Reverse Mortgage Borrower Outreach Materials

Use these customizable materials in your borrower outreach efforts to educate reverse mortgage borrowers.

Materials Guide

Related Links

Fannie Mae has created a variety of borrower communication materials (letters, flyers, inserts, and self mailers) for reverse mortgage servicers to use in educating borrowers about their reverse mortgage responsibilities. Each piece can be customized to include your company's logo and contact information, and the borrower’s property address. Before using these materials, review
the Guide for Using Reverse Mortgage Borrower Outreach Materials for important instructions, terms and conditions, marketing tips and more.

Note: We've supplied a PDF file of each piece for your reference and also the Adobe® InDesign® (native) files for easier customization and printing. The statement messages, intended for quick printing on your existing materials, are in a Microsoft® Word® file.

Servicers are responsible for ensuring that all written borrower communications include all appropriate legal notices and disclaimers and otherwise comply with applicable law and/or FHA servicing guidelines.

Statement Messages
Statement Messages (Word File)

 

Letters
Welcome Letter (PDF / Adobe InDesign Native File)
Borrower Education (PDF / Adobe InDesign Native File)
Reminder of Upcoming Property Payments (PDF / Adobe InDesign Native File)
Annual Occupancy Certification (PDF / Adobe InDesign Native File)
Annual Occupancy Certification 2nd Reminder (PDF / Adobe InDesign Native File)
Annual Occupancy Certification 3rd Reminder (PDF / Adobe InDesign Native File)
Aged Repairs Letter (PDF / Adobe InDesign Native File)
Contact Update Form (PDF / Adobe InDesign Native File)
Third-Party Authorization Form (PDF / Adobe InDesign Native File)
Withdrawal of Third-Party Authorization (PDF / Adobe InDesign Native File)

 

Self Mailers
Reminder of Upcoming Property Payments (PDF / Adobe InDesign Native File)
Property-related Expense - Servicer Paid (PDF / Adobe InDesign Native File)

 

Flyers and Inserts
Where to Get Help With Your Reverse Mortgage (PDF / Adobe InDesign Native File)
Understand Your Reverse Mortgage Options (PDF / Adobe InDesign Native File)
Questions and Answers About Reverse Mortgages (PDF / Adobe InDesign Native File)
What Non-Borrower Spouses and Heirs Should Know About Reverse Mortgages (PDF / Adobe InDesign Native File)
Responsibilities Buckslip (PDF / Adobe InDesign Native File)
Counseling Buckslip (PDF / Adobe InDesign Native File)
Options Buckslip (PDF / Adobe InDesign Native File)