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* HECM Counselor Roster Upload Instructions *
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In order to complete processing for your request to remain on the FHA HECM Counselor Roster, you must provide an electronic version of
each training certificate that you are adding or renewing. All scanned training certificate documents must be saved as Portable Document Format (PDF) files.
Other scanned files can be uploaded as a PDF or Microsoft® Word® document (.DOC or .DOCX). |
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- HECM Training Certificate
An electronic copy of each HECM Training Certificate being added or renewed must be provided.
The certificate should include (at a minimum):
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- Course Name
- Training Company Name
- Completion Date
To attach the certificates/documentation to be uploaded, do the following:
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| 1. Scan |
Scan each certificate, saving each as a separate PDF file. |
| 2. Attach Certificate |
On the HECM Counselor Roster Application - Upload Files page, use the
Browse button for the Certificate File to Upload to locate the scanned version of the first certificate and attach it to the page to be uploaded. Repeat this step for each certificate. |
3. Attach Supporting
Documentation
(optional) |
Use the Browse button for the Additional Documentation to Upload to locate the supplemental documentation file for the corresponding certificate and attach it to the page to be uploaded. Repeat this step as needed. |
- Upload the Attached Files
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| 1. Verify |
This is an important step: Verify that all the files to be uploaded are attached to the
HECM Counselor Roster Application - Upload Files page.
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| 2. Upload |
Click Send to upload all attached files. |
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