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 Quick Start: Single Family Origination HECM Counseling Functions

The HECM Counseling Functions menu enables HUD and its Home Equity Conversion Mortgage (HECM) counseling business partners to perform the necessary business tasks related to maintaining the FHA HECM Counselor Roster and generating HECM Counseling Certificates required for FHA endorsement of HECM loans. HUD's business partners include FHA-approved housing counseling agencies and counselors on the HECM Counselor Roster who are employed by FHA-approved housing counseling agencies. Listed below are descriptions of the options available on the HECM Counseling Functions menu.

HECM Counseling Functions Menu
Menu Option Description
HECM Counselor Roster Allows authorized users to retrieve information about counselors on the FHA HECM Counselor Roster. In addition:
A housing counseling agency's FHA Connection Application Coordinator uses this function to add or update a counselor's employment information,
a HECM counselor uses this function to view their information, update personal and contact information, and add/update training information,
Authorized HUD Headquarters personnel can update counselor information and terminate/reinstate a counselor's enrollment in the Roster.
HECM Counseling Certificate Allows authorized HECM counselors to enter and update information for a completed HECM counseling session and generate a HECM counseling certificate. A signed certificate is required by FHA before the lender can obtain FHA insurance for a HECM loan.

In addition, authorized users may use this function to search for and view HECM counseling certificates generated via the FHA Connection. Users include authorized HUD personnel, HECM counselors, and housing counseling agencies' FHA Connection Application Coordinators.
HECM Counseling Reports Allows the housing counseling agency's FHA Connection Application Coordinator to get the monthly Housing Counseling Endorsed Cases (by Agency) - F17OBIAA Report with a list of cases endorsed for FHA insurance within the reporting period for which the agency provided HECM counseling.

See also FHA Approval Lists in the Quick Start Guide for HECM counseling information available from the FHA Approval Lists menu.