CONTACT US: marketingrequests@homequitybank.ca

FRANCAIS

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 View
HomEquity Bank Mortgage Broker Service Level Agreement (SLA)

 		View
Underwriting Facts

 		View
ILA Process and Overview of HomEquity Bank

 		View
CHIP Rate Sheet (Quebec)

 		View
CHIP Rate Sheet (Non-Quebec)

 		View
Income Advantage Rate Sheet

 		View
Senior’s Code and Demographics Webinar

 		View
CHIP Guide for Banks and Credit Unions

 		View
Income Advantage Fact Sheet

 		View
Financial Illustration Worksheet – CHIP

 		View
Income Advantage Brochure

 		View
Financial Illustration Worksheet – Income Advantage

 		View
Retirement Planning Facts (CPP, OAS, GIS, etc.)

 		View
Myths About Reverse Mortgages

 		View
Webinar Slides: Your Grandma Is On Facebook

 		View
Sample Disclosure

 		View
Client Document Checklist

 		View
Financial Illustration Example

 		View
Income Confirmation Guidelines

 		View
Broker Process Tips

 		View
Property Set Aside (PSA) FAQS

 		View
Estimate Letter (Example)

 		View
Webinar Slides: Growing Your Business with the Fastest Growing Demographic Presentation

 		View
Refer A Client Form

 		View
CHIP Reverse Mortgage Brochure

 		View
Website Banner Ads

 		View
Understanding Subsequent Advances

 		View
Prospecting Email – Sample

 		View
Prepayments

 		View
Power of Attorney (POA) Process & Questionnaire

 		View
Mortgage Broker E-Store Guidelines

 		View
Logos (CHIP, Income Advantage, HomEquity Bank)

 		View
Kurt & Sons – Sample Email

 		View
Interest Payment Info Sheet

 		View
Home Purchase Policy

 		View
Gift Letter

 		View
FAQ About Reverse Mortgages

 		View
Declaration of Guarantor

 		View
Customer Story – Foreclosure

 		View
CHIP Fact Sheet

 		View
CHIP Approved Text

 		View
Appraisal Requirements

 		View
ID Requirements

 		View