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Summary
Use customer intelligence alerts to inform customers about their home equity and the
potential benefits of accessing it. The journey incorporates estimated equity dollar
amount and segments contacts based on equity percentage thresholds.
For customers who wish to limit the number of times a contact can onboard this journey,
leverage occurrence limits in the onboarding trigger. Find additional email options in the
email gallery or leverage the HELOC Opportunities journey and reconfigure it to onboard
contacts after they’ve been through this initial equity campaign.
*All communications should be reviewed prior to initiating the journey.