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    HAVEN WALLET · PRODUCT DIRECTION

    Help homeowners connect their finances, home records and goals.

    Bring the financial picture, important records and homeowner goals into one useful place, with the homeowner in control.

    Request a demo See how it works
    Your team stays close. The homeowner chooses the next step.
    HomeCoYour home, connectedJordan Lee
    Wallet

    Your home value and equity at a glance.

    Your home, in perspective
    $186,000Illustrative estimated equity
    Estimated home value $510,000Mortgage balance $324,000
    Example estimates, not an appraisal or available credit.
    Credit & account insightsChoose the information you connect
    Your choice
    Changes worth a closer lookSee the source behind each update
    Your home project
    $12,000 saved60% of your goal
    An example savings plan for a $20,000 project.
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    Haven Wallet · financial picture and planningProduct concept · fictional example
    The relationship at work

    The mortgage is one part of the picture.

    Home value, equity, savings, credit, household needs and future plans all influence a homeowner’s choices. We’re building Wallet to bring this information together, with a direct homeowner relationship and clear control over what homeowners connect and share.

    The homeowner journeyOne relationship. Many moments.
    1. 01The first mortgageA new place to begin
    2. 02Everyday ownershipPayments, questions, support
    3. 03A home that evolvesProjects and changing needs
    4. 04A plan for what’s nextPlanning and saving for future goals
    5. 05The next chapterThe next home or mortgage
    Your brand

    Your brand stays with the homeowner at every step.

    Product direction · homeowner control

    Keep records together. Put the homeowner in control.

    Mortgage documents, home records and connected financial information can make a plan more useful. We’re building Wallet to keep them in one place and let homeowners choose what to share, and with whom.

    HomeCoYour home, connectedJordan Lee
    Vault

    Your home, thoughtfully organized.

    Your information. Your choice.

    Keep records together and choose what to share.

    Mortgage statementSeptember 2026 · PDF
    Private
    Home insurance policyHome records · PDF
    Private
    Water heater warrantyHome improvements · PDF
    Private
    Sharing preferences
    Financial contextChoose which connected sources to use
    Manage
    A loan officer or providerReview the recipient and purpose first
    Ask me
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    Documents, preferences and controlProduct concept · fictional example
    Product direction · financial readiness

    Turn savings goals into a home plan.

    A first home or a future project starts with a practical question: what can I plan for? Bring savings goals, educational guidance and a path to a loan officer or selected provider together in one place.

    HomeCoYour home, connectedJordan Lee
    Plan

    Your first home starts here.

    A place of your own, one step at a time.

    Start with what you can save and what you want your monthly life to feel like.

    Down payment goal
    $20,400 saved68% of your goal
    Example savings goal: $30,000. Your plan can change with you.
    1. Find a comfortable monthly budgetUnderstand the whole cost of owning.
    2. 2
      Build your savings planA clear next milestone: 75%.
    3. 3
      Bring your loan officer into the planWhen you’re ready to talk.
    Powered by haven.tech.
    A first-home planning conceptProduct concept · fictional example
    01

    Understand the picture

    Show homeowners their financial information, with the source and limits of each number clear.

    02

    Explore a plan

    Help homeowners work through goals, savings and possibilities with transparent assumptions.

    03

    Choose the connection

    Let the homeowner decide when to involve a loan officer or selected provider, and what information goes with them.

    See how a homeowner’s request reaches the right team in the interactive demo.

    See how it works
    HAVEN WALLET · PRODUCT DIRECTION

    See how Haven could fit your business.

    Explore the Wallet product direction and the planning needs of your homeowners.

    Request a demo