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HECM · FHA-INSURED · AGE 62+

Leverage the Equity in Your Home

A reverse mortgage turns the equity you've built into income, a line of credit, or a lump sum. You Choose! 

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(970) 528-3238

Non-recourse loan · Keep the title · HUD counseling required

Prefer to talk first? No forms, no pressure.

Run Your Reverse Mortgage Numbers

Six calculators — pick the question most relevant to you and your family.

HECM Line of Credit Growth

See how an unused HECM line of credit compounds year by year — not use-it-or-lose-it.

$
15
%
Projected LOC at End of Horizon
$215,537
Enter your numbers
Enter your initial LOC amount and the note rate you have been quoted to see the growth projection.
Growth Over Period$15,537
Effective Annual Growth Rate
YearProjected LOCGrowth
Year 1$201,000$1,000
Year 2$202,005$2,005
Year 3$203,015$3,015
Year 4$204,030$4,030
Year 5$205,050$5,050
Year 6$206,076$6,076
Year 7$207,106$7,106
Year 8$208,141$8,141
Year 9$209,182$9,182
Year 10$210,228$10,228
Year 11$211,279$11,279
Year 12$212,336$12,336
Year 13$213,397$13,397
Year 14$214,464$14,464
Year 15$215,537$15,537
Required HECM Disclosures: Borrowers must be 62 years of age or older. HUD-approved counseling is required. A reverse mortgage is not a government benefit. The loan becomes due and payable when the last surviving borrower no longer occupies the home as their primary residence or fails to meet the obligations of the mortgage (including property taxes, homeowners insurance, and maintenance).

Get Your Personalized Reverse Mortgage Report

Enter your info and an experienced HUD specialist will follow up with a detailed, no-pressure scenario review.

By submitting you acknowledge the Privacy Policy, Terms, and agree to electronic communications from Homestead Capital Partners (NMLS #2587985) and NEXA Mortgage, LLC (DBA NEXA Lending) (NMLS #1660690).

Estimates only. This is not a commitment to lend.

HECM Principal Limit Estimator

See your estimated HECM principal limit, net line of credit, and tenure payment option.

72
$
$
Estimated Principal Limit
$252,000
Strong Draw Potential
After paying off your existing mortgage, you have meaningful reserves left. This is the scenario HECM is designed for — retire the monthly P&I payment and keep access to home equity.
Max Claim Amount$450,000
Principal Limit Factor56.0%
Net Line of Credit after Payoff$127,000
Monthly Tenure Option (est.)$910 / mo
How this works: FHA publishes Principal Limit Factors by youngest borrower age. Your net draw is the principal limit minus any existing mortgage that must be paid off at closing. Tenure option is an approximate monthly payment for life (subject to occupancy and T&I&M obligations).
Required HECM Disclosures: Borrowers must be 62 years of age or older. HUD-approved counseling is required. A reverse mortgage is not a government benefit. The loan becomes due and payable when the last surviving borrower no longer occupies the home as their primary residence or fails to meet the obligations of the mortgage (including property taxes, homeowners insurance, and maintenance).

Get Your Personalized Reverse Mortgage Report

Enter your info and a HUD-savvy specialist will follow up with a detailed, no-pressure scenario review.

By submitting you acknowledge the Privacy Policy, Terms, and agree to electronic communications from Homestead Capital Partners (NMLS #2587985) and NEXA Mortgage, LLC (DBA NEXA Lending) (NMLS #1660690).

Estimates only. This is not a commitment to lend.

HECM for Purchase — New Home Down Payment

Use a HECM as financing for a new home purchase. See the down payment and cash at close.

72
$
Required Down Payment (est.)
$231,000
Strong Purchase Profile
Your age profile supports a lower down payment. HECM for Purchase can let you buy your new home with no required monthly mortgage payment — you must still pay property taxes, homeowners insurance, and maintenance.
Down-Payment % of Price44.0%
HECM Loan Amount$294,000
Est. Closing Costs$26,250
Total Cash Needed at Close$257,250
Use case: Right-size or relocate — sell your current home, put proceeds toward the down payment on the new home, use a HECM for the rest. No required monthly P&I for qualifying borrowers, subject to T&I&M obligations.
Required HECM Disclosures: Borrowers must be 62 years of age or older. HUD-approved counseling is required. A reverse mortgage is not a government benefit. The loan becomes due and payable when the last surviving borrower no longer occupies the home as their primary residence or fails to meet the obligations of the mortgage (including property taxes, homeowners insurance, and maintenance).

Get Your Personalized Reverse Mortgage Report

Enter your info and a HUD-savvy specialist will follow up with a detailed, no-pressure scenario review.

By submitting you acknowledge the Privacy Policy, Terms, and agree to electronic communications from Homestead Capital Partners (NMLS #2587985) and NEXA Mortgage, LLC (DBA NEXA Lending) (NMLS #1660690).

Estimates only. This is not a commitment to lend.

Reverse Mortgage vs HELOC

Compare monthly obligations and balloon risk between a HECM and a HELOC over your planning horizon.

