The following guests sit down with host Justin White:

•   John Kresevic – CEO, JFQ Lending
•   Roger Moore – Founder and President, Loan Pronto


Adding HELOCs to your menu of product offerings will help your business now and in the future

With home equity levels at all-time highs, HELOCs give borrowers an opportunity to access that equity without having to refinance their first mortgage. How can independent mortgage brokers sell HELOCs to boost their volume now while also setting themselves for success down the road? Listen to Episode #25 of Good. Better. Broker. as we talk with the leaders of two companies who have embraced HELOCs as part of their business.

In this episode of the Good. Better. Broker. podcast, you’ll learn how to strategically add HELOCs to your product offerings.


In this episode, we discuss ...

•   1:55 – Why John believes HELOCs are a good option in this market
•   2:55 – John on the appeal of a HELOC for borrowers
•   4:00 – How John assesses which of his clients could be a fit for a HELOC
•   5:40 – How JFQ Lending plans to turn HELOCs into future business
•   7:20 – John’s advice on how to approach client questions on HELOCs
•   9:28 – John’s advice on how to originate HELOCs as seamless as possible
•   12:11 – Roger on why HELOCs are an attractive option for borrowers
•   12:57 – How Loan Pronto’s HELOC product has performed since its rollout
•   13:50 – Roger on how HELOCs can help you stay in front of clients
•   15:04 – How HELOCs can give your business momentum in this market
•   16:52 – Roger on how to sell a HELOC to a borrower
•   18:57 – How Loan Pronto plans to turn HELOCs into future business
•   20:39 – Why originators need to embrace HELOCs as part of their business


Show Contributors:

John Kresevic
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Roger Moore
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Justin White is UWM’s in-house brand journalist and the host of the daily news video, Inside Pass. He creates engaging content across multiple platforms to promote the benefits of the wholesale channel and partnering with UWM. A seven-time Emmy-award winner, Justin is a graduate of the S.I. Newhouse School of Public Communications at Syracuse University.

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