Homebuyer Education
The Role of Homebuyer Education Providers
THDA recognizes the importance of promoting professionalism and quality assurance in homebuyer education and counseling. Agencies in THDA’s HBEI Network are dedicated to providing affordable, high-quality, effective homeownership education and counseling services to Tennessee consumers, and are committed to the following:
- Adhering to the HBEI Program Agreement, standards and policies that are based on national best practices but reflect Tennessee’s homebuyer education and counseling environment
- Adhering to standards in the Homebuyer Education and Counseling Program and Standards Guide
- Reporting programming outcomes to THDA
- Participating in periodic program reviews
- Collaborating with network partners to promote and advance the professionalism of the Network and the homeownership education and counseling industry
Revisions to HBEI Program Guide
- Revision 1 - March 18, 2015
- Revision 2 - August 1, 2015
- Revision 3 - January 12, 2016
- Revision 4 - January 12, 2017
- Revision 5 - February 14, 2018
- Revision 6 - August 22, 2019
HBEI Forms
- HBEI Annual Certification
- HBEI Program Abridged Application
- HBEI Program Agreement
- Code of Ethics and Conduct
- Conflict of Interest and Disclosure Agreement
- Privacy Policy
- HBEI Agency Information Form
- Verification of Identification
- W-9
- THDA ACH Form
- File Cover Sheet for Counseling
- File Cover Sheet for Online
- File Cover Sheet for In-Person
- HBEI Disclosure for Licensed Realtor
- HBEI Disclosure Form for MLO
- Customer Reporting Spreadsheet
- eHome Follow-Up Tips Checklist
- HBEI Program Flow Chart 2021
- HBEI Transcript Tracker
- HBEI Transcript Tracker-Additional Page
Samples
- Sample-Customer Survey 1
- Sample-Customer Survey 2
- Sample-Counseling Documentation Checklist
- Sample-Client Intake Form 1
- Sample-Client Intake Form 2
- Sample-Client Intake Form 3
- Sample-Volunteer Agreement
Miscellaneous Information for HBEI Providers
- Household Income and Acquisition Limits
- Targeted Areas
- Find a THDA Approved Lender
- Find a THDA Approved Realtor
- Recapture Tax Information
- Student Loan Calculation Scenarios
- Commonly Used Industry Acronyms
- Comparison Matrix Great Choice vs. HFA Advantage
HUD Housing Counseling and Education:
Click here for HUD information for Counselors
Virtual Education
- Monthly Lender Q&A 6-11-2020
- HBEI Check-In 6-11-2020
- HBEI Check-In 4-17-2020
- HUD Exam Tips and Best Practices
- THDA Updates from 2020 Symposium
- Knowing the Rental Laws
- HBEI Check-In 9-28-2020
- HBEI Check-In 10-19-20
- eHome Follow-Up Session Tips & Best Practices
- HBEI Check-In 12-3-2020
- THDA DPA & eHome Updates 1-25-2021
- Find CRA & Financial Empowerment Centers 2-22-2021
- Certificate Tutorial with Q&A 3-5-2021
- Motivational Interviewing 3-22-2021
- All Things Insurance & FICO- 4-26-2021
- THDA Programs 5-24-2021
- Exploring UT 8-23-2021
- VAWA & Housing Resources for Survivors 9-27-2021
- COVID Rent Relief, New Start, & DPA Updates 10-25-2021
- Fair Housing & eHome Updates 1-24-2022
- Boxabl, Apprenticeships, and Scams 3-28-2022
For more information regarding Homebuyer Education, please contact Mandy Garman at mgarman@thda.org or 615-815-2161.
