Cash Out & Debt Consolidation Opportunities
Some people take cash out to pay debt. Some do it to remodel a home. Whatever the case may be, this is the best way to organize all of those people into one nice list.
This list takes your past clients who started off below 80% LTV and have a good chance at taking some cash out in the form of HELOCs or regular cash-out refinances.
Let them know about the current value of the home, how much equity they have, and what options could be available if they're interested in taking cash out. You know what to do!!!
As always, be sure to ask if any friends or family are buying, selling, or refinancing!
Two Ways To Get This Smart List Added
Done For You: Email [email protected]
Subject Line: Smart Lists
Body: Debt consolidation smart list (include any other lists you may need)
Do It Yourself (quickest): All you need to do is add filters & save them as a new list within the contacts tab
Click here to watch the video showing how to create filter and then save as a list. Below are the required filters for each Smart List
Filters:
EPO Date more than 1 day ago
Loan funded more than 180 days ago
LTV lesser than 80%
SAVE AS NEW LIST & NAME IT