Tri Fold

The document describes three mortgage planning services: 1) The Personalized Mortgage Plan enables consumers to understand the total costs and benefits of different loan options to make the best financing decision; 2) The RateWatch Report provides ongoing monitoring of a mortgage's performance to determine if market changes warrant adjustments; 3) The Annual Equity Review takes an in-depth look at a mortgage's performance through assessing the homeowner's complete financial situation to optimize equity gains over time. These services empower homeowners to integrate their mortgage into their overall financial goals and plans.