San Francisco
415-377-4276

Los Angeles
310-462-1307

Irvine
949-607-6474

Sonoma
707-339-0746

San Diego
858-444-0704

Palo Alto
650-334-5260

Sacramento
916-838-9211

San Jose
408-438-1017

Education

Counseling

  • For your safety and to ensure you understand all aspects of the JUMBO reverse mortgage specific product you are considering.
  • As well as all the other JUMBO reverse mortgage product options.
  • It is a requirement that person must be an independent counselor who is approved by the U.S. Department of Housing and Urban Development (HUD).
  • Counseling usually takes about 60 minutes and it can be done in person or over the phone.
  • JUMBO reverse mortgage specific product counseling must be completed BEFORE you are permitted to complete a reverse mortgage application.

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