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HELOC Programs

Provide eligible clients with home equity line of credit options.

Provide eligible clients with home equity line of credit options.

Problem it solves

Equity requests leave the relationship and go to a bank.

Why it matters to the loan officer

Serve the client without sending them elsewhere.

How it helps the client

Access to equity without disturbing a first mortgage.

How it helps referral partners

A resource for renovation and consolidation conversations.

Real-world example

A past client funds a renovation instead of refinancing a low first mortgage.

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