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How It Works · 5 min read

The 5 Ways to Receive Your Money
Lump Sum, Monthly, Line of Credit, or a Mix

JP Dauber, Reverse Mortgage Specialist

JP Dauber · Licensed HECM Specialist

NMLS# 386298 · Published August 5, 2026

Illustrated diagram showing how reverse mortgages work

Option 1: the lump sum

A single lump sum gives you all your available proceeds at once. It is only available on a fixed-rate HECM, and it is best when you have a specific large need — paying off an existing mortgage, funding a major expense, or clearing debt.

The downside: interest accrues on the full balance from day one, and you lose the flexibility and growth of a line of credit.

Option 2: tenure payments

Tenure pays you an equal amount every month for as long as at least one borrower lives in the home as a primary residence. It functions like a personal pension funded by your equity.

The payments do not stop because you have borrowed a certain amount — they continue as long as you meet the occupancy and loan terms.

Option 3: term payments

Term pays equal monthly amounts for a fixed number of years that you choose. Because the payout is compressed into a shorter window, the monthly amount is larger than tenure.

Term is useful for bridging a specific gap — for example, covering income until you delay Social Security to a higher benefit.

Key fact

Tenure payments last as long as you live in the home — they do not run out. Term payments stop at the end of the period you chose. Tenure trades a smaller monthly check for lifetime security; term trades a larger check for a fixed end date.

Option 4: the line of credit

With a line of credit, you take money only when you need it and only pay interest on what you have drawn. The unused portion grows every year, which means waiting can increase your future borrowing power.

This is the most popular choice on adjustable-rate HECMs, and it is the foundation of the standby reserve strategy financial planners recommend.

Option 5: a modified plan

A modified plan combines a line of credit with monthly tenure or term payments. You get steady income plus a reserve you can tap for surprises.

Which option fits depends on your goals — predictable income, a flexible reserve, or a one-time need. Run the numbers or reach out and I will model each payout for your situation.

Keep reading

The complete guide

How a Reverse Mortgage Works →

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Frequently Asked Questions

Can I change my payout option later?

On an adjustable-rate HECM, yes. For a small fee you can switch between payment plans, convert remaining funds to a line of credit, or adjust monthly amounts. Fixed-rate lump-sum loans are not flexible this way.

Do tenure payments ever run out?

No. Tenure pays a set monthly amount for as long as at least one borrower lives in the home as a primary residence and meets the loan terms — even if total payments exceed the original principal limit.

Why is the lump sum only on fixed-rate loans?

Fixed-rate HECMs require a single, full draw at closing because the rate is locked. Adjustable-rate HECMs allow ongoing draws over time, which is why all the flexible options live there.

Which payout option is most popular?

The line of credit, often within a modified plan. Borrowers like only paying interest on what they use and the fact that the unused credit line grows over time.

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