marketingrequests@heb.ca
Download all the tools and information you’ll need to assist your clients.
You can search by date, category, or simply by typing in what you’re looking for in the search bar below.
All
Marketing MaterialsProcess DocumentsSales Tools
| Title | Useful For | Created Date | View |
|---|---|---|---|
|
Lending Tools Comparison Table |
Mortgage Brokers, Certified Mortgage Brokers | June 25, 2020 | View |
|
Income Advantage Fact Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 18, 2020 | View |
|
CHIP Max Fact Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 18, 2020 | View |
|
CHIP Reverse Mortgage Fact Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 18, 2020 | View |
|
CHIP Max Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 5, 2020 | View |
|
Income Advantage Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 5, 2020 | View |
|
CHIP Reverse Mortgage Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 5, 2020 | View |
|
Income Advantage Brochure (Traditional Chinese) |
Mortgage Brokers | November 27, 2019 | View |
|
Income Advantage Brochure (Simplified Chinese) |
Mortgage Brokers | November 27, 2019 | View |
|
CHIP Reverse Mortgage Brochure (Traditional Chinese) |
Mortgage Brokers | November 27, 2019 | View |
|
CHIP Reverse Mortgage Brochure (Simplified Chinese) |
Mortgage Brokers | November 27, 2019 | View |
|
Client Identification (ID) Requirements |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | November 14, 2019 | View |
|
Realtor Sheet – Direct To Realtor |
Realtors | October 16, 2019 | View |
|
Broker-Realtor Sheet |
Mortgage Brokers, Certified Mortgage Brokers, | October 16, 2019 | View |
|
Know the FAQs about Reverse Mortgages |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | September 24, 2019 | View |
|
Power of Attorney (POA) Process |
Banks & Credit Unions | September 11, 2019 | View |
|
Power of Attorney (POA) Process – Mortgage Brokers |
Mortgage Brokers, Certified Mortgage Brokers | September 11, 2019 | View |
|
Objection handling – Quick Reference |
Mortgage Brokers, Certified Mortgage Brokers | June 19, 2019 | View |
|
Best Practices For a Clean Deal |
Mortgage Brokers, Certified Mortgage Brokers | May 30, 2019 | View |
|
Peak Rewards – How to earn rewards |
Mortgage Brokers, Certified Mortgage Brokers | May 30, 2019 | View |
|
Best Practices – Steps to Submit a Deal |
Mortgage Brokers, Certified Mortgage Brokers | May 30, 2019 | View |
|
Underwriting Facts |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 2, 2018 | View |
|
ILA Process and Overview of HomeEquity Bank |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 2, 2018 | View |
|
Understanding Subsequent Advances |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 2, 2018 | View |
|
Client Referral Form |
Banks & Credit Unions, Mortgage Brokers | August 2, 2018 | View |
|
Prepayments |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 2, 2018 | View |
|
Property Set Aside (PSA) FAQS |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 2, 2018 | View |
|
Interest Payment Info Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 2, 2018 | View |
|
Declaration of Guarantor |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 2, 2018 | View |
|
New Requirements |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 2, 2018 | View |
|
FAQ About Reverse Mortgages |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 2, 2018 | View |
|
Client Document Checklist |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 2, 2018 | View |
|
HomeEquity Bank Mortgage Broker Service Level Agreement (SLA) |
Certified Mortgage Brokers | July 16, 2018 | View |
|
CHIP Guide for Mortgage Brokers |
Mortgage Brokers, Certified Mortgage Brokers | July 16, 2018 | View |
|
CHIP Guide for Banks and Credit Unions |
Banks & Credit Unions | July 16, 2018 | View |
|
Income Advantage Brochure |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | April 24, 2017 | View |
|
CHIP Reverse Mortgage Brochure |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | April 24, 2017 | View |
|
Gift Letter |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | April 17, 2017 | View |
|
CHIP Approved Text |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | April 17, 2017 | View |