Category Archives: Top Stories

Part 1 (Your thoughts before…) This week (September 11th) begins the implementation of the Financial Interview Tool & Benefits Check Up (BCU) as part of HUD counseling for all reverse mortgage applicants. Please give us your thoughts (positive or negative) … Continue reading →

The following commentary is by James E. Veale | CPA, MBT The more I read and hear so called financial advisors presenting the use of reverse mortgages, the more troubling it becomes.  For example, one California reverse mortgage broker who … Continue reading →

Effective 9/11/2010, HUD will begin implementing the use of the Financial Interview Tool (FIT) and Benefits Check Up (BCU) as part of the new counseling protocol for reverse mortgages. Learn why you must prepare yourself and your clients with the … Continue reading →