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Cash-Out Upgrades

What is Cash-Out Upgrades?

Many homeowners are tapping into equity through cash-out refis or HELOCs to invest in remodels, additions, or upgrades. This play connects you with financially ready households seeking a trusted contractor to guide projects that enhance comfort, function, and long-term value.

The Right Audience

Homeowners with a recent cash-out refinance or HELOC, 5+ years of ownership, and properties in mid- to high-value ranges. These households have financing in place and are motivated to remodel. Apply Estimated Equity % as an optional filter when prioritizing larger upsell opportunities beyond the HELOC budget.
2nd Purpose: Cash Out, ELOC Purchase Date: to: 2020 Est Equity %: 30+ Type: Single Family Owner Occ?: Yes 2nd Rec Date: Last 180 Days Est Value: 500000+

See How Many Cash-Out Upgrades Are in Your Market

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The Right Message

Speak to their readiness to act and your ability to deliver. Emphasize trust, design expertise, and the opportunity to turn equity into lasting improvements. Show how equity can unlock more possibilities— premium finishes, energy-efficient upgrades, outdoor living spaces, or bundled remodel projects—positioning you as the contractor who helps them maximize every dollar.

Key Themes

Position as trusted advisor for remodels
Highlight financing readiness through equity
Upsell premium, bundled, or efficiency upgrades

Calls to Action

Schedule a free design consultation
Download a Remodel Planning Guide
Explore value-boosting project options

Browse Cash-Out Upgrades Templates in our Marketplace

Outreach Channels

Direct mail and email introduce the opportunity and build trust. Phone outreach and in-person consultations close high-value projects by fostering relationships. Online ads can broaden awareness in targeted neighborhoods. SMS should only be used for warm|opted-in homeowners to confirm interest.

Recommended

Direct Mail
Email Marketing

supporting

Phone Outreach
Online Ads
Door Knocking
SMS

Measuring Success

Track consultations booked, average project size, and close rates. Monitor the timeframe between equity event and signed contract to refine timing for outreach.