Information & Training for Brokers
Check out the videos below to watch our latest training sessions. We cover everything from understanding a 55+ consumer, to how to best educate potential borrowers, and how to answer the most common questions.
In addition, our PDFs will keep you up to date on Equitable’s reverse mortgage information and offerings, and industry and market trends.
Informational Brochures
Equitable Bank Reverse Mortgage Closing Options
Learn about Equitable Bank’s reverse mortgage closing options and hear common closing questions answered.
Reverse mortgage closing options and ILA explained
Need more clarity on Independent Legal Advice (ILA) and the closing process? Equitable Bank reverse mortgage expert, Simone McMillan, is here to guide you through it.
Marketing Resources for Brokers
Looking for marketing resources for Equitable Bank's Reverse Mortgage solutions? Learn what’s available now!
Reverse Mortgages 101
Spend time with Equitable Bank and learn in depth about reverse mortgages and the benefits EQB can provide to your clients!
Reverse Mortgage Training - Marketing to Potential Customers
How are you marketing to your reverse mortgage customers? Have you dabbled in reverse mortgage marketing? Watch this great session to learn more.
Reverse Mortgage Training – Educating Potential Customers
Check out Equitable’s updated reverse mortgage calculator which provides a simple and reliable estimate of how much your client can borrow, plus preview the new online portal, Equitable Connect, giving you faster and easier document collection and communication with your Equitable team.
Reverse Mortgage Training – Understanding the Customer
The reverse mortgage is becoming an even more important product as more Canadians retire are living longer and staying in their homes for a lot longer than they used to. But who truly is the ideal customer for a reverse mortgage? In this session, Equitable Bank explores that topic and much more!
Why Equitable Bank’s Reverse Mortgage Products May Be The Ideal Solution
Find out why Equitable Bank's Reverse Mortgage products may be the ideal solution for your clients!
New Tools for Brokers
Check out Equitable’s updated reverse mortgage calculator which provides a simple and reliable estimate of how much your client can borrow, plus preview the new online portal, Equitable Connect, giving you faster and easier document collection and communication with your Equitable team.
The Reverse Mortgage Closing Process
In this short video, you’ll hear from Equitable Bank’s Paul von Martels, VP Reverse Mortgage Lending and Simone McMillan, Customer Success and Growth Manager, with a special guest appearance from lawyer Rose Ghaly, on the reverse mortgage legal process and navigating it with ease.
The Reverse Mortgage Opportunity
In this one hour brief, we cover the most important reverse mortgage topics. This includes, why now is the time to get in on the reverse mortgage business, what makes Equitable Bank’s solutions the no-brainer for brokers and clients and how to find and engage clients. PLUS, case studies and special tools for brokers.