Min Age

62+

Credit Score

No minimum

Monthly Payments

None required

Repayment

When you move/sell

How It Works

A reverse mortgage, most commonly the Home Equity Conversion Mortgage (HECM) insured by the FHA, allows homeowners aged 62 and older to convert a portion of their home equity into cash without selling the home or making monthly mortgage payments. Instead, the loan balance grows over time and is repaid when the borrower sells the home, moves out permanently, or passes away.

Borrowers can receive funds as a lump sum, monthly payments, a line of credit, or a combination. The amount available depends on the borrower's age, home value, and current interest rates. The older the borrower and the more valuable the home, the more equity can be accessed. All borrowers must complete HUD-approved counseling before obtaining a reverse mortgage.

The loan does not need to be repaid as long as the borrower lives in the home as their primary residence, maintains the property, and stays current on property taxes and homeowners insurance. When the loan comes due, heirs can sell the home to repay the balance, refinance into a traditional mortgage, or walk away. FHA insurance ensures that borrowers or heirs never owe more than the home is worth.

Who Is This For?

  • Homeowners age 62 or older with significant home equity
  • Retirees who need supplemental income
  • Seniors who want to age in place without mortgage payments
  • Those who want to delay Social Security for a higher benefit
  • Homeowners who need funds for healthcare or living expenses

Requirements

Credit Score

No minimum credit score requirement

Down Payment

N/A - must own home outright or have substantial equity

DTI Ratio

No strict DTI requirement (residual income assessed)

Property Types

Primary residence: single-family, FHA-approved condos, 2-4 unit (must occupy one unit)

Loan Limits

HECM limit of $1,149,825 (proprietary products may go higher)

Pros & Cons

Advantages

  • No monthly mortgage payments required
  • Tax-free proceeds (not considered income)
  • FHA insurance protects against owing more than home value
  • Multiple disbursement options (lump sum, line of credit, monthly)
  • Can remain in your home for life
  • Non-recourse loan protects heirs

Considerations

  • Loan balance grows over time (reduces equity for heirs)
  • Upfront costs and fees can be significant
  • Must maintain property, pay taxes, and insurance
  • Reduces inheritance for heirs
  • Complex product requiring HUD counseling
  • Moving out of the home triggers repayment

Ready to Apply for a Reverse Mortgage?

Get started today with a free pre-approval. Our mortgage experts will guide you through every step of the process.

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