HUD Certified Housing Counselor Database
Renewal - Upload Files Page
Field Descriptions

The field descriptions for the HUD Certified Housing Counselor Database Renewal - Upload Files 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, and Certified Counselor Information.

Field Description
Message (Warning)Message indicating the information was entered successfully, but further processing is required.
Personal Information
Counselor ID Six-character identifier for the HUD-approved counselor generated by HUD's Computerized Homes Underwriting Management System (CHUMS).
Counselor Type
HECM: Counselor on the HECM Counselor Roster who can 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).
HECM and Certified: Counselor is both a HECM and certified counselor.
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 NumberSocial Security Number of the counselor.
Date of Birth Month, day, and year of the HECM counselor's birth. Note: This field is not displayed for a Certified Counselor Type.
Gender Gender of the HECM counselor. Note: This field is not displayed for a Certified Counselor Type.
Ethnicity Indicator specifying whether the HECM counselor is of Latino or Hispanic descent. Note: This field is not displayed for a Certified Counselor Type.
Race(s) Racial background of the HECM counselor. Note: This field is not displayed for a Certified Counselor Type.

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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 NumberBusiness fax number of the counselor.
E-mail AddressBusiness electronic 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.
HECM Education - Training #1, #2, #3
Course Name Name of the HECM training course.
Training CompanyName of the training company that administered the course.
Completion DateMonth, day, and year the course was completed.
Certificate File to UploadPath (location) and name of the file with the scanned image of the HECM training certificate.
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 HUD Certified Housing Counselor Application (and Application for Home Equity Conversion Mortgage (HECM) Counselor Roster, form HUD-92904 for a HECM counselor), 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 HUD Certified Housing Counselor Application (and Application for Home Equity Conversion Mortgage (HECM) Counselor Roster, form HUD-92904 for a HECM counselor), unless the information in the Agency HCS ID field was subsequently updated.

Hired Date Date specified on the HUD Certified Housing Counselor Application (and Application for Home Equity Conversion Mortgage (HECM) Counselor Roster, form HUD-92904 for a HECM counselor), 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
Agency ID HUD Housing Counseling System (HCS) ID issued to the HUD-approved housing counseling agency that employs the HECM counselor. The first digit is "8" or "9" followed by a unique four-digit number.
Agency Name Name of the HUD-approved housing counseling agency that employs the HECM counselor.
Agency Status Approval status in HUD's Housing Counseling System (HCS) for the housing counseling agency.
Active: HUD approval is in effect.
Inactive: HUD approval is not in effect.
Exam Pass Date Month, day, and year the counselor achieved a qualifying score on the HUD HECM Counselor Exam.
HECM exam administered by Name of the organization that administered the HUD 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.

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Certified Counselor Information
Agency ID / View Cert HUD Housing Counseling System (HCS) ID issued to the HUD-approved housing counseling agency that employs the certified counselor (and link to the HUD Certified Housing Counselor Certificate). The first digit is "8" or "9" followed by a unique four-digit number.
Agency Name Name of the HUD-approved housing counseling agency that employs the certified counselor.
Agency Status Approval status in HUD's Housing Counseling System (HCS) for the housing counseling agency.
Active: HUD approval is in effect.
Inactive: HUD approval is not in effect.
Counselor Validation Start Date Date the housing counseling agency validated the certified counselor's employment with the agency for conducting homeownership and other counseling.
Exam Pass Date Date the counselor passed the HUD Housing Counseling Certification Examination.
Certified exam administered by Name of the organization that administered the HUD Housing Counseling Certification Examination.
Counselor's Exam ID ID issued to the counselor for the HUD Housing Counseling Certification Examination.

See Also

HUD Certified Housing Counselor Database Update/Renewal - Business Background

HUD Certified Housing Counselor Database Update/Renewal - Processing

HUD Certified Housing Counselor Database Update/Renewal Page - Field Descriptions

HUD Certified Housing Counselor Database Update/Renewal [Results] Page - Field Descriptions

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Last revised: May 3, 2018