Jumbo & Proprietary Programs
Proprietary Reverse Mortgage Counseling Options
Counseling for qualifying borrowers considering a proprietary, or “jumbo,” reverse mortgage product. Choose the program that matches the loan you are considering below.
New
Mutual of Omaha Mortgage
Secure Equity
A proprietary reverse mortgage designed for higher-value homes, with loan amounts up to $4 million and eligibility from age 55.
New
Smartfi Home Loans
Smartfi Choice
A proprietary reverse mortgage program for homeowners 55 and older, with no mortgage insurance premium.
Home Safe (Advantage)
Counseling for borrowers considering the Home Safe Advantage proprietary reverse mortgage program.
Equity Elite
Counseling for borrowers considering the Equity Elite proprietary reverse mortgage program.
Platinum 2.0
Counseling for borrowers considering the Platinum 2.0 proprietary reverse mortgage program.
Platinum HELO
Counseling for borrowers considering the Platinum HELO proprietary reverse mortgage program.
Platinum LOC
Counseling for borrowers considering the Platinum LOC proprietary reverse mortgage program.
Equity Power
Counseling for borrowers considering the Equity Power proprietary reverse mortgage program.
Liberty Reverse Mortgage
Liberty EquityIQ
Counseling for borrowers considering the Liberty EquityIQ proprietary reverse mortgage program.
Sun West Mortgage Company, Inc.
CashKeeper
Counseling for borrowers considering the CashKeeper proprietary reverse mortgage program.
Sun West Mortgage Company, Inc. NMLS ID 3277.
The FREE Very Low Income counseling option is for HECM borrowers only and is NOT available for proprietary reverse mortgage counseling. Not sure which program fits? Call (866) 395-5769 and a counselor can help you confirm the right option before you book.