The Wealth Builder Program

Unlock the equity you've already built.

The Wealth Builder is a First Lien HELOC — a revolving line of credit secured by your home that takes the place of a traditional mortgage. Use it to buy, refinance, or put your equity to work — with combined exposure up to $3.5M and a 30-year draw period.

Streamlined purchase process

Not a TRID loan for purchase-money use. Refinance or cash-out HELOCs secured by a principal dwelling generally include a three-business-day right of rescission.

Flexible Access

30-year draw period — tap equity when you need it, no reapply.

No Prepayment Penalty

Pay it down early or often. Interest accrues daily on the balance.

Up to $3.5M

Combined exposure across primary, second home, and investment.

For Buyers & Homeowners

Three ways to put it to work.

Buy a Home

Use Wealth Builder as your primary mortgage to purchase your next home — with less paperwork and fewer waiting periods.

PRIMARY · 2ND HOME · INVESTMENT

Tap Your Equity

Refinance to unlock cash from your home's equity for renovations, tuition, debt consolidation, or other goals.

RATE/TERM + CASH-OUT

Grow Your Portfolio

Use it on second homes and investment properties — build wealth across up to 3 properties (one per occupancy type).

1-4 UNIT PROPERTIES

90%

Max LTV available for qualified primary residence buyers

$3.5M

Maximum combined exposure across up to 3 properties

30 yr

Draw period — access your equity for decades, not years

Ready to make your equity work harder?

Connect with a Wealth Builder specialist to see how a First Lien HELOC can replace your mortgage and unlock the equity you've already built.

All loans subject to credit approval, program guidelines, and property eligibility. This is not a commitment to lend. Equal Housing Opportunity.