The Complete Homeowner Prosperity Ecosystem

We start with eliminating your PMI. Then we help you build wealth across every dimension of homeownership — from equity to insurance to estate planning.

8
Service Tiers
$300–$500
Monthly savings on PMI
876K+
FHA homebuyers annually

30%+ equity in your home

FHA loan currently in place

Ready to act within 90 days

Primary

PMI / MIP Elimination

The Core Service — Save $300–$500/Month

Qualifies: 30%+ equity, FHA loan, intent to act within 90 days

FHA loans originated after June 2013 carry permanent mortgage insurance that never drops off. We refinance you into a conventional loan, eliminating MIP entirely. For homeowners with 30%+ equity, this is often a no-brainer.

Key Benefits

  • Eliminate $300–$500/month in permanent MIP
  • Reduce total interest paid over the loan life
  • Access better interest rates with improved credit
  • Unlock equity for future financial goals
Tier 2

Cash-Out Refinancing

Unlock $50,000–$200,000+ in Home Equity

Qualifies: Minimum 20% equity remaining after cash-out

Once you've eliminated MIP, many homeowners have significant equity available. We help you access it strategically — for debt consolidation, home improvements, investment properties, or business capital.

Key Benefits

  • Access $50,000–$200,000+ in tax-free cash
  • Consolidate high-interest debt at mortgage rates
  • Fund home improvements that increase property value
  • Invest in rental properties or business ventures
Tier 3

Credit Repair & Optimization

Maximize Your Score Before You Refinance

Qualifies: Any homeowner looking to improve their rate

Credit score is the single biggest lever for mortgage rates. We use rapid rescoring, dispute resolution, and strategic credit optimization to maximize your FICO score before your refinance application.

Key Benefits

  • Rapid rescoring in as little as 72 hours
  • Dispute inaccurate items on all three bureaus
  • Strategic credit utilization optimization
  • FICO 10T and VantageScore 4.0 analysis
Tier 4

Insurance Optimization

Right Coverage at the Right Price

Qualifies: All homeowners welcome

Most homeowners are either over-insured or under-insured. We review your homeowner's, life, and umbrella insurance policies and connect you with vetted carriers who offer better coverage at lower premiums.

Key Benefits

  • Homeowner's insurance review and optimization
  • Life insurance needs analysis
  • Umbrella liability coverage assessment
  • Save $500–$2,000/year on premiums
Tier 5

Tax Strategy

Keep More of What You Earn

Qualifies: Homeowners with income tax liability

Homeowners have access to significant tax advantages that most people miss. We connect you with CPAs and tax strategists who specialize in real estate to maximize your deductions and minimize your liability.

Key Benefits

  • Mortgage interest deduction optimization
  • Property tax appeal assistance
  • Real estate investment tax strategies
  • 1031 exchange planning for investors
Tier 6

Solar & Energy Efficiency

Reduce Your Bills, Increase Your Value

Qualifies: Homeowners with good sun exposure

Solar installation can reduce or eliminate your electricity bill while increasing your home's value. We connect you with vetted solar partners and help you navigate PACE lien issues that may complicate refinancing.

Key Benefits

  • Vetted solar installation partners
  • PACE lien consulting and resolution
  • Energy efficiency assessment
  • Federal and state solar tax credit guidance
Tier 7

Estate Planning

Protect What You've Built

Qualifies: Homeowners with dependents or significant assets

The median first-time FHA buyer is 40 years old. That means estate planning is increasingly relevant. We connect you with estate attorneys for wills, trusts, and beneficiary designations to protect your home and assets.

Key Benefits

  • Revocable living trust creation
  • Will drafting and updates
  • Beneficiary designation review
  • Power of attorney documentation
Tier 8

Home Services & More

Complete Homeowner Support

Qualifies: All homeowners

From home warranty plans to auto refinancing, we've built a network of vetted service partners to support every aspect of homeownership. One relationship, complete coverage.

Key Benefits

  • Home warranty plans
  • Home maintenance programs
  • Auto loan refinancing
  • Preferred contractor network

Not Sure Where to Start?

Start with our free Home Health Calculator. In 2 minutes, you'll know exactly how much you could save by eliminating your PMI — and whether you qualify for our Green Light program.