Turn the strategy into
your numbers.
H.E.A.P.™ software takes the mortgage-acceleration concept off the page and turns it into a working illustration based on real household cash flow, debt, and mortgage information.
Watch the H.E.A.P.™ software in action.
The original instructional video walks through the software and shows how financial information is used to illustrate the H.E.A.P.™ strategy.
Choose the experience built for you.
The professional software and homeowner experience serve different needs. You should not have to figure out which old software or app page applies to you.
I want to use H.E.A.P.™ for myself.
Start with the consumer experience. You can learn the strategy, run a quick illustration, and create your H.E.A.P.™ account without needing professional advisor software.
- Use your own mortgage information
- Organize household income and expenses
- See how the strategy may affect your payoff path
- Adjust information as your situation changes
I want to illustrate H.E.A.P.™ for clients.
The advisor software is intended for professionals who want to demonstrate H.E.A.P.™ and work through client budgeting and mortgage scenarios.
- Financial planners and advisors
- CPAs and tax professionals
- Insurance professionals
- Mortgage professionals and Realtors
What the software helps you do.
Enter the Household Picture
Mortgage details, income, debts, recurring expenses and everyday cash needs provide the foundation for the illustration.
Model the H.E.A.P.™ Strategy
The software organizes the information so you can see how available cash flow may be applied more efficiently against mortgage debt.
Review the Scenario
Compare the illustration, understand the assumptions, and decide whether the strategy makes sense for your household.
Don't begin with software.
Begin with your mortgage.
Run a quick H.E.A.P.™ illustration first. If you want to continue, the site can then guide you into the homeowner account or professional advisor path.