marketingrequests@heb.ca
Download all the tools and information you’ll need to assist your clients.
You can search by date, category, or simply by typing in what you’re looking for in the search bar below.
All
Marketing MaterialsProcess DocumentsSales Tools
| Title | Useful For | Created Date | View |
|---|---|---|---|
|
CHIP Max Fact Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | November 26, 2018 | View |
|
CHIP Max Rate Sheet (Non-Quebec) |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | November 26, 2018 | View |
|
CHIP Max Rate Sheet (Quebec) |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | November 26, 2018 | View |
|
Income Advantage Rate Sheet (Quebec) |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | October 25, 2018 | View |
|
Income Advantage Rate Sheet (Non-Quebec) |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | October 25, 2018 | View |
|
CHIP Rate Sheet (Quebec) |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | October 25, 2018 | View |
|
CHIP Rate Sheet (non-Quebec) |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | October 25, 2018 | View |
|
Financial Illustration – Income Advantage |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | August 14, 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 |
|
Power of Attorney (POA) Process |
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 |
|
Broker Process Tips |
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 |
|
Mortgage Broker E-Store Guidelines |
Mortgage Brokers, Certified Mortgage Brokers | April 17, 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 |
|
Home Purchase Policy |
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 |
|
Financial Illustration – CHIP |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | April 17, 2017 | View |
|
Conditional Approval Sample |
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 |