Quick Start: Single Family Origination Counseling Functions

The Counseling Functions menu enables HUD and its housing counseling business partners to perform the necessary business tasks related to generating counseling certificates and maintaining counselor records. HUD's business partners include HUD-approved housing counseling agencies and the counselors employed by them who are HUD-certified or on the HECM Counselor Roster. Listed below are descriptions of the options available on the Counseling Functions menu. Counseling Functions Menu Menu Option Description HUD Certified Housing Counselor Database Allows authorized users to retrieve information about HUD-certified counselors and counselors on the HECM Counselor Roster. • A housing counseling agency's FHA Connection Application Coordinator uses this function to maintain the employment information for counselors employed by the agency. • Counselors use this function to update personal and contact information, print the HUD Certified Housing Counselor Certificate, and add/update Home Equity Conversion Mortgage (HECM) training information. • Authorized HUD Headquarters personnel can update counselor information, if necessary, and terminate/reinstate a counselor. Counseling Certificate Allows counselors to enter and update information for a completed counseling session and generate a counseling certificate. Also allows FHA Connection Application Coordinators to view and update counseling certificates issued for their housing counseling agency. HECM Counseling Reports Allows the housing counseling agency's FHA Connection Application Coordinator to get monthly summary reports on HECM counseling conducted by their agency. Certified Counselor Employment Request Allows HUD-certified counselors to request validation of employment from a HUD-approved housing counseling agency and view their employment validation records. See also FHA Approval Lists in the Quick Start Guide for information on housing counseling agencies and HECM counselors available from the FHA Approval Lists menu.