Customer retention has become one of the defining challenges and opportunities for today’s lenders. While first-lien mortgages often mark the beginning of the client relationship, long-term growth depends on what happens next. Increasingly, lenders are turning to HELOCs and HELOANs as strategic tools to deepen engagement, meet evolving borrower needs, and retain clients across market cycles.
Retention by Design: Using HELOCs, HELOANs, and Pricing Strategy to Capture and Keep Customers
Webinar Details
In this thought-leadership webinar, Andria Lightfoot, VP of Client Success at FirstClose, and Cheri Wolfe, PPE Solutions Specialist at Optimal Blue, explore how lenders are reframing retention as something that can be designed intentionally, not left to chance. Together, they discuss:
- Why HELOCs and HELOANs are uniquely positioned to support ongoing client engagement and retention
- How consistent, confident pricing strategies enable lenders to scale these products responsibly
- The role of originators in driving capture at the point of sale and how better tools support better borrower conversations
- How lenders can connect retention strategy across products, pricing, and frontline execution
This on-demand session focuses on real-world approaches lenders are using today to move toward long-term client value, with practical insight informed by the partnership between Optimal Blue and FirstClose.