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Reverse Mortgages

Convert your home equity into tax-free cash while staying in your home

Understanding Reverse Mortgages

A reverse mortgage is a unique loan that allows homeowners aged 62 and older to borrow against their home's equity without making monthly mortgage payments. The loan is repaid when the borrower moves, sells the home, or passes away.

Key Features:

  • No monthly mortgage payments required
  • Maintain ownership of your home
  • Tax-free cash access
  • FHA insurance protection
  • Multiple disbursement options

Requirements:

  • Age 62 or older
  • Primary residence
  • Sufficient home equity
  • Property maintenance ability
  • HUD counseling completion

Did You Know?

Reverse mortgages are insured by the Federal Housing Administration (FHA) through the Home Equity Conversion Mortgage (HECM) program.

62+
Age Requirement
Minimum age to qualify
50%+
Equity Needed
Typical requirement
No
Monthly Payments
Required while living in home
FHA
Insurance
Government protection

Reverse Mortgage Requirements & Options

Everything you need to know about qualifying for and using a reverse mortgage

Eligibility Requirements

Who can qualify for a reverse mortgage

Age & Ownership

  • Must be 62 years or older
  • Own home outright or have low mortgage balance
  • Primary residence requirement
  • All borrowers must be listed on title

Property Requirements

  • Single-family home or 2-4 unit property
  • HUD-approved condominiums
  • Manufactured homes meeting FHA requirements
  • Must maintain property condition

Financial Requirements

  • Sufficient home equity
  • Ability to maintain property
  • Current on federal debts
  • No credit score minimum

Payment Options

Flexible ways to receive your funds

Lump Sum

Single disbursement at closing

  • • Fixed interest rate
  • • Maximum amount upfront

Monthly Payments

Regular monthly disbursements

  • • Term or tenure options
  • • Guaranteed income stream

Line of Credit

Draw funds as needed

  • • Unused portion grows over time
  • • Maximum flexibility

Combination

Mix of disbursement options

  • • Customizable to your needs
  • • Partial lump sum available

Key Benefits

Why choose a reverse mortgage

Stay in Your Home

No monthly mortgage payments required while living in your home

FHA Protection

Government-backed insurance protects against loan exceeding home value

Tax-Free Proceeds

Access equity without tax consequences on loan proceeds

Flexible Use

Use funds for any purpose - healthcare, debt payoff, or lifestyle

Ready to Learn More?

Speak with our reverse mortgage specialists to understand your options

Senior Homeowners in America: By the Numbers

Understanding the landscape of senior homeownership and the growing need for retirement financing solutions

74.9M
Seniors 62+ in America
Growing at 10,000 per day
28.2M
Senior Homeowners
79% of seniors own their homes
$8.2T
Total Home Equity
Held by seniors 62 and older
$291K
Average Equity
Per senior homeowner

Senior Demographics

Seniors 65-74 years31.2M
Seniors 75-84 years21.1M
Seniors 85+ years6.9M
Single senior households12.8M
Senior couples15.4M

Homeownership & Financial Health

Homeownership rate (65+)79.2%
Seniors with mortgage debt7.8M
Average mortgage balance$89K
Seniors house-rich, cash-poor8.3M
Median household income$47K

Key Insights for Senior Homeowners

Growing Population

The senior population is growing by 10,000 people per day, creating increased demand for retirement financing solutions.

High Homeownership

Nearly 8 in 10 seniors own their homes, representing the largest wealth accumulation in American history.

Significant Equity

Senior homeowners hold over $8 trillion in home equity, with an average of $291,000 per household.

The Reverse Mortgage Market Opportunity

8.3M
House-Rich, Cash-Poor Seniors
Seniors who could benefit from accessing home equity while maintaining their lifestyle
$2.4T
Untapped Equity Potential
Estimated accessible home equity that could improve seniors' financial security

Why Reverse Mortgages Matter

  • Retirement Security: Convert home equity into retirement income
  • Aging in Place: Stay in your home while accessing cash
  • Financial Flexibility: Supplement Social Security and savings
  • Healthcare Costs: Pay for medical expenses and long-term care
  • Debt Relief: Pay off existing mortgages or credit cards
  • Legacy Planning: Preserve other assets for heirs

Reverse Mortgage Calculator

Calculate your available equity and potential loan amount with our advanced reverse mortgage calculator

Loan Information

Loan Summary

Available Equity
$0.00
Maximum Loan Amount
$0.00
Principal Limit Factor
$0.00
Upfront MIP
$0.00
Monthly MIP
$0.00
Net Proceeds
$0.00
Results are estimates only. Consult a reverse mortgage specialist for details.

