How it works

Access up to 20% of your home's value

The smart way to share family wealth, with no monthly payments

How it works

Access up to 20% of your home's value

The smart way to share family wealth, with no monthly payments

How it works

Access up to 20% of your home's value

The smart way to share family wealth, with no monthly payments

A simple approval process focused on your home's value, not your income

No loans, no monthly payments, no taxes, and no impact on your retirement

Available to homeowners of all ages to help their children get ahead

Flexible qualification, you don't need perfect credit to share your wealth

A simple approval process focused on your home's value, not your income

No loans, no monthly payments, no taxes, and no impact on your retirement

Available to homeowners of all ages to help their children get ahead

Flexible qualification, you don't need perfect credit to share your wealth

A simple approval process focused on your home's value, not your income

No loans, no monthly payments, no taxes, and no impact on your retirement

Available to homeowners of all ages to help their children get ahead

Flexible qualification, you don't need perfect credit to share your wealth

How it works

With a Forward Advance, you receive cash in exchange for a portion of your home’s future value.

1

Apply online

It’s free, fast, and easy. See if you prequalify in just a few minutes.

2

Get an estimate

Get a custom offer based on your home's value and equity.

3

Receive your funds

Once approved, get cash in as little as 3 weeks*.

4

Gift to your children

Support their dreams, keep your financial independence.

5

Settle on

your terms

You have up to 30 years or until you sell to settle the Advance.

Forward Advance vs. traditional loans

Understand how a Forward Advance compares to traditional lending options when it comes to accessing your home equity to support your children.

No monthly payments

No debt-to-income requirements

No income requirements

Fast funding

Age eligibility

Flexible qualification criteria

Forward

Home equity loan

HELOC

Cash-out refinance

Reverse mortgage

Why choose Forward Advance?

Maintain ownership

Live in your home as long as you want with full control of your property

Smart wealth transfer

Tax-free funds to support your children’s major life milestones

Simple qualification

Qualify based on your home’s value, not your income or credit score

Family finance tools

Help your children track and manage their financial decisions

Family stories

The Mendosa Family

Queens, NY

"Forward's tools have opened up honest conversations about money in our family. It's not just about the loan, but about building financial responsibility together."

The Smith Family

Boston, MA

“Forward allowed us to help our daughter buy her first home without touching our retirement savings. It's given us peace of mind knowing we could make a difference in her life today.”

The Williams Family

Newton, MA

“We compared Forward Advance to a HELOC when we wanted to help our daughter start her business. The no-monthly-payment feature of the Forward Advance really sealed the deal for us.”

FAQ

What does Forward do?

What’s the difference between a Forward Advance and a Loan?

What’s an HEI?

Who can use a Forward Advance?

How long do I have to settle a Forward Advance?

What is the process for getting started?

What if I want to help multiple children fairly?

Will this affect my ability to stay in my home?

What are the tax implications of gifting to my children?

How does Forward’s Family Finance platform work?

What does Forward do?

What’s the difference between a Forward Advance and a Loan?

What’s an HEI?

Who can use a Forward Advance?

How long do I have to settle a Forward Advance?

What is the process for getting started?

What if I want to help multiple children fairly?

Will this affect my ability to stay in my home?

What are the tax implications of gifting to my children?

How does Forward’s Family Finance platform work?

What does Forward do?

What’s the difference between a Forward Advance and a Loan?

What’s an HEI?

Who can use a Forward Advance?

How long do I have to settle a Forward Advance?

What is the process for getting started?

What if I want to help multiple children fairly?

Will this affect my ability to stay in my home?

What are the tax implications of gifting to my children?

How does Forward’s Family Finance platform work?

Copyright © 2024 Forward Financial

All rights reserved.

Legal Disclaimer

The content on this site is for informational purposes only and does not constitute financial, legal, or investment advice. Products like Forward Advance, Forward Equity Loan, and Forward Family Loan are subject to eligibility. Please consult a financial professional before making any decisions. Forward is not a mortgage lender or broker. Full terms and conditions apply.


Terms of Service

By using this site, you agree to Forward’s Terms of Service. Eligibility for products and services is subject to verification. Forward reserves the right to modify its offerings, terms, and content at any time. Misuse of the website or violation of the ToS may result in the termination of your access.


Privacy Policy

We value your privacy. Forward collects personal data to enhance your experience on our platform and process your application. Your information will not be shared without your consent, except as required by law. To learn more about how we protect your data, review our Privacy Policy.

Copyright © 2024 Forward Financial

All rights reserved.

Legal Disclaimer

The content on this site is for informational purposes only and does not constitute financial, legal, or investment advice. Products like Forward Advance, Forward Equity Loan, and Forward Family Loan are subject to eligibility. Please consult a financial professional before making any decisions. Forward is not a mortgage lender or broker. Full terms and conditions apply.


Terms of Service

By using this site, you agree to Forward’s Terms of Service. Eligibility for products and services is subject to verification. Forward reserves the right to modify its offerings, terms, and content at any time. Misuse of the website or violation of the ToS may result in the termination of your access.


Privacy Policy

We value your privacy. Forward collects personal data to enhance your experience on our platform and process your application. Your information will not be shared without your consent, except as required by law. To learn more about how we protect your data, review our Privacy Policy.

Copyright © 2024 Forward Financial

All rights reserved.

Legal Disclaimer

The content on this site is for informational purposes only and does not constitute financial, legal, or investment advice. Products like Forward Advance, Forward Equity Loan, and Forward Family Loan are subject to eligibility. Please consult a financial professional before making any decisions. Forward is not a mortgage lender or broker. Full terms and conditions apply.


Terms of Service

By using this site, you agree to Forward’s Terms of Service. Eligibility for products and services is subject to verification. Forward reserves the right to modify its offerings, terms, and content at any time. Misuse of the website or violation of the ToS may result in the termination of your access.


Privacy Policy

We value your privacy. Forward collects personal data to enhance your experience on our platform and process your application. Your information will not be shared without your consent, except as required by law. To learn more about how we protect your data, review our Privacy Policy.