Downloads
Click on the links below to download our free retirement mortgage booklets and resources.
Your Guide to Retirement Mortgage Loans
Retirement Mortgage Booklet
Spanish Retirement Mortgage Booklet
How to Read Your Retirement Mortgage Statement
Home Equity and Retirement Mortgages – The Cinderella of Baby Boomer Retirement Booklet
3 Buckets Case Study – Scenario Information
The New Retirement Mortgage Loan
This material is not provided by, nor was it approved by the Department of Housing & Urban Development (HUD) or by the Federal Housing Administration (FHA). It is not intended to be a substitute for legal, tax or financial advice. Consult with a qualified attorney, accountant or financial advisor for additional legal or tax advice.
*There are some circumstances that will cause the loan to mature and the balance to become due and payable. The borrower(s) must continue to pay for property taxes and insurance and maintain the property to meet HUD standards or risk default. Credit is subject to age, minimum income guidelines, credit history, and property qualifications. Program rates, fees, terms and conditions are not available in all states and subject to change.