Cash-Out & HELOC Education
Explain what the equity could do — and what it costs to use it.
An education-first campaign for high-equity California owners in your network: how a cash-out refinance and a HELOC differ, and where each fits for debt consolidation, renovation, or buying an investment property. Financing is always subject to qualification.
Included with membership
The homeowner signal behind it.
High-equity owners already connected to you — past clients, sphere, agent-partner referrals, and consented web inquiries.
Everyone on the list is a real household in your market, reached in plain language. We describe the situation, never a person's private business.
Done for you, under your name.
Sourced and DNC-scrubbed
We build the list for your market from public and permissioned signals, then scrub it against Do Not Call and suppression rules before a single message goes out.
Multichannel outreach through your CRM
Text, email, voicemail, and optional print run on a cadence inside your own CRM — under your name, with your license ID on first-contact material.
Handoff when they engage
The moment someone replies or books, the sequence pauses and the conversation lands in your inbox with the full history attached. You take it from there.
What the message says.
Every word is reviewed before it ships. The offer is information and licensed real estate services — nothing more is promised.
A side-by-side explainer with the tradeoffs stated honestly, plus an offer to run their numbers if they want. No promises about approval, amount, or terms. Our California mortgage marketing is built for the post-2026 trigger-lead environment — consent and relationship based, never purchased credit triggers.
- · Identifies you by name, brokerage, and license ID on first contact
- · Equal Housing on every piece
- · Clear opt-out in every message
Built for this market.
California equity positions are among the largest in the country, and most owners have never had the two products compared for them in plain language.
Questions agents ask first.
Is this a rate campaign?+
Does it pair with the agent side?+
Run Cash-Out & HELOC Education in your market.
Tell us where you work. We'll set the campaign up in your account and confirm your launch window.
[GHL_EMBED: campaign-cta-form]By submitting, you agree to receive calls and texts about your request. Consent is not a condition of purchase.
Campaign availability varies by market, data availability, and applicable California compliance requirements. Examples shown are illustrative.