Reverse Mortgage Intelligence Center.
Guides, market intelligence, compliance references, and operating playbooks for teams building or scaling a reverse mortgage program.
Where to start.
State-by-state reverse mortgage compliance: a framework
A structured way to organize the categories of state-level requirements that affect reverse mortgage lending, and how to build an internal process for tracking them.
The HECM origination workflow, step by step
A stage-by-stage reference for how a HECM moves from counseling through funding, and the conditions that most often stall a file at each stage.
Reverse mortgage compliance readiness: a working checklist
A structured way to organize federal and state compliance requirements, evidence, and review cadence for a reverse mortgage operation.
Recently published.
The HECM origination workflow, step by step
A stage-by-stage reference for how a HECM moves from counseling through funding, and the conditions that most often stall a file at each stage.
Modernizing a reverse mortgage operation: cutover and adoption
Pilot an operating change with explicit rules for unfinished files, rehearsal and rollback checks, then measure eligible work and handoff quality.
Market Intelligence, Operations, Compliance, Technology, Guides, Reports, Playbooks, and Glossary.
Guides
Buyer evaluation scorecards and playbooks for planning a reverse mortgage operating change.
25 articlesOperations
Creating, submitting, and processing HECM loan applications through the pipeline.
1 articleCompliance
References for organizing compliance requirements, review ownership and supporting evidence.
9 articlesTechnology
Software evaluation, testing and workflow guidance for reverse mortgage technology teams.
1 articleMarket Intelligence
Reverse mortgage market trends, rates, and industry analysis.
1 articleReports
Proposed research methods and measurement frameworks for reverse mortgage operations.
1 articlePlaybooks
Structured playbooks for common reverse lending scenarios.
3 articlesGlossary
Reverse mortgage terms, acronyms, and definitions.
Want a working session with our solutions team on a specific topic?
From migration planning to compliance program design, we run no-pitch working sessions with prospective operations leaders. We'll bring relevant materials to your specific question.
- 90 minutes, your topic, your team
- No sales pitch - working session format
- Solutions engineer plus subject-matter lead
- Output: written brief on your question