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Marketing MaterialsProcess DocumentsSales Tools
| Title | Useful For | Created Date | 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 |
|
Financial Illustration – CHIP |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 20, 2019 | View |
|
Financial Illustration – Income Advantage |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 20, 2019 | View |
|
CHIP Max Rate Sheet (Non-Quebec) |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | July 19, 2019 | View |
|
CHIP Max Rate Sheet (Quebec) |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | July 19, 2019 | View |
|
Income Advantage Rate Sheet – All in one |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | July 2, 2019 | View |
|
CHIP Reverse Mortgage Rate Sheet (Quebec) – All in one |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | July 2, 2019 | View |
|
CHIP Reverse Mortgage Rate Sheet (Non-Quebec) – All in one |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | July 2, 2019 | View |
|
Objection handling – Quick Reference |
Mortgage Brokers, Certified Mortgage Brokers | June 19, 2019 | View |
|
Peak rewards |
June 3, 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 |
|
CHIP Max Fact Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | November 26, 2018 | 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 |
|
Income Confirmation Guidelines |
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 |
|
Estimate Letter/Quote (Example) |
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 |
|
Myths About Reverse Mortgages |
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 |
|
Income Advantage Fact Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | April 17, 2017 | View |
|
Client Identification (ID) Requirements |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | April 17, 2017 | View |
|
Gift Letter |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | April 17, 2017 | View |
|
Fund Allocation Worksheet (Income Advantage) |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | April 17, 2017 | View |
|
CHIP Fact Sheet |
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 |