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Product Spotlight

Equity Select: Financial Flexibility, Redefined

A proprietary home equity line of credit with minimum payments as low as 1% annually, a 40-year term, capped payments, and non-recourse protection. A smarter way to borrow against your home.

Modern home representing financial flexibility
Why Equity Select?

Access Your Equity With Payments That Work for You

Equity Select gives you more control over managing retirement finances with minimum monthly payments that adjust based on your balance — keeping payments manageable regardless of how much you draw.

Unlike traditional HELOCs that require full interest-only payments and can recast to principal and interest, Equity Select offers minimum payments as low as 1% of your annual balance with a built-in cap that protects you from payment surprises.

With a 40-year term and non-recourse protection, you or your heirs never owe more than the home is worth.

Elegant home exterior

How the Numbers Work

Minimum payments scale with your balance — borrow more, pay a little more. Borrow less, pay less.

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Borrow $150,000

Minimum payment starts at just $125/month with the 1% annual option.

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Borrow $500,000

Minimum payment starts at just $417/month. Scale up as needed.

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Borrow $1,000,000

Minimum payment starts at just $834/month. Ideal for high-value properties.

Key Features

Built for Predictability

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Capped Payments

Monthly payments are capped for up to 40 years. Even if rates rise, your payment won't exceed the cap set at application.

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Non-Recourse Protection

You or your heirs never owe more than the home is worth — the same protection offered by FHA-insured HECM products.

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5 Payment Options

Choose from five different minimum payment schedules to match your cash flow needs. Pay more anytime without penalties.

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No Prepayment Penalties

Pay more than the minimum whenever you want. Pay it off early if your situation changes. No penalties, no surprises.

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7-Year Draw Period

Access your credit line during the first seven years. Draw what you need, when you need it, up to your approved limit.

Streamlined Qualification

Credit score minimum of 650. No traditional income-based debt-to-income ratios. Online video counseling instead of in-person.

"Equity Select is designed for homeowners who want access to their equity with clarity and control — not the constraints of a traditional HELOC."

Is Equity Select Right for You?

Let's walk through the numbers for your situation. A quick conversation will tell you whether this product fits your goals.

Book a Time With Perry

Or call: 516-851-0696