Estate planners
Debt free equity access for clients, with the heirs’ share protected from compounding interest.
Partner program
Partners help seniors
access home equity.
Debt free.
The family keeps a share.
Seniors receive cash and stay home for life. The heirs’ retained share is protected from compounding loan interest.
Not a reverse mortgage. Not a HELOC. Not a loan.
Submit a senior casePartner with HomeInherit
Why partners refer seniors
Financial advisors
Clients unlock cash for their needs and additional funds their advisors can help manage.
Real estate agents
Eligible referral commissions at closing, paid through their brokerage.
Senior organizations
A debt free funding option that helps clients stay home for life.
For senior care providers, day care operators and community organizations.
The ideal senior case
- Homeowner age 70 or older
- A home in South Florida
- A need for cash
- A preference to stay home
- No desire to take on debt
- Family or advisors may be involved
What the cash can cover
- Medical costs
- Home repairs
- Living expenses
- Family support
- Existing obligations
- Retirement needs
The family keeps a share.
The senior sells part of the home’s future inheritance. The agreement protects a retained share of net sale proceeds for the family, without compounding loan interest.
When the life estate ends, the home is sold through the agreed process. The investor and heirs receive their respective shares under the agreement.
Partner compensation
Eligible referral compensation is paid at closing through the proper channel for the partner’s license type. Licensed agents are paid through their brokerage.
Full details are in the partner agreement.
HomeInherit handles
the transaction.
Partners bring the relationship. HomeInherit handles review, pricing, senior education, documents and closing.
A real person reviews each case. The homeowner, family and advisors can remain involved, and the partner stays informed.
What does it cost the senior to explore this?
There is no cost to explore. The senior receives a written offer before deciding.
How is the offer determined?
The offer considers the property value, covered homeowners’ ages and the inheritance share sold.
Who explains the transaction?
HomeInherit walks the homeowner, family and advisors through the process at their pace.
Can the partner remain involved?
Yes. The homeowner decides how much support they want from the partner.
When is eligible compensation paid?
At closing, as set out in the partner agreement. Licensed agents receive payment through their brokerage.
Facilitate Home Inheritance Access
Introduce a senior case.
HomeInherit reviews the property and helps the family understand the option.
Submit a case