9/11 brings New HUD counseling tool: Why it’s a “game-changer”

Shannon Hicks August 23, 2010 3

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 free online training session. Register today here.

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About the author: Shannon Hicks View all posts by Shannon Hicks
Shannon Hicks - Shannon Hicks is VP of Product Development at Reverse Fortunes, Inc. He draws from his experience as a reverse mortgage originator and prior work in the financial services industry. He has spoke nationally at NRMLA events and is host of Reverse Fortunes Weekly, the nation’s only weekly podcast for reverse mortgage professionals. For more information, call 1.800-805-9328 x 4.

3 Comments »

  1. The_Critic August 28, 2010 at 3:23 pm - Reply

    Is that a flak jacket the pictured senior is wearing? If the picture is intended to be a senior taking counseling after 9/10/2010, — it should be!

  2. Terry McCarthy September 3, 2010 at 1:07 pm - Reply

    On the call you mentioned the HUD booklet “Preparing for you counseling session”. Can you tell us where to get this booklet? I serched the HUD website and could not come up with it. I requested a copy from one of the local counselors and they do not have it either. Thansk for the call…….It was very good!!!

    • admin September 3, 2010 at 2:12 pm - Reply

      Terry,

      You are most welcome. You can find what you’re looking for here.

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