

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What You Need to Know About Your HECM Reverse Mortgage After Closing 

This guide explains what your rights and responsibilities will be under a reverse mortgage. Reviewing this information before entering an HECM contract can help ensure that you are fully informed in advance. 

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What Do I Do When My Loan is Due? 

This guide describes the events that will trigger your reverse mortgage loan to come due, and the process you can expect for settling your debt


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National Council on Aging’s Use Your Home to Stay at Home 

Are you an older homeowner who wants to stay in your home as you age?  Explore your options to tap into your home equity with this  National Council on Aging free guide

Other Resources

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Listen to elder law attorney Patrick Kelleher and reverse mortgage professional George Downey - My Generation Radio Show interview


Reverse Mortgage Sales Pros Discuss Effective Marketing Practices - Chris Downey featured in Reverse Mortgage Daily 


Can You Refinance a Reverse Mortgage?
Refinancing a reverse mortgage makes more sense for some homeowners than for others.
Chris Downey featured in Rebecca Lake's article in U.S. News & World Report


Here's How Some HECM Originators Connect with Financial Advisors 
Brett Kirkpatrick shares ideas with HousingWire.


Local Spotlight: Reverse Mortgages in New England
George Downey featured in Reverse Mortgage Daily  


Reverse Mortgage Daily featuring Brett Kirkpatrick reflecting on the fiscal year for the reverse mortgage industry 


Six Tips for Building a Reverse Mortgage Referral Network

In today’s rocky reverse mortgage landscape, it’s clear that a strong referral network is a major component to success... Chris Downey featured in Jessica Guerin's article in Reverse Mortgage Daily


My Generation Radio Show interview with George Downey as part of an expert panel on Housing Wealth in the Financial Planning Process


Reverse Mortgage Daily  featuring Brett Kirkpatrick on Home Equity Conversion Mortgage


My Generation Radio Show interview with George Downey on Reverse Mortgages 


In Your 60s: Refi or Reverse Mortgage?

With millions of Americans short of cash heading into retirement, a reverse mortgage may not be a luxury - it could be a necessity… Chris Downey featured in Brian O’Connell’s story in TheStreet


Retirement Expert Touts Benefits of HECM LOC
Retirement income planning expert Jamie Hopkins, an associate professor at the American College, joined host Consuelo Mack for an episode of Wealth Track, to discuss the importance of developing alternative sources of income after leaving the work force. The advanced planning strategy leading to, what Mack called a “personal retirement paycheck,” must take into consideration the value of housing assets and that setting up a reverse mortgage line of credit early enables retirees to create a cash buffer, if needed, during a bear market.