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Reverse Mortgages...An Under-Utilized Lifeline

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Mortgage and Lending with PS Mortgage Lending 305-791-4874 or 888-845-6630 365768

Reverse Mortgages...An Under-Utilized Lifeline

Reverse Mortgages are, and continue to be, an important source of cash flow for older Americans looking to retire comfortably. In addition, reverse mortgages are also available as a retirement planning tool for retirees who are financially stable but want a safety net at their disposal when, and if, they're not.

It begs the question then, why do reverse mortgages continue to be underused despite their benefits?

Part of the problem stems from consumers being unaware that the problem even exists. The Home Equity Line of Credit continues to be a source of income for homeowners hoping to get rid of their debts before retirement. However, they dig themselves into a bigger hole in the process because a Home Equity loan has to be paid back, via monthly payments, in a set period of time.

Homeowners do not have to make monthly payments on a reverse mortgage until the loan becomes due.

The Mortgage Professor breaks down a list of why reverse mortgage continue to be under-utilized and the biggest hurdle continues to be consumer impressions.

For example, an article in the Los Angeles Times, dealing with a private reverse mortgage, is billed as newsworthy because, as the Mortgage Professor states:

"A senior being evicted is newsworthy, even though the senior was a boarder in the house and not covered by the HECM contract, while the favorable experience of almost all HECM borrowers is not news."

What this article, and many others, fail to point out is that private HECM loans no longer exist. Every HECM loan is FHA-insured, which mean that "newsworthy" stories fail to report both sides of the coin.

In addition, consumer organizations have not supported reverse mortgages and have openly been ambivalent or hostile in regards to the program. The fact of the matter is, reverse mortgage success stories do exist but news sources fail to report the good they have done. Not all publicity is good publicity, so it's important to consider we you do your research beforehand.

Celebrity endorsements, used by major lenders, have caused a negative image that has been hard to rub off. At PS Financial Services, a reverse mortgage company in Florida, we don't use celebrity endorsements, because we have no need for it. Our actions, and clients, speak for themselves. They are real people who have done a reverse mortgage and are happy with the results.

The last point the Mortgage Professor makes is "HUD/FHA have been unable or unwilling to do anything of an educational nature that would counter these negative influences." The National Reverse Mortgage Lenders Association, however, who responds to every "negative or inaccurate article, broadcast, report." They're not hiding, the spotlight just isn't on them.

If you think a reverse mortgage is right for you or simply have questions, PS Financial Services know by calling (888) 845-6630 or emailing us at info@PSReverseMortgage.com. Let our actions speak for themselves. 

Click here for more information about the elimination of the reverse mortgage program as we know it:

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Information and content in this blog is original to Phil Stevenson

Please click the "SUBSCRIBE TO MY BLOG" button on the right, and receive more Traditional and Reverse Mortgage information in Florida and other parts of the US & Puerto Rico.

 

Phil Stevenson

PS Financial Services

Owner and Principal Mortgage Originator

Certified Reverse Mortgage Professional (CRMP)

LO #365768

NMLS #968090

Cell: 888.845.6630

Miami Mortgages & Florida Mortgages

Copyright © 2013 by Phil Stevenson & PS Financial Services, LLC

Show All Comments Sort:
Linda Balades
Comfort Real Estate Services - Ventura, CA
Broker Associate

Most people are not aware of the benefits of reverse mortgages...they are not for everyone and yet for some people they are the perfect solution to financial situations...I use them where I can, Thank you for the post...

Aug 23, 2013 02:34 AM
Bob Miller
Keller Williams Cornerstone Realty - Ocala, FL
The Ocala Dream Team

Hi Phil we have seen more people get in trouble with reverse mortgages than helped after the bubble burst.

Aug 23, 2013 02:57 AM
Phil Stevenson, CRMP
PS Mortgage Lending 305-791-4874 or 888-845-6630 - Miami, FL
"Mortgage Nerd" in Miami, Florida and Texas

Bob Miller, it is impossible for anyone to "get into trouble" with a reverse mortgage, or at least no more trouble than if your home is free and clear.  The only way to go into foreclosure with a reverse mortgage is if you dont pay taxes and insurance.  So I'm sorry to say, there is no basis for your comments.  I have closed over 200 reverse mortgages and not one has had their homes taken from them. 

