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Marketing MaterialsProcess DocumentsSales Tools
| Title | Useful For | Created Date | View |
|---|---|---|---|
|
Broker Commission – One Pager |
Mortgage Brokers, Certified Mortgage Brokers | December 15, 2021 | View |
|
CHIP Open Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | December 15, 2021 | View |
|
CHIP Max Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | December 15, 2021 | View |
|
Income Advantage Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | December 15, 2021 | View |
|
CHIP Reverse Mortgage Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | December 15, 2021 | View |
|
Best Practices For a Clean Deal |
Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
HomeEquity Bank Product Comparison |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
Power of Attorney (POA) Process |
Banks & Credit Unions | June 10, 2021 | View |
|
ILA Process and Overview of HomeEquity Bank |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
Lending Tools Comparison Table |
Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
Prepayments |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
Power of Attorney (POA) Process – Mortgage Brokers |
Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
Property Set Aside (PSA) FAQS |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
Declaration of Guarantor |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
HomeEquity Bank Mortgage Broker Service Level Agreement (SLA) |
Certified Mortgage Brokers | June 10, 2021 | View |
|
New Requirements |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
FAQ About Reverse Mortgages |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
Know the FAQs about Reverse Mortgages |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 10, 2021 | View |
|
CHIP Reverse Mortgage Guide |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 8, 2021 | View |
|
Peak Rewards – How to earn rewards |
Mortgage Brokers, Certified Mortgage Brokers | January 15, 2021 | View |
|
CHIP Open Fact Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | September 10, 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 |
|
Best Practices – Steps to Submit a Deal |
Mortgage Brokers, Certified Mortgage Brokers | March 3, 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 |
|
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 |
|
Interest Payment Info Sheet |
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 |
|
Income Advantage 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 |