Your Shop Desk
HELOC and Home Equity · Custom Shop Desk CRM

A Custom CRM for HELOC and Home Equity Lenders

For lenders writing home equity lines and loans, often for a kitchen, a roof or a pile of card debt. Yours would track where each lead came from, what the money is for and whether the line ever got used.

Start your project See desks we built
A Shop Desk set up the way a heloc and home equity business would run it
A Shop Desk set up the way a heloc and home equity business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in HELOC and Home Equity Words

Every home equity line moves down the same line. We name each stop the way your crew already does.

  1. 01New Lead
  2. 02Application
  3. 03Equity Check
  4. 04Appraisal
  5. 05Approved
  6. 06Closing
  7. 07First Draw

A home equity line on your desk hangs off the homeowner and the home.

So the card asks for what you actually need, and nothing a heloc and home equity business would never fill in.

  • Estimated equity
  • First mortgage balance
  • What the money is for
  • Line amount
  • Appraisal or valuation
  • Title report
Where it leaks

Where HELOC and Home Equity Businesses Lose Work

Remodel Leads Cool Off

A homeowner asks about a line while getting kitchen bids. If you are slow, the contractor's financing option wins.

Contractor Referrals Untracked

Roofers and remodelers send homeowners your way. If you can't see who sent whom, you can't keep those partners happy.

Lines That Never Get Used

The line closes but nobody draws on it. Without a check in, the homeowner forgets it is there.

What we would build

Fitted to How You Already Work

  • A Contractor Partner Board

    Each roofer, remodeler and solar company gets a link for their customers. You see who sends leads and who closes.

  • An Equity Snapshot on Every Lead

    Home value, first mortgage balance and the amount wanted sit on the lead. Your team knows in one look whether it is worth a call.

  • First Draw Follow Up

    After closing, the desk reminds you to check in about the project. It keeps you in the picture for the next one too.

  • Consent and Access Set With You

    We set up consent, opt outs and who sees what with you. Contractor partners see status only, never the homeowner's finances.

Start your project

Questions

What HELOC and Home Equity Owners Ask

Can contractors send homeowners to us?
Yes. Each contractor gets a link or form that tags the lead with their name. You see what each partner sends and how many close.
Does it pull home values automatically?
The desk holds the value you enter or the valuation you order. We will talk through where your numbers come from before we build.
Can partners see the homeowner's financial details?
No, unless you set it up that way and the homeowner agrees. We set access by role with you.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

More in Financial

All 150 industries

Tell Us How Your HELOC and Home Equity Business Runs

We will tell you honestly what a desk fitted to it would take.

Start your project