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Counseling & FA 10 min read · Updated June 5, 2026 · Article ID KB-1042

Configuring Financial Assessment automation for HECM borrowers

Enable and tune the FA rules engine, residual income overlays, LESA assumptions, and manual-review triggers.

RM
Renée Marshall Senior Solutions Engineer · ReversePilot

Overview

ReversePilot's support center combines operational guidance, implementation notes, and issue resolution steps in one place. Articles are written for real lender workflows rather than generic software help content.

Recommended workflow

  • Confirm the exact tenant, environment, and loan IDs affected.
  • Check the latest system status before opening a production incident.
  • Use ticket replies to keep all screenshots, reproduction steps, and decisions attached to the same case.

Resolution notes

When a topic is operationally sensitive, the article should point the team to the right controls, audit records, and escalation path. Tickets opened from this support portal are persisted and can be updated from the ticket detail page.

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