HUD Certified Housing Counselor Application Process: FHA Connection Navigational Guide
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1 HUD Certified Housing Counselor Application Process: FHA Connection Navigational Guide This document provides the application instructions through FHA Connection for HUD Housing Counseling Certification. Counselors can print off this document and follow along while navigating through FHA Connection. Table of Contents I. HUD Certified Housing Counselor Eligibility Requirements... 2 II. HUD Certified Housing Counselor Application Overview and Process... 3 III. FHA Connection User ID... 7 IV. HUD Certified Housing Counselor Responsibilities... 9 V. FHAC Application Coordinator Responsibilities VI. HUD Certified Housing Counselor or Agency Public Search Functions on HUD.gov
2 I. HUD Certified Housing Counselor Eligibility Requirements To become a HUD certified housing counselor, a counselor must meet the following two eligibility requirements: 1) pass the HUD Housing Counselor Certification written examination and 2) work for an agency approved to participate in HUD s Housing Counseling Program. There are two steps within this process: Exam: Under the exam step, a counselor registers, pays the examination fee, and takes the exam through Hudhousingcounselors.com. The certification written examination will be available on August 1, More information is available in this recent Federal Register Notice. Application: Once the counselor has taken and passed the HUD Housing Counselor Certification written exam, the individual applies through FHA Connection. The individual alerts their Agency FHAC Coordinator to validate their employment through FHA Connection. Note: At all times, HUD participating housing counseling agencies must have an Agency FHAC Application Coordinator registered in FHA Connection. A counselor will not be officially placed in the certified counselor database until the Agency FHAC Application Coordinator successfully validates counselor employment in the FHAC system. The graphic on the following page includes the entire process, inclusive of both Exam and Application steps, for counselors to become HUD certified. 2
3 II. HUD Certified Housing Counselor Application Overview and Process Please read these instructions in their entirety before taking any action. 1. Read the eligibility requirements. 2. Applications must be submitted online. 3. In addition to the application, your exam score must have been transferred and accepted into FHA Connection. 4. You must include a valid address in your application. 5. Now you may begin your application in FHA Connection. 6. On the HUD Certified Housing Counselor Application page, change the Counselor Type to Certified. 3
4 7. A pop-up warning message displays advising the user that any HECM training data will be cleared. Click OK to clear the message. 4
5 8. Enter all information on the HUD Certified Housing Counselor Application page in the Certified Counselor Information section. In the Counselor s Exam ID Box, the applicant should enter the ten digit Counselor ID provided on the applicant s profile page on hudhousingcounselors.com. 9. Click send to submit the HUD Certified Housing Counselor Application. Note: Applicant must complete all fields on the application screen. How applications are processed: When the application is successfully processed, the HUD Certified Housing Counselor Application Results page appears with this message: CERTIFIED COUNSELOR APPLICATION SUCCESSFULLY COMPLETED. 5
6 If your application is successful: 1. A Success message will appear at the top of the Application Results page. You are not in the certified counselor database yet. Note: A counselor will not be officially placed in the certified counselor database until the agency Application Coordinator successfully validates counselor employment in the FHAC system. 2. Counselors must now establish a FHAC User ID. If your application is not successful, an error screen will appear. A list of errors will be provided. If the applicant cannot remedy the error message, send an to the FHA Connection Single Family Help desk at sfadmin@hud.gov. You may also send an to housing.counseling@hud.gov with "Application Error for Certified Counselor" in the subject line to inquire about the status of your application. 6
7 III. FHA Connection User ID All HUD Certified Housing Counselors must establish an FHA Connection (FHAC) User ID. If applying as a HUD Certified Housing Counselor, complete the HUD Certified Housing Counselor application first and then apply for a User ID after notifying your agency s coordinator. However, if the counselor is already a HECM counselor, the FHA Connection user ID issued as a HECM counselor is used for both HECM and certified counseling. The counselor does not register for another FHA Connection User ID. If applying only as a coordinator, just apply for an FHAC User ID. If applying to be both a coordinator and counselor, you must complete the HUD Certified Housing Counselor application first and be accepted by HUD. After submitting your application, you can request an FHAC User ID: 1. From the FHAC Welcome page ( select Registering a New User 7
8 2. The Registering to Use the FHA Connection page displays. Then, select Housing Counseling. 3. Or, go directly to the Housing Counselor Registration page at: 4. Reminder: if you are registering only as an Application Coordinator, click "Are you registering as an FHA Connection Application Coordinator for the housing counseling agency that employs you?" and enter the HCS ID for that agency. 5. If your address in your record is correct, you will receive an within 48 hours informing you that an ID was issued. Counselors will receive a letter in the mail within 7-10 business days, which will include the user ID and password. For application coordinators, a letter with the user's 8
