Is it all right for a HECM counselor to ask a reverse mortgage client if he or she wants a copy of the counseling certificate faxed to a third party?
Date Published: September 2015
Yes. A counselor can inform a client that a copy of their counseling certificate can be faxed to a third party. However, the counselor cannot steer or appear to steer the client toward faxing a copy of the certificate to any particular lender.