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Compare The Plans

Five starting points — most homeowners land on one or two.

Every plan is reviewed and funded by the same in-house team, so switching between them mid-conversation is easy if your situation doesn't match your first guess.

Getting Started

Foundational Equity Plan

A simple starting point for homeowners who want to understand what their equity could offer, with plain-language terms and no pressure to commit. Many homeowners use this plan purely to compare their options before deciding on anything.

Straightforward equity review, handled directly by our team
Simple online application, no unnecessary paperwork
Clear explanation of terms before you decide anything
Optional call with a member of our team
No cost or obligation to move forward
Larger Goals

Premier Equity Plan

A more comprehensive plan for homeowners working toward a larger, longer-term goal, with extended terms and closer support along the way. Suited to projects or goals that unfold over more than a single season.

Extended term structures for larger equity needs
Flexible timeline options as your plans develop
Coordination across multiple related needs
Priority support from our team
Periodic check-ins as your goal progresses
For Investors

Investor Property Plan

Built for homeowners with a rental or more than one property, with plans that account for a varied portfolio rather than a single primary residence.

Options designed around investment properties
Portfolio-friendly structuring across multiple homes
Consideration of rental income where applicable
Support from a team familiar with investor needs
Ability to review more than one property in a single plan
Premium Properties

Elite Property Plan

A more involved plan for higher-value homes and homeowners who want additional support at every step, from initial review through funding.

Options built for higher-value properties
Priority coordination from our team
Property restructuring paths where applicable
A dedicated advisor throughout the process
White-glove scheduling around your availability
Which Plan Fits Your Situation?

A starting point for your thinking.

This is meant only as a general guide. The appropriate plan ultimately depends on your individual circumstances and applicable eligibility requirements.

Just want to understand what your equity could offer? Foundational Equity Plan
Planning a renovation or consolidating expenses? Growth Equity Plan
Working toward a larger, longer-term goal? Premier Equity Plan
Own a rental or more than one property? Investor Property Plan
Own a higher-value or premium property? Elite Property Plan
A modern home with a welcoming front entrance
Ready To Talk It Through?

Let's find the plan that fits your situation

Speak directly with our team about which of the five equity plans may work best for you.

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