9 FHAC User ID is mailed to the counseling agency's Chief Executive Officer. Remember your password; you will need it to sign into the FHA Connection. Keep your login information in a safe place because you will need your User ID and Password each time you access the FHAC to update your own roster information. FHA requires that your password be changed every 21 days. IV. HUD Certified Housing Counselor Responsibilities HUD Certified Housing Counselor Employment Request On the HUD Certified Housing Counselor Application, only one employer is entered. If the certified counselor works for more than one housing counseling agency, or recently changed employers, a request can be made to validate employment for another agency. 1. Log on to the FHA Connection and select the counseling functions. You can access the Counseling Functions menu through the following sequence of FHA Connection links: Single Family FHA, Single Family Origination, and Counseling Functions. 2. Select Certified Counselor Employment Request on the Counseling Functions menu. 3. This displays the Certified Counselor Employment Request page. 9
10 4. To request employment validation for another agency, the counselor enters the five-digit ID of the housing counseling agency in one of the text-entry boxes in the New Employment Validation Requests field. A pop-up message appears stating the name of the housing counseling agency (or stating the agency was not found). 5. If it is the correct housing counseling agency, OK is clicked. If not, Cancel is clicked and the correct agency ID is entered. Up to five agencies can be entered at a time. 6. Click Send to complete the request. HUD Certified Housing Counselor Update and Maintain Personal Information Active status counselors on the HUD Certified Housing Counselor Database maintain their own information on the FHA Connection. 1. Log on to the FHA Connection and select the counseling functions. You can access the Counseling Functions menu through the following sequence of FHA Connection links: Single Family FHA, Single Family Origination, and Counseling Functions. 2. Select HUD Certified Housing Counselor Database. The HUD Certified Housing Counselor Database Update/Renewal page is displayed with the counselor s information. 3. Update Personal Information and Contact information as needed. 10
11 4. The counselor s address must be entered in the Confirm field each time an update is processed. 5. If the counselor s employment was validated, the Agency ID has a link to the HUD Certified Housing Counselor Certificate. 11
12 6. Once a certified counselor s employment is validated by the housing counseling agency, the HUD Certified Housing Counselor Certificate can be printed and/or downloaded. The Agency ID is clicked to display the agency s certificate for the HUD certified housing counselor, as seen in the image above. Note: The link is only available if the agency has an Active status in HCS and the counselor s employment was validated. V. FHAC Application Coordinator Responsibilities The purpose of the FHAC Application Coordinator is to certify the counselor s employment at the agency and to manage the data regarding the counselor s employment status in the future. HUD-approved housing counseling agencies must designate at least one individual to act as FHAC Application Coordinator. An agency can have a maximum of four FHAC Application Coordinators and at least two are recommended. The coordinator cannot be the same person currently registered in LOCCS for the agency. The coordinator cannot certify their own employment. You must register in FHA Connection (FHAC) as the FHAC Application Coordinator for your agency. Upon completion of your registration, you will get an stating that a letter with your User ID will be mailed to the Executive Director of your agency and should be received in 7-10 days. The Registering to Use the FHA Connection page provides a link to the Counseling Agencies Application Coordinator registration form. (See the FHAC User ID page) 12
13 Certifying HUD Certified Housing Counselors Employment 1. Log into the FHA Connection. 2. Navigate to the HUD Certified Housing Counselor Database by following these steps: o Select Single Family FHA o Select Single Family Origination o Select Counseling Functions o Select HUD Certified Housing Counselor Database 3. Enter the counselor s last name, select NO under Validated by agency, and select Certified for Counselor type, then click the Send button. You don t need to change any of the other fields. You should now see the counselor s name or a list if there is more than one with that last name. 4. Click the counselor s name to see their record. 5. Down at the bottom is where you check a box to validate their employment. Click Send. That counselor s name will now appear in the HUD Certified Housing Counselor database. 13
14 Other FHAC Application Coordinator Responsibilities within FHAC 1. Maintaining the employment status in FHAC of counselors working for the agency 2. Viewing/printing Housing Counselor Certificates working for the agency NOTE: An agency cannot have the same person accessing eloccs and FHA Connection. Agencies must identify a separate person to be the user of eloccs and a separate person to be the user of FHA Connection. 14
15 VI. HUD Certified Housing Counselor or Agency Public Search Functions on HUD.gov Search for Counseling Agencies with HUD Certified Housing Counselors On the Counseling Agency search screen under Counseling type select Certified. The result provides a list of active housing counseling agencies with a HUD certified housing counselor. Public HUD Certified Housing Counselor Database Search On HUD.gov s HUD Certified Housing Counselor Database screen enter the 6 digit counselor ID (FHA Connection User ID). Click send to locate the counselor record. If a match is found a list of agencies that employ the counselor are listed. 15
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