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How To Find Out If Your Client Has HELOC

The document outlines a conversational approach to inquire if a client has a Home Equity Line of Credit (HELOC). It includes a dialogue where the speaker expresses personal financial progress and seeks assistance for a project that requires a HELOC. If the client does not have a HELOC, the speaker suggests checking if they have a mortgage to explore opening a HELOC.

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ezekieluani13
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502 views3 pages

How To Find Out If Your Client Has HELOC

The document outlines a conversational approach to inquire if a client has a Home Equity Line of Credit (HELOC). It includes a dialogue where the speaker expresses personal financial progress and seeks assistance for a project that requires a HELOC. If the client does not have a HELOC, the speaker suggests checking if they have a mortgage to explore opening a HELOC.

Uploaded by

ezekieluani13
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Heloc Update Format

Step 1:How to find out if your client


has heloc

You :My love…How are you doing?


Client:I’m good ,Whatsup?
You:I’m great thanks ..Feeling really good
and happy today 😁
Client:Lol…Why are you happy?
You:Lately, I’m about making some
significant financial progress, which
makes me want to ask you if you have an
equity line of credit?...
Client:Why do you ask?
You:My friend is an interior designer and I
have been telling him that I love his line of
work and would love to join and he ginally
agreed …And introduced me to his work
place
So I’ve been contracted to supply interior
furnishing materials for a major project but
I need some help.
Client:What type of help?
You:It requires that you have a Home
equity line or credit…Do you have it
babe?

If the client talk say em no get heloc…


Just ask am 👇
But babe do you have a mortgage on your
house?

If em say yes..Tell me so we can open the


heloc for am

If the client says yes


Send me a message asap let’s work
@wasma14 on Instagram

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