Home Equity Appointment

We're ready when you are.

Here's what you can expect during your home equity appointment.

It's time to unlock your home's equity and gain the financial flexibility you've been looking for.

Home Equity Loan

Looking to reap the benefits of paying down your mortgage every month? We'll compare your home’s market value, minus the amount currently owed on your mortgage, and determine how much you can borrow as a lump sum.

Home Equity Line of Credit

Rather have a revolving line of credit instead? We'll review the difference between what’s currently owed on your home's loan and its market value to help you determine if a HELOC is right for you.

Be sure to bring the requested documentation to your home equity appointment.

Documents needed


Government ID

Verification of income

Declaration page of homeowner’s insurance policy

Current mortgage statement