Click HERE to view HELOC Onboarding in a new tab (preview below).
Click HERE to download a PowerPoint version of this file.
Summary
Communication types: Email and SMS
The HELOC Onboarding Journey welcomes new customers and guides them through every step of setting up and activating their home equity line of credit (HELOC). Over a 60-day period following funding, coordinated email and SMS touchpoints help borrowers understand account features, activate their debit cards, and begin using their HELOC funds confidently.
Early communications focus on debit card delivery and activation, followed by education on online banking tools, eStatements, and responsible HELOC utilization. Each message builds trust and engagement while reinforcing the organization’s commitment to service, security, and convenience.
*All communications should be reviewed prior to initiating the journey.