I would be happy to properly educate you on the reverse mortgage.  I put my grandparents in one over 5 years ago, and they have been much better off.  The media only picks up on the negatives, like those who do not pay their taxes and then are shocked when foreclosed on.

Thanks for your comment.

Aug 23, 2013 03:07 AM
Jan Green - Scottsdale, AZ
Value Added Service, 602-620-2699 - Scottsdale, AZ
HomeSmart Elite Group, REALTOR®, EcoBroker, GREEN

Amen!  I represented a buyer with a Reverse Mortgage Purchase and it is pretty nifty for a buyer as well.  Great blog!

Aug 23, 2013 04:13 AM
Phil Stevenson, CRMP
PS Mortgage Lending 305-791-4874 or 888-845-6630 - Miami, FL
"Mortgage Nerd" in Miami, Florida and Texas

Myrl, glad to know. Once you experience firsthand you can see the benefits of the reverse mortgage program. It also makes it easier to decipher between the truth and the media spin.

Michelle, my clients as well. A lot of them want to age in place, which is becoming an increasingly popular retirement decision. Getting rid of mortgage payments can be the first step in doing so comfortably.

Nina, I agree. Either they receive wrong information from media outlets or they ignore the program all together. It's up to those of us who deal in reverse mortgages to clear up the air.

Michael, very true. They are extremely flexible.

Jack, best of luck in your business!

Roberta, very well said. Personally, I always educate my clients twice. They go to the mandatory counseling and I go over everything as well to make sure they understand. It's an important factor in any reverse mortgage transaction.

Marte, exactly. If more people took the time to educate themselves on the in's and out's of the business they would be aware of the potential benefits of a reverse mortgage. Sitting back and losing your home to foreclosure should not be an option if you are able to obtain a reverse mortgage.

John, at the bottom of this post there's a link to an article about the upcoming changes coming to the program. They are not eliminating the program, just consolidating the two current products to create a new one that will better safeguard future retirees who obtain a reverse mortgage.

Travis, a lot of the "horror" stories I have read recently about reverse mortgages have been for loans done by private lenders, which only account for 1% of all outstanding loans, and are no longer done at all with new loans. The current safeguards exist to protect consumer based on past experiences.

Linda, you're welcome. It's true that they are not the solution for everything, but a large portion of consumer can benefit greatly from taking out a reverse mortgage. It can improve their quality of life tremendously during retirement.

Aug 23, 2013 04:13 AM
Phil Stevenson, CRMP
PS Mortgage Lending 305-791-4874 or 888-845-6630 - Miami, FL
"Mortgage Nerd" in Miami, Florida and Texas

Jan, that's great to hear and thank you!

Aug 23, 2013 04:15 AM
Phil Stevenson, CRMP
PS Mortgage Lending 305-791-4874 or 888-845-6630 - Miami, FL
"Mortgage Nerd" in Miami, Florida and Texas

Joan, They are more costly than other programs but the costs also depend on the type of program you chose, whether it be the HECM Standard or HECM Saver.

Inna, any remaining equity in the home still belongs to the homeowner. If the home is upside down in 10 to 20 years, however, the homeowner is not responsible for the difference and neither are the heirs. FHA covers any losses so the homeowner never owes more than the current value of their home.

Aug 23, 2013 04:21 AM
Ralph Gorgoglione
Metro Life Homes - Palm Springs, CA
California and Hawaii Real Estate (310) 497-9407
Harry, thanks for the information. Those who are retiring should, as you suggested, do their homework before making a decision about a reverse mortgage.
Aug 23, 2013 04:42 AM
Phil Stevenson, CRMP
PS Mortgage Lending 305-791-4874 or 888-845-6630 - Miami, FL
"Mortgage Nerd" in Miami, Florida and Texas

Ralph, you're welcome. It's definitely about educating consumers before making the decision. A practice I utilize in every transaction. My name is PHIL though, LOL.