Disbursement Options

Lump Sum
$0
All at closing
Monthly
$0/mo
For 10 years
Line of Credit
$0
Draw as needed
Combination
$0
Flexible mix

Loan Growth

0Y
2Y
5Y
7Y
10Y
12Y
15Y

Disbursement Breakdown

$0K
Available

Home Value vs Loan Balance Projection

0Y2Y5Y7Y10Y12Y15Y
$600K$500K$400K$300K$200K
Home Value
Loan Balance

5-Year Projections

Home Appreciation
$60,000
5-year appreciation
Loan Growth
$0
Interest accumulation
Net Equity
$460,000
Projected equity

Calculator Disclaimer

This calculator provides estimates based on the information you enter and current market conditions. Actual loan amounts, proceeds, and terms may vary based on:

  • Property type and location
  • Current interest rates
  • FHA lending limits
  • Property appraisal value
  • Age and number of borrowers
  • Financial assessment results

Please consult with one of our reverse mortgage specialists for personalized loan options and accurate terms based on your specific situation. The results shown are for informational purposes only and do not constitute a commitment to lend.

Reverse Mortgage FAQ - Everything You Need to Know

Get answers to the most common questions about reverse mortgages and HECM loans

How much can I borrow with a reverse mortgage?

The amount you can borrow depends on your age, home value, current interest rates, and FHA lending limits. For 2024, the maximum claim amount is $1,149,825. Generally, older borrowers with more valuable homes can access more equity. Use our calculator above for a personalized estimate.

What happens to my home after I get a reverse mortgage?

You retain ownership of your home and can live in it for as long as you want. You're responsible for maintaining the property, paying property taxes, and homeowners insurance. The loan becomes due when you move, sell the home, or pass away.

Can I outlive my reverse mortgage?

No, you cannot outlive a reverse mortgage. As long as you live in the home and meet your obligations (maintaining the property, paying taxes and insurance), you can never be forced to move due to the loan. This is guaranteed by FHA insurance.

What are the costs of a reverse mortgage?

Reverse mortgages have upfront costs including origination fees, FHA mortgage insurance, appraisal fees, and closing costs. These can typically be financed into the loan. Ongoing costs include FHA mortgage insurance premiums and servicing fees.

Can I leave my home to my heirs?

Yes, you can leave your home to your heirs. They will have the option to repay the loan balance and keep the home, or sell the home and keep any remaining equity. If the loan balance exceeds the home's value, FHA insurance covers the difference.

Do I need good credit for a reverse mortgage?

No, there's no minimum credit score requirement for reverse mortgages. However, lenders will assess your ability to maintain the property and pay property taxes and insurance through a financial assessment. This ensures you can meet your ongoing obligations.

Schedule a FREE Reverse Mortgage Consultation

Get personalized guidance from our reverse mortgage experts. Book a free consultation to discuss your options and see if a reverse mortgage is right for you.

Book Your Free Consultation

Choose a time that works for you

Flexible Scheduling

Choose from available times that fit your schedule

Expert Guidance

Speak with certified reverse mortgage specialists

No Obligation

Completely free consultation with no pressure

Why Choose a Reverse Mortgage?

Compare reverse mortgages with other retirement financing options

FHA Insurance Protection

  • • Government-backed security
  • • Protection against loan balance exceeding home value
  • • Guaranteed access to loan proceeds
  • • Non-recourse loan protection

Stay in Your Home

  • • No monthly mortgage payments
  • • Retain ownership and control
  • • Age in place comfortably
  • • Flexible disbursement options

Tax-Free Cash Access

  • • Access equity without selling
  • • Tax-free loan proceeds
  • • Supplement retirement income
  • • Pay for unexpected expenses

Have a Question?

Our reverse mortgage specialists are here to help you understand your options and answer any questions you may have about accessing your home equity.

Call Us Now at (855) 699-1424
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