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Home Equity Line of Credit

What is Home Equity Line of Credit?

A HELOC lets homeowners turn equity into flexible, low-cost credit for renovations, investments, or emergencies—without touching their first mortgage. It’s a smart way to access cash only when needed, often at rates far below credit cards or personal loans.

The Right Audience

High equity owners (approx. 30%+ equity) with no recent second mortgage who want liquidity for renovations, debt consolidation, education, or investments. Prioritize borrowers comfortable with variable rates and strong income to qualify for attractive terms.
1st LTV %: <70 2nd Rec Date: to 2023

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The Right Message

Position the HELOC as smart, controlled access to cash: draw as needed, repay, draw again. Emphasize lower rates versus credit cards, potential tax advantages—consult a pro—and no need to disturb a favorable first mortgage. Keep it simple, transparent, and focused on outcomes.

Key Themes

Unlock equity without refinancing
Borrow only what you need
Lower rates than credit cards

Calls to Action

Schedule a free equity review
Start your HELOC application
Request your personalized HELOC estimate

Browse Home Equity Line of Credit Templates in our Marketplace

Outreach Channels

Use Direct Mail to present a personalized equity estimate and common use cases. Follow with Email to educate on draws|repayments|and rate considerations. Phone Outreach handles questions and helps complete applications. Online Ads retarget engaged owners and capture inmarket searchers; add QR codes to mailers.

Recommended

Door Knocking
Email Marketing
Phone Outreach

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Online Ads

Measuring Success

Track applications, approvals, funded lines, and timetofunding. Monitor total line amount, initial utilization within 90 days, and repeat draws over 12 months. Measure refinance or crosssell lift from HELOC clients and customer satisfaction after first draw.