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All Marketing MaterialsProcess DocumentsSales Tools

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HomEquity Bank Mortgage Broker Service Level Agreement (SLA)

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CHIP Rate Sheet (Quebec)

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CHIP Rate Sheet (Non-Quebec)

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Income Advantage Rate Sheet

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Underwriting Facts

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ILA Process and Overview of HomEquity Bank

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Senior’s Code and Demographics Webinar

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CHIP Guide for Banks and Credit Unions

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Income Advantage Fact Sheet

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Financial Illustration Worksheet – CHIP

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Income Advantage Brochure

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Financial Illustration Worksheet – Income Advantage

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

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Myths About Reverse Mortgages

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Webinar Slides: Your Grandma Is On Facebook

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Sample Disclosure

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Client Document Checklist

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Financial Illustration Example

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Income Confirmation Guidelines

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Broker Process Tips

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Property Set Aside (PSA) FAQS

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Estimate Letter (Example)

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

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Refer A Client Form

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CHIP Reverse Mortgage Brochure

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Website Banner Ads

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Understanding Subsequent Advances

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Prospecting Email – Sample

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Prepayments

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Power of Attorney (POA) Process & Questionnaire

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Mortgage Broker E-Store Guidelines

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Logos (CHIP, Income Advantage, HomEquity Bank)

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Kurt & Sons – Sample Email

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Interest Payment Info Sheet

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Home Purchase Policy

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Gift Letter

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FAQ About Reverse Mortgages

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Declaration of Guarantor

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Customer Story – Foreclosure

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CHIP Fact Sheet

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CHIP Approved Text

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Appraisal Requirements

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ID Requirements

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