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Recent Cash Out

What is Recent Cash Out?

Many homeowners use cash-out refis or HELOCs to fund upgrades, reduce expenses, or boost property value. Solar is a natural fit— delivering comfort, lower bills, and long-term ROI. This play positions solar as the smart reinvestment for those who’ve recently accessed their equity.

The Right Audience

Homeowners in mid- to high-value neighborhoods who have completed a cash-out refinance or opened a HELOC in the past 6–12 months. Prioritize owner-occupied homes with high equity, larger square footage, and moderate to high electricity rates.
Type: Single Family Owner Occ?: Yes Est Equity %: 40+ 2nd Purpose: Cash Out, ELOC 2nd Rec Date: Last 180 Days

See How Many Recent Cash Out Are in Your Market

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The Right Message

Respect that they may be weighing multiple options for their equity. Position solar as one of the few upgrades that pays back every month, delivering savings and adding value. Keep messaging consultative— offering guidance, not pressure. Reinforce that it’s about making a smart, future-focused decision.

Key Themes

Position solar as an ROI-driven home upgrade
Highlight monthly savings + property value boost
Offer guidance, not sales pressure

Calls to Action

Schedule a free solar consultation
Download a Solar ROI Guide
Try a savings calculator for your property

Browse Recent Cash Out Templates in our Marketplace

Example Templates

Outreach Channels

Direct mail and email work best to introduce solar as a cost-saving option. Follow up with phone outreach where possible to offer a personalized consultation. Online ads can reinforce awareness in targeted loan-event neighborhoods.

Recommended

Direct Mail
Email Marketing

supporting

Phone Outreach
Online Ads
SMS

Measuring Success

Track response rates by loan recency and home size. Monitor solar consultation bookings, savings calculator downloads, and conversion into signed installs.