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Treat all clients, their families, advisors and all associates with the respect and dignity they deserve.
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Review with our prospects and clients all details of the Reverse Mortgage option(s) available to them.
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Consult and discuss with our prospects and clients as to the best options to meet their needs.
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Disclose all pertinent information to our prospects
and clients, their family, and their advisors, regarding their options
and costs.
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Provide an estimated Good Faith Estimate that includes all potential costs as close to the actual costs as possible.
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Work with our client’s families, friends, and/or
other advisors, as the client desires, through the process of obtaining
a Reverse Mortgage.
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Meet with clients and their families in the convenience and comforts of their home whenever possible.
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Maintain the security of our records and information about our prospects’ and clients’ at all times.
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Don’t force or imply that a client is obligated to purchase other products or services in order to obtain a Reverse Mortgage.
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Employ employees that have passed a background check and are honest and ethical.
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Check the background and applicable licensing, as
possible, of third parties who provide referrals to Reverse Mortgages
SIDAC. Only accept referrals from reputable sources.
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Disclose any financial interests a third party may have in the Reverse Mortgage transaction.
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Comply with all regulatory requirements of the
Federal Housing Administration, the federal Real Estate Settlement
Procedures Act, the state mortgage licensing and regulations, and other
laws as applicable.
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Report any suspected violations and/or abuse to the appropriate authorities.
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Maintain honesty and ethics in all transactions and relationships.
To have Security, Indpendence, Dignity, and Control
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