Help - FHA HECM Counselor Roster

HUD Certified Housing Counselor Application -
Upload Files Page
Field Descriptions

For a HECM counselor, the field descriptions for the HUD Certified Housing Counselor Application - Upload Files page are provided below according to the sections in which they are located: Personal Information, Contact Information, HECM Training Information, and Employment Information.

Field

Description

Message (Warning)

Message indicating the information was entered successfully, but further processing is required.

Personal Information

Counselor Type

Classification of the type of counselor for which the application is being made.

•	HECM: Placement on the HECM Counselor Roster in order to provide Home Equity Conversion Mortgage (HECM) counseling.
•	Certified: HUD-certified counselor who can provide homeownership and other types of counseling (e.g., rental, mobility, and/or homelessness counseling).

First Name

First name of the counselor.

Middle Initial

Middle initial of the counselor.

Last Name

Surname of the counselor.

Suffix

Suffix after the counselor's Last Name (e.g., Jr. or III).

Social Security Number

Social Security Number of the counselor.

Date of Birth

Month, day, and year of the counselor's birth.

Gender

Gender of the counselor.

Ethnicity

Indicator specifying whether the counselor is of Latino or Hispanic descent.

Race(s)

Racial background of the counselor.

Return to top

Contact Information

Mailing Address

Business Name

Business name under which the counselor works.

Street Address

Street address to which the counselor's business mail is sent.

City

City to which the counselor's business mail is sent.

State

State to which the counselor's business mail is sent.

Zip Code

Zip code to which the counselor's business mail is sent.

Phone / E-mail Information

Phone Number

Business telephone number of the counselor.

Fax Number

Business fax number of the counselor.

E-mail Address

Business electronic mail address of the counselor.

Confirm E-mail

Repeat of the counselor's electronic mail address for verification.

Return to top

HECM Training Information

Training Completed - Training #1, #2, #3

Course Name

Name of the HECM training course.

Training Company

Name of the training company that administered the course.

Completion Date

Month, day, and year the course was completed.

Certificate File to Upload

Path (location) and name of the file with the scanned image of the HECM training certificate.

Employment Information

Agency HCS ID

HUD Housing Counseling System (HCS) ID issued to the FHA-approved housing counseling agency that employs the counselor. The first digit is "8" or "9" followed by a unique four-digit number. This is the primary employer if the counselor is also employed by other agencies.

Hired Date

Month, day, and year the counselor was hired by the housing counseling agency to perform HECM counseling services.

Upload Application

Path (location) and name of the file with the scanned image of the signed Application for Home Equity Conversion Mortgage (HECM) Counselor Roster, form HUD-92904.