70
$
$
10
%
HECM Required Monthly Payment
$0 / mo
Typical Comparison
HELOC requires monthly payments. HECM does not, for qualifying borrowers who stay current on taxes, insurance, and maintenance. Counseling will walk through both options.
HELOC Interest-Only Monthly
HELOC Interest Over Holding Period
HELOC Balloon at Maturity$120,000
HECM Due DateDue at sale / move / passing
Cashflow AdvantageEnter HELOC rate to compare
Key difference: A HELOC requires monthly interest payments and a balloon at maturity. A HECM has no required monthly principal or interest payment for qualifying borrowers who occupy the home and stay current on property taxes, homeowners insurance, and maintenance.
Required HECM Disclosures: Borrowers must be 62 years of age or older. HUD-approved counseling is required. A reverse mortgage is not a government benefit. The loan becomes due and payable when the last surviving borrower no longer occupies the home as their primary residence or fails to meet the obligations of the mortgage (including property taxes, homeowners insurance, and maintenance).

Get Your Personalized Reverse Mortgage Report

Enter your info and a HUD-savvy specialist will follow up with a detailed, no-pressure scenario review.

By submitting you acknowledge the Privacy Policy, Terms, and agree to electronic communications from Homestead Capital Partners (NMLS #2587985) and NEXA Mortgage, LLC (DBA NEXA Lending) (NMLS #1660690).

Estimates only. This is not a commitment to lend.

Heir Payoff & Non-Recourse Protection

Project what heirs inherit at sale — and see how non-recourse protection works if the balance exceeds the home value.

$
3%
15
$
%
Projected Heirs' Inheritance
$628,984
Meaningful Inheritance
Heirs are projected to inherit $628,984 after the HECM is satisfied at sale. HECM is a non-recourse loan — heirs can never owe more than the home is worth.
Projected Home Value at Sale$778,984
Projected HECM Balance at Sale$150,000 (enter rate for projection)
Non-Recourse ProtectionNot needed
Non-recourse means: if the loan balance exceeds the home value when the last borrower moves or passes, heirs can never owe more than the home is worth. They can sell, deed the property, or pay 95% of appraised value to keep the home.
Required HECM Disclosures: Borrowers must be 62 years of age or older. HUD-approved counseling is required. A reverse mortgage is not a government benefit. The loan becomes due and payable when the last surviving borrower no longer occupies the home as their primary residence or fails to meet the obligations of the mortgage (including property taxes, homeowners insurance, and maintenance).

Get Your Personalized Reverse Mortgage Report

Enter your info and a HUD-savvy specialist will follow up with a detailed, no-pressure scenario review.

By submitting you acknowledge the Privacy Policy, Terms, and agree to electronic communications from Homestead Capital Partners (NMLS #2587985) and NEXA Mortgage, LLC (DBA NEXA Lending) (NMLS #1660690).

Estimates only. This is not a commitment to lend.

Social Security Bridge Strategy

Model using a HECM to bridge living expenses while delaying Social Security for a larger lifetime benefit.

64
70
$
$
$
%
Projected Bridge HECM Balance
$201,600 (enter rate for compounding)
Close Call
The lifetime delay benefit is close to the HECM cost at the rate you entered. Counseling plus a fiduciary advisor are the right next step.
Years of Bridge Needed6 yrs
Monthly Draw$2,800 / mo
Total Bridge Principal$201,600
Projected Lifetime SS Delta$129,600
Heads up: This is a high-level comparison. Delaying Social Security has tax, spousal-benefit, and health implications. Always pair this calculator with a fiduciary financial advisor and HUD-approved HECM counseling.
Required HECM Disclosures: Borrowers must be 62 years of age or older. HUD-approved counseling is required. A reverse mortgage is not a government benefit. The loan becomes due and payable when the last surviving borrower no longer occupies the home as their primary residence or fails to meet the obligations of the mortgage (including property taxes, homeowners insurance, and maintenance).

Get Your Personalized Reverse Mortgage Report

Enter your info and a HUD-savvy specialist will follow up with a detailed, no-pressure scenario review.

By submitting you acknowledge the Privacy Policy, Terms, and agree to electronic communications from Homestead Capital Partners (NMLS #2587985) and NEXA Mortgage, LLC (DBA NEXA Lending) (NMLS #1660690).

Estimates only. This is not a commitment to lend.

Important Disclosures

Borrowers must be 62 years of age or older. HUD-approved counseling is required. A reverse mortgage is not a government benefit. The loan becomes due and payable when the last surviving borrower no longer occupies the home as their primary residence or fails to meet the obligations of the mortgage.

Calculator outputs are estimates based on FHA-published HECM Principal Limit Factors and the inputs you provide. They are not credit terms, not an Annual Percentage Rate (APR), and not a commitment to lend. Final terms are disclosed on a Loan Estimate after application in compliance with TILA / Regulation Z (12 CFR §1026).

What a HECM actually is

A Home Equity Conversion Mortgage is a federally-insured program for homeowners 62 and older. Three things to know up front.

Keep the Title

The home stays in your name. A HECM places a lien on the property, just like any mortgage — you remain the owner for as long as you live there as your primary residence.

