Show a Financial Advisor the benefits of a HECM when a client owns their home free and clear.

Create this Refinance HECM Tool Report:

  1. Enter Home Value > Enter $0 for current mortgage balance > Enter $0 Current mtg PI payment
  2. Select Two Options
  3. Option 1 > CMT Monthly Cap 5 > Enter lower Margin rate
  4. Option 2 > CMT Monthly Cap 5 > Enter higher Margin rate
  5. Click Next to create report

Watch Tane's video on selling HECM benefits to a Financial Advisor whose client owns their home free and clear.

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