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Materials Posted: Housing Counseling: Increasing Access to Pre-Purchase Counseling Symposium

July 29, 2022 Print ShareThis

2022 CARES Act Conference Image

HUD's Office of Housing Counseling (OHC) sponsored three symposiums to highlight the findings from recent OHC survey work and a study conducted by the Office of Policy Development & Research (PD&R).

Objectives

Participants learned about:

  • The importance and impact of prepurchase housing counseling and homebuyer education from lenders, HCAs, and intermediaries
  • Findings from a HUD Management Development Program survey on equity in housing counseling
  • Findings from PD&R's First-Time Homebuyer Education and Counseling Demonstration
  • New HUD and GSE initiatives related to racial equity and homebuying

Who Should Attend?

The symposiums were intended for housing counseling agencies (HCAs) and Federal Housing Administration (FHA) Single Family Housing stakeholders.

Schedule and Registration

Webinar Dates and Times Registration
Scaling Pre-Purchase Housing Counseling
In this session, representatives from the California Housing Finance Agency (CalHFA), Fannie Mae, and UnidosUS discussed the critical elements of increasing access to pre-purchase housing counseling. CalHFA covered down payment assistance, UnidosUS discussed their fee-for-service pilot projects, and Fannie Mae talked about its commitment to pre-purchase counseling and education. Also, the Federal Housing Finance Agency (FHFA) provided an update on the Government Sponsored Enterprise (GSE) equitable housing plans. Agencies learned how to develop strategies to scale pre-purchase counseling programs and build fee for service business models that better support making pre-purchase housing counseling more widely available. 
Speakers:
  • David Berenbaum, Deputy Assistant Secretary, OHC
  • Julia Gordon, Commissioner, FHA
  • Todd Richardson, General Deputy Assistant Secretary, PD&R
  • Sid Alvarado, Lead Housing Counseling Specialist, ICF
  • Leda Bloomfield, Branch Chief, Coordination and Compliance, Office of Fair Lending Oversight, FHFA
  • Gregory McDonald, Advisor, Affordable Lending, Fannie Mae
  • Lautaro “Lot” Diaz, Vice President, Housing & Financial Empowerment, UnidosUS
  • Hermond Palmer, Vice President of Outreach and Inclusion, National Foundation for Credit Counseling
  • Eric Johnson, Information Officer II, CalHFA
July 26, 2022
2:00 - 3:30 PM EDT
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A Closer Look at HCAs and their Clients
In this session, presenters took a closer look at how agencies deliver services and the client characteristics that impact effective service delivery. HUD’s Management Development Program (MDP) discussed racial equity (i.e., what it means to be equitable when providing housing counseling services). This included MDP’s equity in housing counseling survey findings, best practices, and takeaways from equity-focused listening sessions. Also based on its own survey findings, Freddie Mac discussed the borrowers’ mortgage selection experiences, highlighting how these experiences differ between borrowers who have engaged in homeownership counseling and education and those who have not. A panel of industry experts and housing counseling partners provided insights and responses on this topic. The panel included representatives from Home FreeUSA and the Homeownership Council of America. 
Speakers:
  • David Berenbaum, Deputy Assistant Secretary, OHC
  • Julienne Joseph, Deputy Assistant Secretary for Single-Family Housing, FHA
  • Clair Weatherby, Lead Housing Counseling Specialist, ICF
  • Adrenace (Shae) Williams, Housing Program Specialist, OHC
  • Marc Boucher, Senior Management Analyst, HUD Office of Field Policy and Management (FPM)
  • Ashley Couture, Supervisory Management Analyst, FPM
  • Rashika Hall, Community Planning and Development Representative, HUD Office of Community Planning and Development (CPD)
  • Lariece Brown, Quantitative Analytics Senior Director, Freddie Mac
  • Pamela Cook, Director of Social Services, Chinese Community Center
  • Simone Griffin, Vice President, Affiliate Relations, HomeFree-USA
  • Gabe Del Rio, President and CEO, Homeownership Council of America
  • Charles Harris, Executive Director, Housing Education and Economic Development, Inc.
July 27, 2022
2:00 - 3:30 PM EDT
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Benefits of Housing Counseling and Homeowner Education
HUD designed the First-Time Homebuyer Education and Counseling Demonstration as a large-scale, randomized experiment to answer the question about the relative efficacy of homebuyer education and counseling on first-time borrowers. In this session, the Office of Policy Development and Research (PD&R) discussed the results of the study, taking a close look at the effects of housing counseling and education on specific populations. Also, representatives of Bank of America and Wells Fargo discussed their experience with borrowers who engage in housing counseling and education. Agencies learned how the results of the housing counseling study can be used to market and deliver homebuyer education and counseling services. Industry and housing counseling partners provided insights and responses on this topic. Participants heard from representatives of the National Housing Resource Center, Fannie Mae, BALANCE, the Office of Housing Counseling, and the National Association of Realtors on the industry insight panel. 
Speakers:
  • David Berenbaum, Deputy Assistant Secretary, OHC
  • Stacey M. Walker, Director of Housing Outreach, Single-Family Division, Freddie Mac
  • Karen Hoskins, Lead Housing Counseling Specialist, ICF
  • Marina Myhre, Social Science Analyst, PD&R
  • Maria Serravalle, Vice President, Homeownership Solutions and Homebuyer Education, Bank of America
  • Nicole Williams, Vice President, Home Lending Diverse Segments Strategy and Planning, Wells Fargo
  • Terry Carr, Senior Advisor to the Deputy Assistant Secretary, OHC
  • Christine Windle, Director, Community Outreach, National Association of Realtors
  • Bruce Dorpalen, Executive Director, National Housing Resource Center (NHRC)
  • Linda Davis-Demas, Vice President of Housing, BALANCE and Co-Chair, Coalition of OHC Intermediaries
  • Gregory McDonald, Advisor, Affordable Lending, Fannie Mae
July 28, 2022
2:00 - 3:45 PM EDT
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Point of Contact

Housing Counseling Symposium Registrar | trainings@hudexchange.info

Tags: Housing Counseling Program