Non-Recourse Loan

Heirs will never owe more than the home is worth at the time the loan is repaid. They can refinance to keep the home, or sell it and keep any remaining equity.

FHA-Insured

Federally insured by HUD. HUD-approved independent counseling is required by federal law before you can apply — sessions typically run 60–90 minutes and can be done by phone.

Eligibility

  • Age 62+ for all borrowers on title
  • Home is your primary residence
  • HUD-approved counseling required
  • Meet FHA property standards
  • Existing mortgage paid at closing

Payout Options

  • Monthly income (tenure or term)
  • Line of credit that grows over time
  • Lump sum at closing
  • Pay off an existing mortgage
  • Combine options for your needs

Your Obligations

  • Pay property taxes & insurance
  • Maintain the home
  • Pay HOA dues (if applicable)
  • Keep home as primary residence
  • Loan becomes due when last borrower leaves

When a reverse mortgage makes sense

Every situation is different — but these are the moments when families tell us a HECM changed things. Talk to a licensed specialist before you decide.

Surviving Spouse Protection

A surviving spouse on the HECM keeps living in the home. The loan doesn't come due until the last borrower permanently leaves — federal protection built into the program.

Avoid Selling the Home

You keep the title, keep living there, and can stop the monthly mortgage payment. A reverse mortgage turns equity into cash flow without a "for sale" sign in the yard.

Legacy for Your Heirs

A HECM is non-recourse. Heirs will never owe more than the home is worth. They can refinance to keep it, or sell and keep any remaining equity.

Healthcare & Care Costs

Proceeds can cover prescriptions, in-home care, or a caregiver. HECM proceeds are loan funds, not income, so they don't affect Social Security or Medicare eligibility.*

*HECM proceeds are generally not treated as income for federal tax purposes, but needs-based programs such as Medicaid and SSI may have different rules. Consult a financial advisor for your specific situation.

The path from first call to funded

A deliberate, counselor-backed process. Nothing is signed until you understand every line.

1. Conversation

Free consult with a licensed specialist. We answer every question in plain English before you commit to anything.

2. HUD Counseling

Required by federal law — a 60–90 minute session with an independent HUD-approved counselor. You leave with a certificate and informed consent.

3. Application & Appraisal

We submit your application and order the FHA appraisal. Underwriting verifies eligibility against federal HECM rules.

4. Closing & Rescission

You sign, and then federal law gives you three business days to change your mind (right of rescission). After that, funds disburse.

5. Funds Available

Your chosen payout structure activates — monthly income, line of credit, lump sum, or combination.

6. Ongoing

Pay taxes, insurance, and maintain the home. Stay in it as your primary residence. Your specialist stays reachable for life questions that come up later.

Frequently asked questions

Yes. The home stays in your name. A HECM places a lien on the property, just like any mortgage — you remain the owner for as long as you live there as your primary residence and meet your obligations.

The loan becomes due and payable when the last surviving borrower no longer occupies the home as their primary residence, or fails to meet obligations like paying taxes, insurance, and maintaining the home.

Foreclosure can happen if you fall behind on property taxes, homeowners insurance, or home maintenance, or if you no longer occupy the home as your primary residence. As long as you meet those obligations, you keep living there.

A HECM is non-recourse. Heirs will never owe more than the home is worth at the time the loan is repaid. They can refinance to keep it, or sell and keep any remaining equity after the loan balance is paid.

Yes — by federal law. Every HECM applicant must complete an independent counseling session with a HUD-approved counselor before applying. Sessions typically run 60–90 minutes and can be done by phone.

HECM proceeds are loan funds, not income — so they generally do not affect Social Security or Medicare eligibility. Needs-based programs like Medicaid and SSI may have different rules. Consult a financial advisor for your specific situation.

No. A reverse mortgage is not a government benefit. A HECM is a federally-insured loan offered by FHA-approved lenders — you are the borrower, not the recipient of a benefit program.

Start the conversation.

Tell us a little about your situation. A licensed specialist will follow up within 24 hours — no pressure, no obligation.

By submitting, you acknowledge the Privacy Policy, Terms, and agree to electronic communications from Homestead Capital Partners (NMLS #2587985) and NEXA Mortgage, LLC (DBA NEXA Lending) (NMLS #1660690).

Homestead Capital Partners · NMLS #2587985 · NEXA Mortgage, LLC (DBA NEXA Lending) · NMLS #1660690 · 5559 S Sossaman Rd, Bldg 1, Ste 101, Mesa, AZ 85212 · Equal Housing Lender

Equal Credit Opportunity Act Notice: The Federal Equal Credit Opportunity Act prohibits creditors from discriminating against credit applicants on the basis of race, color, religion, national origin, sex, marital status, age; because all or part of the applicant's income derives from any public assistance program; or because the applicant has in good faith exercised any right under the Consumer Credit Protection Act. The federal agency that administers compliance with this law concerning Homestead Capital Partners is the Consumer Financial Protection Bureau, 1700 G Street NW, Washington, DC 20552.