Refer a Client

Step 1

Complete the form below.

Step 2

One of our team members will contact you and your client within 48-hours.

Step 3

A CHIP Reverse Mortgage specialist will answer your client’s questions and walk them through the process.

Step 4

We will notify you when your client’s reverse mortgage has been funded.

1Borrower 1

First Name*

Phone*

Gender*

Marital Status*

Last Name*

Email(Optional)

Date of Birth*

2Borrower 2

Is there an additional borrower?*

Yes No

First Name*

Phone*

Gender*

Marital Status*

Last Name*

Email(Optional)

Date of Birth*

3Property details

Street*

Province*

Property Value*

Secured Debt(Optional)

City*

Postal Code*

Property Type*

4Advisor or Mortgage Broker Contact

First Name*

Job Title*

Postal Code*

Phone*

Email(Optional)

Last Name*

Organization Name*

City*

Province*

Referral Channel*

Is this a new partner?(Optional)

Yes No

Client consent*

Does your client consent to a referral to HomeEquity Bank?

Expert Sales Support

Connect with our top-tier sales professionals dedicated to elevating your business with personalized reverse mortgage solutions

Expert sales support

Tap into our expertise. Our business development professionals are dedicated to helping you build your practice with tailored reverse mortgage solutions.

Find your BDM

Discover how much home equity your clients can access

Use our interactive calculator to customize a reverse mortgage solution that aligns with your client’s financial goals.

Try the calculator

Step 1

Step 2

Step 3

Step 4

1Borrower 1

2Borrower 2

3Property details

4Advisor or Mortgage Broker Contact

Expert Sales Support

Expert sales support

Discover how much home equity your clients can access