Equity Preservation Mortgage ®
Tax free income from your property equity
Calculate in minutes
Only 3 easy steps and we save your progress as you go
For demonstration purposes, we're using an example property
21659 Ocean Vista Dr #20, Laguna Beach, CA 92651
Estimated property value
$2,450,000
1
Property details
Used to calculate your maximum borrowing amount
2 minutes to complete
2
Select income and loan options
Details of annuity income and mortgage type
1 minute to complete
3
Apply for loan pre-approval
Final approval subject to property valuation
1 minute to complete
1. Property details
Used to calculate your maximum borrowing amount
21659 Ocean Vista Dr #20, Laguna Beach, CA 92651
Estimated property value
$2,450,000
This is indicative only. An independent valuation will be conducted.
Ownership structure
Is there an outstanding mortgage on your property?
What is the current state of occupancy?
Your home, your equity preserved
In 30 years, the estimated value of your property is projected to reach
$10,784,296.72
Fully preserved equity is based on 4% annual growth rate
2. Set income and loan options
Details of annuity income and mortgage type
21659 Ocean Vista Dr #20, Laguna Beach, CA 92651
Estimated property value
$2,450,000
This is indicative only. An independent valuation will be conducted.
Set your loan term
Over what period would you like to receive tax-free income?
Select your mortgage type
Interest only
Total income amount
Principal + interest
Total income amount
3. Funding details
Review your loan summary and confirm
Loan summary
Property summary
Payment summary
Annuity income summary
How will you use your annuity income?
Select all that apply
Day-to-day living expenses
Home renovations and improvements
Travel and leisure
Healthcare and medical expenses
Helping family members
Other
Congratulations!
Your Equity Preservation Mortgage® has been pre-approved
