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Summary
Communication types: Email and SMS
The HELOC Re-engagement Journey is designed to remind existing customers of the flexibility and long-term value of their home equity line of credit (HELOC). The journey includes six re-engagement cycles occurring every six months from 182 to 1,095 days post-funding, each combining borrower and co-borrower touchpoints.
Through coordinated email and SMS touchpoints, the journey showcases both practical and aspirational uses including home improvements, major purchases, education funding, and unexpected expenses. Each message reinforces ease of access, competitive benefits, and responsible utilization of available equity. The journey empowers organizations to re-engage customers in a supportive, customer-first tone that deepens relationships and drives ongoing engagement.
*All communications should be reviewed prior to initiating the journey.