What is Equity Access?
Homeowners who've paid down or paid off their mortgage often sit on six figures in equity. This play helps you connect with long-term owners who may want to turn that equity into cash—whether to cover expenses, retire debt, or fund retirement goals.The Right Audience
Owner-occupied homes with 20+ years of ownership and high equity. These homeowners tend to be older—but avoid targeting by age. Instead, focus on equity signals and tenure. This approach works well for reverse mortgage education or refinance conversations.Outreach Channels
Direct Mail builds trust through tangible communication. Email and Online Ads drive education and lead capture. Phone calls provide personal reassurance and address concerns directly.Measuring Success
Track requests for consultations, equity checkups, or download activity if using gated educational content. Over time, measure the pipeline conversion rate for owners who respond and later pursue reverse mortgages or equity-based products.