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Finance program 07

Home Equity & HELOC

Screened on equity and occupancyConnect lenders with homeowners looking to borrow against their home, screened on estimated value, existing balance, and use of funds.

Discuss This Program →All Finance Programs
Qualification criteria

What makes a consumer qualified.

A starting list. Most buyers add, remove, or tighten criteria based on what they already know converts — and we adjust as results come in.

01Estimated home value
02Mortgage balance
03Amount requested
04Use of funds
05Occupancy
06Self-reported credit range
07State and ZIP code
08Contact verification
How screening works

Hard rules, then preferences.

Criteria are written with your sales team before launch and split into two lists: hard disqualifiers that are never delivered, and preferences we tune as volume and quality move. Leads that fail screening are not sent and are not billed.

Every lead is SMS-verified before delivery and carries a consent certificate, so your team calls real people who asked to hear from you.

Read: Mortgage and HELOC lead qualitySend us your criteria
Finance · Home Equity & HELOCExclusive
Estimated home value✓
Mortgage balance✓
Amount requested✓
Use of funds✓
Occupancy✓
Self-reported credit range✓
SMS verifiedConsent on fileLive transfer

Field set configured per buyer.

Included with every Home Equity & HELOC lead.

Qualified live transfer

Screened on the phone, then warm-transferred to your sales team.

Exclusive delivery

Delivered to your company alone and never resold.

Verified contact & consent

SMS-verified phone and a consent certificate on every lead.

Written replacement policy

What counts as invalid, the window, and the remedy — agreed before launch.

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Debt Resolution→ Merchant Cash Advance→ SBA Loans→ Business Lines of Credit & Equipment→ Personal Loans→ Mortgage & Refinance→ Tax Resolution→ Credit Repair→

Let’s fill your pipeline.

Tell us your vertical, programs, markets, and qualification standards. We’ll show you what a campaign would look like for your team — and tell you plainly if a market can’t support it.