Add home equity to your toolkit
Give your clients a way to access equity without losing their rate or taking on a payment. Refer with confidence: I shop every option, protect your relationship, and keep you in the loop.
Why refer to Homeport Equity
Independent broker
I shop multiple HEI investors and lenders to find the best terms for your client, not one product on a shelf.
Whole-picture approach
If a HELOC, second mortgage, reverse, or cash-out refinance is the better fit, I will say so and place it.
Fast, discreet process
I keep you in the loop and protect the relationship you have built. Recent placements funded in under 25 days.
No-obligation consultations
Low friction for your client to explore their options, with no pressure to move forward.
When equity is the missing piece
- “I have a lot of equity but I'm not sure how to use it.”
- “I'm self-employed and can't qualify for a HELOC.”
- “I want to pay off debt but I can't add another payment.”
- “I'm close to retirement and want to supplement income.”
- “I don't want to touch my low mortgage rate.”
- “I inherited a home and need liquidity fast.”
What advisors ask first
Which of my clients is a good fit for an HEI?
Equity-rich clients who do not want, or cannot take on, more debt. That includes self-employed owners who cannot easily qualify for a HELOC, pre-retirees protecting a low mortgage rate, and inherited-property owners who need liquidity while they decide what to do.
How does referring work?
Send your client to JJ for a no-obligation consultation. He reviews the situation, shops the options, and keeps you in the loop throughout. The relationship you built stays yours.
What if a HELOC or refinance is actually the better move?
Then that is what gets placed. An HEI is one tool of several. The whole-picture approach is the point: the goal is the right fit for your client, not a particular product.
Will this disrupt the client's existing mortgage?
An HEI adds no monthly payment and does not touch the client's existing mortgage rate. They keep their title and the majority of their equity.
How quickly can it fund?
Recent placements have funded in under 25 days, including a $90,000 HEI in 23 days and an $85,000 HEI in 18 days, with more than 200 HEI transactions funded to date.
Have a client who is equity-rich but stuck?
Call or email JJ for a no-obligation conversation about their situation. I keep you in the loop and protect the relationship.
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