6 min readUpdated December 10, 2025

Reverse Mortgage Requirements Checklist (2025)

Before you apply, review the official FHA eligibility criteria. Most homeowners age 62+ with significant equity will qualify.

1. Borrower Requirements

  • Age: You must be at least 62 years old. (For Jumbo loans, some lenders accept age 55+).
  • Ownership: You must own your home outright or have a low enough mortgage balance that it can be paid off with the reverse mortgage proceeds.
  • Residency: The home must be your primary residence. You must live there more than 6 months out of the year.
  • Federal Debt: You cannot be delinquent on any federal debt (e.g., federal student loans or income taxes).

2. Property Requirements

Eligible property types include:

  • Single-family homes
  • 2-4 unit properties (as long as you occupy one unit)
  • HUD-approved condominiums
  • Manufactured homes built after June 15, 1976 (must own the land/fee simple)

Note: Vacation homes, rental properties, and mobile homes on leased land (parks) are NOT eligible.

Check Your Eligibility

Take our 60-second quiz to see if you and your home qualify.

Want a More Detailed Estimate?

Our full quiz provides a personalized breakdown including set-asides, disbursement options, and exact loan limits for your area.

3. Financial Assessment (LESA)

Since 2015, HUD requires a "Financial Assessment" to ensure you can afford ongoing property costs. Lenders will look at:

  • Credit History: They check for a history of paying property taxes and insurance on time.
  • Residual Income: You must have a certain amount of money left over each month after paying debts and property expenses.

What if I have bad credit? You can still qualify! However, the lender may require a "Life Expectancy Set-Aside" (LESA). This is a portion of your loan proceeds held back to pay your taxes and insurance automatically.

4. Jumbo (Proprietary) Requirements

If your home is worth more than the FHA limit ($1,209,750), you might look at a Jumbo product. Requirements differ slightly:

  • Age: Often available to borrowers as young as 55 (in some states).
  • Property: Can sometimes include high-value condos that aren't FHA approved.
  • Loan Amounts: Up to $4 million.
🎓

Written by the Equity Access Team

Our content is reviewed by licensed mortgage specialists to ensure accuracy with 2025 HUD/FHA guidelines.