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 |
|---|---|---|---|
|
Income Advantage Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 29, 2021 | View |
|
CHIP Reverse Mortgage Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 29, 2021 | View |
|
CHIP Max Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | June 29, 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 |
|
CHIP Open Rate Sheet |
Banks & Credit Unions, Mortgage Brokers, Certified Mortgage Brokers | May 26, 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 |