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Objection handling – Quick Reference

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Income Advantage Rate Sheet – All in one

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CHIP Reverse Mortgage Rate Sheet (Quebec) – All in one

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CHIP Reverse Mortgage Rate Sheet (Non-Quebec) – All in one

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Peak rewards

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Best Practices For a Clean Deal

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Peak Rewards – How to earn rewards

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Best Practices – Steps to Submit a Deal

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CHIP Max Rate Sheet (Non-Quebec)

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CHIP Max Rate Sheet (Quebec)

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CHIP Max Fact Sheet

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Financial Illustration – Income Advantage

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Underwriting Facts

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ILA Process and Overview of HomeEquity Bank

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Understanding Subsequent Advances

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Client Referral Form

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Prepayments

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Power of Attorney (POA) Process

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Property Set Aside (PSA) FAQS

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Income Confirmation Guidelines

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Interest Payment Info Sheet

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Declaration of Guarantor

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Estimate Letter/Quote (Example)

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New Requirements

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FAQ About Reverse Mortgages

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Client Document Checklist

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Myths About Reverse Mortgages

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HomeEquity Bank Mortgage Broker Service Level Agreement (SLA)

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CHIP Guide for Mortgage Brokers

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CHIP Guide for Banks and Credit Unions

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Income Advantage Brochure

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CHIP Reverse Mortgage Brochure

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Income Advantage Fact Sheet

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Client Identification (ID) Requirements

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Gift Letter

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Fund Allocation Worksheet (Income Advantage)

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Financial Illustration – CHIP

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CHIP Fact Sheet

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CHIP Approved Text

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