Скачать или смотреть HELOC Reset Script for Loan Officers: Turn HELOC Resets Into Refi Deals

HELOC reset outreach starts with your past client database — and this is the message that works.

In this episode of Insights with A&D Mortgage, Carl White shares a proven way to reconnect with borrowers who may be headed for a major HELOC payment spike:

“Hey, your HELOC might be getting ready to get a lot more expensive. You don’t have to wait for a surprise in your monthly payment. Let’s take a look at it now.”

This kind of proactive message:
Builds trust
Uncovers refinance opportunities
Helps clients eliminate uncertainty
Shows your value as an advisor — not just a closer

🎯 Don’t wait for clients to feel the pressure. Reach out now, before they realize they need help.

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