Broker Tools, Information & Resources - CHIP Advisor by HomEquity Bank

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All Marketing MaterialsProcess DocumentsSales Tools

Title	Media Type	Useful For	Categories	Created Date	View
Financial Illustration – Income Advantage Spreadsheet Marketing August 14, 2018	Spreadsheet		Marketing	August 14, 2018	View
Underwriting Facts PDF Sales Info August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Sales Info	August 2, 2018	View
ILA Process and Overview of HomeEquity Bank PDF Legal, Product Info August 2, 2018	PDF		Legal, Product Info	August 2, 2018	View
Understanding Subsequent Advances PDF Product Info August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Product Info	August 2, 2018	View
Client Identification (ID) Requirements PDF Identification August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Identification	August 2, 2018	View
Client Referral Form Operations August 2, 2018		Banks & Credit Unions, Mortgage Brokers	Operations	August 2, 2018	View
Prepayments PDF Product Info August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Product Info	August 2, 2018	View
Power of Attorney (POA) Process PDF Checklists, Legal August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Checklists, Legal	August 2, 2018	View
Property Set Aside (PSA) FAQS PDF Product Info August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Product Info	August 2, 2018	View
Broker Process Tips PDF Sales Info August 2, 2018	PDF	Mortgage Brokers, Certified Mortgage Brokers	Sales Info	August 2, 2018	View
Income Confirmation Guidelines PDF Checklists August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Checklists	August 2, 2018	View
Interest Payment Info Sheet PDF Product Info August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Product Info	August 2, 2018	View
Declaration of Guarantor PDF Legal August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Legal	August 2, 2018	View
Estimate Letter/Quote (Example) PDF Sales Info August 2, 2018	PDF		Sales Info	August 2, 2018	View
New Requirements PDF Legal, Product Info August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Legal, Product Info	August 2, 2018	View
FAQ About Reverse Mortgages PDF Marketing August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Marketing	August 2, 2018	View
Client Document Checklist PDF Checklists August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Checklists	August 2, 2018	View
Myths About Reverse Mortgages PDF Marketing August 2, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Marketing	August 2, 2018	View
Income Advantage Rate Sheet Product Info July 19, 2018		Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Product Info	July 19, 2018	View
CHIP Rate Sheet (Quebec) PDF Product Info July 19, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Product Info	July 19, 2018	View
CHIP Rate Sheet (non-Quebec) PDF Product Info July 19, 2018	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Product Info	July 19, 2018	View
HomeEquity Bank Mortgage Broker Service Level Agreement (SLA) PDF Operations July 16, 2018	PDF	Certified Mortgage Brokers	Operations	July 16, 2018	View
CHIP Guide for Mortgage Brokers PDF Marketing July 16, 2018	PDF	Mortgage Brokers, Certified Mortgage Brokers	Marketing	July 16, 2018	View
CHIP Guide for Banks and Credit Unions PDF Marketing July 16, 2018	PDF	Banks & Credit Unions	Marketing	July 16, 2018	View
Income Advantage Brochure Brochure, PDF Marketing April 24, 2017	Brochure, PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Marketing	April 24, 2017	View
CHIP Reverse Mortgage Brochure Brochure, PDF Marketing April 24, 2017	Brochure, PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Marketing	April 24, 2017	View
Mortgage Broker E-Store Guidelines PDF, Presentation Marketing April 17, 2017	PDF, Presentation	Mortgage Brokers, Certified Mortgage Brokers	Marketing	April 17, 2017	View
Income Advantage Fact Sheet PDF Product Info April 17, 2017	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Product Info	April 17, 2017	View
ID Requirements PDF Identification April 17, 2017	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Identification	April 17, 2017	View
Home Purchase Policy PDF Sales Info April 17, 2017	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Sales Info	April 17, 2017	View
Gift Letter PDF Legal April 17, 2017	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Legal	April 17, 2017	View
Fund Allocation Worksheet (Income Advantage) Spreadsheet Product Info April 17, 2017	Spreadsheet	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Product Info	April 17, 2017	View
Financial Illustration – CHIP Spreadsheet Marketing April 17, 2017	Spreadsheet	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Marketing	April 17, 2017	View
Conditional Approval Sample PDF Sales Info April 17, 2017	PDF	Certified Mortgage Brokers	Sales Info	April 17, 2017	View
CHIP Fact Sheet PDF Product Info April 17, 2017	PDF	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Product Info	April 17, 2017	View
CHIP Approved Text Word Document Marketing April 17, 2017	Word Document	Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers	Marketing	April 17, 2017	View