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LUKE ROASSTKNOW MY NAME. KNOW MY NUMBER.

YOUR PROPERTY. YOUR EQUITY. YOUR NEXT STEP.

You’ve built equity.
Let’s explore
your options.

A home equity line of credit and a home equity investment work differently. I’ll help you compare the monthly commitment, the costs, and what you may owe later.

Start with an inquiry. No documents or credit pull at this step.

For eligible homes and rental properties in
California · Florida · Tennessee · Washington

START WITH WHAT MATTERS TO YOU

What could your equity help you do?

Using property equity to pay other debts creates a new obligation secured by your property. Compare both the monthly impact and the total cost.

TWO OPTIONS. DIFFERENT COMMITMENTS.

Look beyond the cash you receive.

How you pay for it—and when—matters just as much.

HELOC

A loan balance.
Monthly payments.

A home equity line of credit lets you borrow against eligible property equity and repay the amount drawn plus interest.

How repayment works
Principal-and-interest payments from the start. Your rate, term and amount drawn shape the payment.
The program I review
A full initial draw at a fixed rate. Later draws have their own terms; card purchases can have a variable rate.
What we’ll look at
Income, credit, existing debt, available equity, property use and ownership.
The tradeoff
A new monthly commitment and interest/fees, without an agreement to share the home’s future value.
Discuss a HELOC ↗

HEI

No monthly HEI payment.
A future settlement.

A home equity investment provides funds in exchange for an agreed share of the home’s future value.

How settlement works
A later lump-sum payment based on the agreement and the home’s value, subject to a contractual cap.
What continues
You still pay your existing mortgage, property taxes, insurance and upkeep.
What we’ll look at
Equity, credit, liens and property eligibility. This option may help when income qualification or credit limits traditional borrowing.
The tradeoff
No monthly HEI payment, but potentially substantial settlement costs and less equity left for you later.
Help me compare both ↗

Both options place a lien on your property. Failure to meet the agreement’s obligations can put the property at risk. Availability and approval depend on your complete situation.

A CLOSER LOOK AT THE HEI

No monthly payment
doesn’t mean no cost.

The share applies to the home’s total value when you settle, not simply to how much the home has appreciated.

You can owe more than you received even if the property’s value stays flat—or declines.

See an example ↓
  1. 1

    Receive funds today

    Your net cash is the investment minus fees, costs and any required payoffs.

  2. 2

    Keep up your home obligations

    No monthly HEI payment. Your existing mortgage, taxes, insurance and maintenance continue.

  3. 3

    Plan for the settlement

    Pay the contractual amount by maturity or an earlier trigger, such as a sale. Other permitted payoff or refinance options depend on your agreement.

Your exit plan matters. A future refinance is not guaranteed. If other funds or financing aren’t available when settlement is due, you may need to sell the property.

ILLUSTRATION, NOT AN OFFER

What might a later settlement look like?

One hypothetical investment. Four possible exits. These are examples, not forecasts.

STARTING HOME VALUE $1,000,000GROSS INVESTMENT $100,000ASSUMED FUTURE VALUE SHARE 20%

At a 4.99% origination fee: $95,010 before other costs and required payoffs. The gross investment is not your cash in hand.

Share of future value$206,00020% × the settlement home value
Contractual cap illustration$119,55017.99% annual rate, compounded monthly
Lower of the two amounts$119,550Illustrative settlement after 1 year
See the assumptions and math

Assumed gross investment: $100,000, or 10% of the starting home value. Assumed contractual share: 20%. Share amount = settlement home value × 20%. Cap amount = $100,000 × (1 + 0.1799 ÷ 12)months. The illustration uses the lower amount.

This is not an APR or personalized payoff quote. Figures are rounded and exclude other fees, costs, required payoffs and contract adjustments. Your actual offer, valuation, term, split and settlement rules may differ.

GOOD QUESTIONS TO ASK

Let’s make the
differences clearer.

You can ask about both options without committing to either.

Start a conversation ↗
What if my credit is below 620?

An HEI may be worth reviewing. The program I review can consider scores as low as 500, with tighter equity limits at lower scores. Credit alone doesn’t establish eligibility: state, property value, existing liens, credit history and other requirements still apply.

Can I keep my current mortgage?

Potentially. Either option may sit behind an existing mortgage if the property’s equity and liens allow it. Some situations require paying off an existing lien. We’ll compare the actual proposal.

Can I use equity in a rental property?

Certain non-owner-occupied properties may be reviewed, with different credit, equity and ownership requirements from a primary home. I’ll review the equity options and their requirements with you. This page serves properties in California, Florida, Tennessee and Washington.

Is this HELOC interest-only?

No. The program described here requires a full initial draw and principal-and-interest payments from the start. It is not an unused standby line at origination. Additional draws have their own terms and are subject to the agreement.

When do I have to settle an HEI?

Your written agreement sets the maturity and any earlier triggering events, such as selling the property. We’ll review the proposed term and permitted payoff options together. Don’t assume every HEI has the same term.

Can I settle early or refinance later?

The HEI program described allows early settlement without a prepayment penalty, but the contractual repurchase amount and applicable costs still apply. A future refinance is not guaranteed; it requires its own qualification. We’ll review the written terms before you choose.

Does this first step affect my credit?

No. This website inquiry does not run credit or submit a provider application. If you choose to pursue the HEI, signing its later application documents triggers a hard credit inquiry, which can affect your score. I’ll explain that step before you proceed.

Which option costs less?

That depends on the actual terms, the amount you receive, how long you keep it, and—for an HEI—the home’s value at settlement. We’ll compare fees, monthly obligations and potential exit amounts. A lower monthly payment is not necessarily a lower total cost.

Can I use equity for repairs or improvements?

Tell me what you plan to do and whether work has started. The property’s condition and project timing affect which options are available. The HEI option generally requires a habitable home without active major construction; certain essential repairs may qualify for a limited repair holdback. We’ll review the project before you apply.

Will I receive the full approved amount as cash?

Not necessarily. Fees, required debt or lien payoffs, and any approved repair holdback can reduce the cash available to you. We’ll compare the amount you receive with the total loan or investment amount before you choose.

What will I need if I decide to apply?

No documents are needed for this first inquiry. If you proceed, I’ll give you a checklist for your situation, which can include identification, mortgage statements and insurance information. The property may also need a valuation, photos or an inspection.

YOUR NEXT STEP

Tell me what you
want your equity
to do for you.

You don’t have to choose a product yet. Let’s review whether a HELOC, an HEI, both, or another path is worth exploring.

01   Share a few details.

02   Compare options with Luke.

03   Choose whether to apply.

California · Florida · Tennessee · Washington
Luke Roasst · NMLS# 2311093
Edge Home Finance, LLC · NMLS# 891464

YOUR EQUITY INQUIRY

  1. 1. Your goal
  2. 2. Your property
  3. 3. Your conversation

Start with your property and goal.

The property you want to use for equity may be different from the property you plan to buy.

We review requests starting at $50,000. Your cash in hand can be lower than the loan or investment amount after costs and required payoffs.

This is not a loan approval or commitment to lend.