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 View
HomEquity Bank Mortgage Broker Service Level Agreement (SLA)

View
Underwriting Facts

View
ILA Process and Overview of HomEquity Bank

View
CHIP Rate Sheet (Quebec)

View
CHIP Rate Sheet (Non-Quebec)

View
Income Advantage Rate Sheet

View
Senior’s Code and Demographics Webinar

View
CHIP Guide for Banks and Credit Unions

View
Income Advantage Fact Sheet

View
Financial Illustration Worksheet – CHIP

View
Income Advantage Brochure

View
Financial Illustration Worksheet – Income Advantage

View
Retirement Planning Facts (CPP, OAS, GIS, etc.)

View
Myths About Reverse Mortgages

View
Webinar Slides: Your Grandma Is On Facebook

View
Sample Disclosure

View
Client Document Checklist

View
Financial Illustration Example

View
Income Confirmation Guidelines

View
Broker Process Tips

View
Property Set Aside (PSA) FAQS

View
Estimate Letter (Example)

View
Webinar Slides: Growing Your Business with the Fastest Growing Demographic Presentation

View
Refer A Client Form

View
CHIP Reverse Mortgage Brochure

View
Website Banner Ads

View
Understanding Subsequent Advances

View
Prospecting Email – Sample

View
Prepayments

View
Power of Attorney (POA) Process & Questionnaire

View
Mortgage Broker E-Store Guidelines

View
Logos (CHIP, Income Advantage, HomEquity Bank)

View
Kurt & Sons – Sample Email

View
Interest Payment Info Sheet

View
Home Purchase Policy

View
Gift Letter

View
FAQ About Reverse Mortgages

View
Declaration of Guarantor

View
Customer Story – Foreclosure

View
CHIP Fact Sheet

View
CHIP Approved Text

View
Appraisal Requirements

View
ID Requirements

View