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Marketing MaterialsProcess DocumentsSales Tools
Title | Useful For | Created Date | View |
---|---|---|---|
CHIP Max Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | January 26, 2023 | View |
Income Advantage Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | January 26, 2023 | View |
CHIP Reverse Mortgage Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | January 26, 2023 | View |
CHIP Open Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | January 26, 2023 | View |
Power of Attorney (POA) Process |
Banks & Credit Unions | June 21, 2022 | View |
Power of Attorney (POA) Process – Mortgage Brokers |
Mortgage Brokers, Certified Mortgage Brokers | June 21, 2022 | View |
CHIP Reverse Mortgage Brochure |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 13, 2022 | View |
Broker Commission – One Pager |
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 |
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 |
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 |
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) |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | November 27, 2019 | View |
CHIP Reverse Mortgage Brochure (Simplified Chinese) |
Banks & Credit Unions, Mortgage Brokers, Certified 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 |