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Executive Proposal
Prepared for Leadership Review

Home Equity Customer Journey Pipeline

Seven direct-acquisition domains orbiting a central hub—anchoring the home-equity consumer journey end to end.
Strategic Objective

Build an impenetrable, seven-stage direct-acquisition engine that captures the full home-equity consumer journey—from first question to signed offer—under a single, coordinated domain portfolio.

Phase Architecture
The Seven-Stage Customer Journey
The central hub sits at the core; every acquisition domain is a spoke that feeds it.
HOME EQUITYCENTRAL HUB & ENGINE01HELOCFAQ.comEDUCATIONAnswers foundational questions, tax rules,and initial equity curiosity.02HELOCFinancing.comPRODUCT UNDERSTANDINGBuilds deep clarity on renovation, debtconsolidation, and loan structures.03HELOCQuote.comQUOTE DISCOVERYFrictionless 60-second rate checkand soft-credit estimation engine.04HELOCComparison.comOPTIONS COMPARISONObjective side-by-side comparison: HELOCvs. refi, fixed vs. variable options.05HELOCOffers.comPERSONALIZED TERMSDelivers pre-approved rate locks,promo incentives & term packages.06VariableHELOC.comRATE STRUCTURE & DRAWDedicated positioning for variable lines,index tracking, and draw options.07HELOCRefi.comREFI & OPTIMIZATIONAddresses next-step financing, existingrate locks, and payment restructuring.
Prepared for internal review — domain valuations and acquisition costs subject to diligence.
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