Equity Advancer: What You Need to Know


Why choose equity advancer?

Equity Advancer is a smarter alternative to a traditional mortgage. It’s a first-position HELOC linked to a checking account. Your deposits are swept nightly to reduce your loan balance, helping you:

  • Build equity faster
  • Lower interest costs
  • Keep full access to your money
  • Adjust your payment automatically—no refinance needed

How do payments work?

Your scheduled payment adjusts automatically based on your loan balance. You can choose from:

  • Interest-only payments
  • Amortized payments
  • Even $0 payments (subject to available balance on line of credit)

No balloon payments. No hidden surprises.

How does the checking account work?

It’s a real checking account—FDIC-insured, with debit card, checks, and online banking. Your deposits reduce your balance that same night, cutting interest in real time.*

How quickly can I pay off my loan?

If your income consistently exceeds your expenses, you can reduce your balance and interest faster—without prepayment penalties or being locked into a fixed amortization schedule. During the initial HELOC phase (the first 10 years), you’ll have flexibility in how you pay down the balance. After that, any remaining balance transitions into a structured repayment plan, amortized over the following 20 years.

Can I use Equity Advancer on a free-and-clear home?

Yes—as long as the minimum draw requirement is met (typically $150,000). This is a great way to unlock liquidity from your equity—without a traditional loan structure.

Is my money safe?

Yes. Your funds are held with an FDIC-insured institution and are fully accessible through your checking account.

How is interest calculated?

Your rate is based on the 30-day compounded SOFR, updated monthly. Your personal rate depends on factors like loan size, property type, credit score, and LTV.

How does Equity Advancer save me money on interest if the rates are similar to other loans?

While Equity Advancer offers competitive rates, the real advantage is speed. Because your balance is reduced with every deposit, you pay interest on a smaller amount more quickly. Over time, this accelerated payoff can significantly reduce your total interest cost—often making the rate itself far less important than the repayment strategy.

Where is it available?

Equity Advancer is currently available in most states. Some restrictions apply—check with your loan officer to confirm eligibility.

How fast is funding?

Once closing documents are signed, loans typically fund within 5 business days.

What Many Borrowers Get Wrong

#1: The lowest interest rate always means the lowest cost.

Truth: It’s not just about rate—it’s about how quickly you reduce principal. Equity Advancer helps you save interest reducing your balance with every deposit.

#2: You need to refinance to lower your mortgage payment.

Truth: With Equity Advancer, your minimum payment adjusts automatically as your principal drops—no refinancing, closing costs, or starting over.

#3: Making extra payments on a traditional mortgage is just as effective.

Truth: Extra payments help—but that money is often locked in and unavailable. Equity Advancer sweeps deposits daily while keeping your funds fully accessible.

#4: HELOCs are only for short-term borrowing or emergencies.

Truth: Equity Advancer is designed as a long-term strategy to replace your mortgage—turning everyday cash flow into long-term savings and equity growth.

Ready to Stop Overpaying for Your Mortgage?

Smarter home financing starts here.

Reach out to a loan officer and explore how Equity Advancer can help you save interest, access your equity, and build wealth—faster.

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*After the interest payment for the month is made.