Case Study: Reverse Mortgage Loan

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"Prior to making a reverse mortgage loan, a lender must provide a prospective borrower with written materials explaining in plain language, the type of mortgage being offered and its specific terms.

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"The mortgagee must provide the Opt in Form to the mortgagor after the mortgagor has completed the required reverse mortgage counseling through a Counselor and a written certification of completion has been provided to the mortgagee. Executed copy must be received by borrower prior issuance of a written loan commitment.

Mortgagor has a gross income of less than 50 percent of the area median income and possesses assets, excluding a primary residence, valued at less than $120,000"
"Informs the borrower(s) that the responsibility of the attorney

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