Aug 23, 2013 04:46 AM
Bahman Davani, CM at Texas Five Star Realty, Plano, TX (214) 457-7055
Texas Five Star Realty, Plano Texas - Frisco, TX
Homes for Sale in Plano, Frisco, Prosper, Allen TX

Phil, I see more and more, those who are retiring, are familiar with the program and thinking about this reverse mortgage.  

Aug 23, 2013 04:55 AM
Phil Stevenson, CRMP
PS Mortgage Lending 305-791-4874 or 888-845-6630 - Miami, FL
"Mortgage Nerd" in Miami, Florida and Texas

Bahman, that's great news. For future retirees, obtaining a reverse mortgage can make all in difference in their retirement, regardless of their future plans.

Aug 23, 2013 04:58 AM
Gene Riemenschneider
Home Point Real Estate - Brentwood, CA
Turning Houses into Homes

There is some risk with these loans, primarily the heavy start up cost of the loan.  But they are good tools for seniors on fixed incomes that want to stay in the home for a while.  Like any loan they should get in it with some thought and planning and not just be looking for a payday. 

Aug 23, 2013 05:28 AM
Phil Stevenson, CRMP
PS Mortgage Lending 305-791-4874 or 888-845-6630 - Miami, FL
"Mortgage Nerd" in Miami, Florida and Texas

Gene, I agree. I am a firm believer in educating my clients first before they make a decision. Is it more costly than other programs? Yes, but it also depends on the program you chose. The HECM Saver, for example, carries lower upfront fees but the amount a homeowner can borrow is also less. It's about evaluating and deciding what is the best option for your situation. 

Aug 23, 2013 05:38 AM
Laura Cerrano
Feng Shui Manhattan Long Island - Locust Valley, NY
Certified Feng Shui Expert, Speaker & Researcher

I still havr to read up on this later.. very thorough report overall :)

Aug 23, 2013 06:25 AM
Phil Stevenson, CRMP
PS Mortgage Lending 305-791-4874 or 888-845-6630 - Miami, FL
"Mortgage Nerd" in Miami, Florida and Texas

Laura, thank you so much!

Aug 23, 2013 07:03 AM
Kimo Jarrett
Cyber Properties - Huntington Beach, CA
Pro Lifestyle Solutions

RM's are a great tool when applied correctly to seniors that qualify for these type of loans. I'd get one myself but the maximum limit, I'm told is $629,500.00. Now, if your home appraises higher but your mortgage sum isn't 60/40 LTV of the current maximum limit, a senior would need some cash to close, wouldn't he?

Aug 23, 2013 07:55 AM
Emmary Simpson
Las Cruces Homes and Land - Las Cruces, NM
Serving Las Cruces, NM

I have a client that is doing a FHA Reverse Purchase - I'd never heard of it! Thankfully, the mortgage broker in town who handles them has been amazing at teaching me all about them. With a large 'snowbird' population in Tucson, this knowledge is going to come in very handy down the road!

Aug 24, 2013 03:15 AM
Phil Stevenson, CRMP
PS Mortgage Lending 305-791-4874 or 888-845-6630 - Miami, FL
"Mortgage Nerd" in Miami, Florida and Texas

Emmary, that's great news. For some, it is the best way to go and the benefits would be more than worth it. It's about analyzing each case and if the reverse mortgage is the best fit, I say go right ahead, it can make all the difference.

Aug 26, 2013 12:09 AM
Wayne B. Pruner
Oregon First - Tigard, OR
Tigard Oregon Homes for Sale, Realtor, GRI

Reverse mortgages are much better/safer than they used to be. I have 2 clients with them that are quite happy.

Nov 12, 2013 08:32 AM
John DL Arendsen
CREST "BACKYARD' HOMES, ON THE LEVEL General & Manufactured Home Contractor, TAG Real Estate Sales & Investments - Leucadia, CA
Crest Backyard Homes "ADU" dealer & RE Developer

Phil, Can you share any insight about RM's and the Manufactured Housing Industry?

Nov 13, 2013 12:33 AM