Resources

Enhance Your Financial Security

Consumer brochure on HECM Benefits with Example

Home Buying in Reverse

Trifold - Sell More Homes in Reverse (For Realtors)

Give your local realtors copies of this tri-fold brochure to explain the HECM for Purchase product, how realtors benefit when their clients purchase a home with this type of loan, eligibility requirements and more.

Set of 5 Direct Mail Templates

First contact, 3 day, 15 day, 30 day and 60 day follow-up letter templates included.

Bill Insert - Planning for Retirement

A 1/3 sheet flyer to insert in direct mail efforts to your customers.

Bill Insert - Enhance Your Retirement Lifestyle

A 1/3 sheet flyer to insert in direct mail efforts to your customers.

Bill Insert - Take Control of Your Debt

A 1/3 sheet flyer to insert in direct mail efforts to your customers.

Set of 5 Email Templates

First contact, 3 day, 15 day, 30 day and 60 day follow-up email templates included.

1 Sheet – EquityIQ: Introduction

1 Sheet - EquityIQ: A Smart Financial Option

1 Sheet - Home Buying In Reverse

The HECM for Purchase is a Federal Housing Administration (FHA) insured home loan that allows seniors to use the equity from the sale of a previous residence to buy their next primary home in one transaction. Use this one-sheet to go over the common benefits of a HECM for Purchase loan and eligibility requirements.

1 Sheet - Enhance Your Financial Security

Many homeowners across the nation have chosen a Home Equity Conversion Mortgage (HECM) to help them meet financial and personal goals. Use this one-sheet to go over the benefits, eligibility, and payment options of a HECM loan.

1 Sheet - Counseling Kit Overview

This Counseling Kit will assist in preparing for the required HUD counseling session. Use this one-sheet to go over how to prepare for and schedule the counseling session as well as what to expect and the purpose of the process.

1 Sheet - Myths & Realities of a Reverse Mortgage

As with many financial products, reverse mortgage loans can be complicated and there may be a number of misconceptions about how the product works. Use this one-sheet to go over five common myths of the product with explanations that dispel them. Leave it with them so they can refer to it at any time.

1 Sheet - What to Expect During the Appraisal

Outline the appraisal process for your client with this one-sheet overview.

1 Sheet - Help Your Client Purchase Their Next Home (For Realtors)

1 Sheet - Help Your Client Afford to Buy More Home (For Realtors)

1 Sheet - Help Your Client Right Size to a Dream House (For Realtors)

1 Sheet - Discover the HECM for Purchase Loan (For Realtors)

Client Handbook

Client handbook that outlines the Reverse Mortgage process and the various HECM loan types and benefits.

The Facts About Reverse Mortgages Handbook

(Once Printed, this handbook folds to a half-page size)

Set of Four Customizable Postcards

These set of four 8.5 x 5.5" Postcards include various images and messaging for your direct mail marketing needs.

PowerPoint - Understanding Home Equity Conversion Mortgages

Share this presentation with potential clients to show them how to unlock the equity in their home. By clicking the "Request Files" button below, you will be sent the PowerPoint file for this presentation.

PowerPoint - Introduction to HECM for Purchase (For Realtors)

Use this presentation when you want to show realtors how a HECM for Purchase loan might be able to help their senior clients transition to a home that fits their changing lifestyle. By clicking the "Request Files" button below, you will be sent the PowerPoint file for this presentation.