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Make Your Home More AffordableAs you work on your saving and budgeting skills, you may qualify for up to $10,000 in matching funds from Summit for money you put in a dedicated HomeSaver account. What a boost toward your down payment and closing costs for a Summit mortgage!
HomeSaver Match is a custom, empowering journey to homeownership and control of your overall finances – one that includes free one-on-one financial coaching, self-directed learning and guidance from Summit.

Your Step-by-Step to the HomeSaver Match Path

  1. Let us know you’re interested by filling out the form below. Once we hear from you, we’ll get in touch with more details and next steps. As a heads up, the program takes about 6-12 months for most participants, but you’d have up to 24 months to complete it.
  2. Open a HomeSaver account with Summit. We'll match up to $10,000 you save in this account as long as you use it for down payment or closing costs on a Summit mortgage. The more you save, the more the Summit match – which means more money down on your home!
  3. Gain knowledge that helps you save for a down payment on a home AND build long-term financial security. These insights you can act on come from the program’s side-by-side learning approaches below:
    1. Work one-on-one with a Summit Financial Coach. You’ll meet with your coach to talk through your goals and create an individualized plan, with recommendations to help you understand the exact steps you can take to get where you want to be.
    2. Complete 5 designated financial education courses. Your activity-based, online courses will take about 4 hours in total, though you can do them right from home on your schedule. You’ll get valuable insights on budgeting, prioritizing your savings and building wealth – not only helping you save more for your down payment on a home but improving your overall relationship with money. Your coach is available to answer your questions along the way and help you apply what you learn.
  4. Confirm program completion in your final coach review meeting. Once you’re done with your courses, your coach will meet with you to confirm you’ve met your goals and program criteria, taken positive steps to put yourself in a strong financial position, and gotten the knowledge and tools you need for financial success. Then you’re awarded a program certificate, and your Summit Mortgage Loan Officer submits your mortgage application for review!
  5. Get your Summit savings match when you close on a Summit mortgage. If you’re approved for a Summit mortgage, and you close within a year of finishing your HomeSaver Match program, Summit will match up to $10,000 of the money you put into your HomeSaver account.

Ready to Team Up to Build Your Down Payment?

Fill out the form below to let us know you’re interested in our HomeSaver Match path. This program could be your chance at a faster path to a home you love!
**Due to program eligibility requirements, participation in the HomeSaver Match path is not guaranteed by completing this form. The Women Build Equity team will be in touch with more details and next steps once we receive your form.
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