HECM Counselor Roster Held Page
Field Descriptions

The field descriptions for the HECM Counselor Roster Held page are provided below in the order they appear on the page under their sections: Personal Information, Contact Information, HECM Training Information, Employment Information Entered by Counselor, HECM Counselor Information, Comments, and Held Request Information.

Field Description
Application held for HUD Review on: [date] Date the HUD Certified Housing Counselor Application or HUD Certified Housing Counselor Update/Renewal for HECM counseling was held for review by an authorized HUD Headquarters staff member.
Personal Information
Counselor ID Six-character identifier for the FHA-approved counselor, generated by HUD's Computerized Homes Underwriting Management System (CHUMS). Note: This field is only displayed if the counselor's application was accepted.
Counselor Type Classification of the counselor.
N/A: Counselor is not on the HECM Counselor Roster.
HECM: Counselor was placed on, or is eligible to be placed on, the HECM Counselor Roster for conducting Home Equity Conversion Mortgage (HECM) counseling.
HECM and Certified: Counselor was placed on, or is eligible to be placed on, the HECM Counselor Roster and is also a 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 InitialMiddle initial of the counselor.
Last NameSurname 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 BirthMonth, day, and year of the counselor's birth.
GenderGender of the counselor.
EthnicityIndicator specifying whether the counselor is of Latino or Hispanic descent.
Race(s)Racial background of the counselor.
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Contact Information
Mailing Address
Business NameBusiness name under which the counselor works.
Street AddressStreet address to which the counselor's business mail is sent.
CityCity to which the counselor's business mail is sent.
StateState to which the counselor's business mail is sent.
Zip CodeZip code to which the counselor's business mail is sent.
Phone/E-mail Information
Phone NumberBusiness telephone number of the counselor.
Fax Number Business fax number of the counselor. Not Entered is displayed if the fax number was not provided.
E-mail Address Business e-mail address of the counselor.
Confirm E-mailRepeat of the counselor's electronic mail address for verification.

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HECM Training Information
Training Due Date Date the next HECM training course is required to be completed.
Training #1, #2, #3
Course Name Name of the HECM counselor training course.
Training CompanyName of the training company that administered the course.
Completion DateMonth, day, and year the course was completed.
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Employment Information Entered by Counselor
Agency HCS ID HUD Housing Counseling System (HCS) ID issued to the HUD-approved housing counseling agency specified as the counselor's employer on the Application for Home Equity Conversion Mortgage (HECM) Counselor Roster, form HUD-92904, unless the information in this field was subsequently updated.
Agency Name

Name of the housing counseling agency specified as the counselor's employer on the Application for Home Equity Conversion Mortgage (HECM) Counselor Roster, form HUD-92904, unless the information in this field was subsequently updated.

Hired Date Date specified on the Application for Home Equity Conversion Mortgage (HECM) Counselor Roster, form HUD-92904 as the starting date of the counselor's employment with the housing counseling agency, unless the information in this field was subsequently updated.

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HECM Counselor Information
Exam Pass Date

Date the counselor achieved a qualifying score on HUD's HECM Counselor Exam. If a match needs to be made of the counselor with the exam information, a drop-down list is provided with the name of the company that administered the exam and counselor's name, city, and state at the time the exam was taken.

HECM Exam administered byName of the company that administered the HECM Counselor Exam.
Exam Due Date Date by which counselor must take the next HUD HECM Counselor Exam to remain on the HECM Counselor Roster.
External System Check Information
SystemResults of federal system checks of the counselor.
CAIVRS: HUD's Credit Alert Interactive Voice Response System.
EPLS: General Services Administration's Excluded Parties List System via System for Award Management (SAM).
LDP: HUD's Limited Denial of Participation List.
Last Check Date Date the system was checked for a record of the counselor. Note: Not Available is displayed if a check was unable to be made in CAIVRS.
Found on System Indicator specifying whether a record for the counselor was found in the system. If there was not an exact match in EPLS/SAM or LDP, Possible is displayed. Further research may be required. Note: Not Available is displayed if a check was unable to be made in CAIVRS.

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Comments
CommentsComments by HUD personnel.
Characters RemainingCount of the number of characters left for entering comments.
Held Request Information
Application submitted at [time] on [date] Time and date the counselor submitted the HUD Certified Housing Counselor Application or HUD Certified Housing Counselor Update/Renewal for HECM counseling.
Reason(s) for being on hold Reason the HUD Certified Housing Counselor Application or HUD Certified Housing Counselor Update/Renewal for HECM counseling was held.
Accept Application or Reject Application Indicator specifying HUD's decision as to whether to accept or reject the counselor's HUD Certified Housing Counselor Application for HECM counseling.
Accept update/renewal or Reject update/renewal Indicator specifying HUD's decision to accept or reject the HUD Certified Housing Counselor Update/Renewal for HECM counseling.

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See Also

HECM Counselor Roster Held - Business Background

HECM Counselor Roster Held - Processing

HECM Counselor Roster Held Request Page - Field Descriptions

HECM Counselor Roster Held List Page - Field Descriptions

HECM Counselor Roster Held Results Page - Field Descriptions

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Last revised: January 20, 2017