Home > Case Study, HELOC, Leadership > Case Study – HELOC on Primary Residence (Los Angeles)

Case Study – HELOC on Primary Residence (Los Angeles)

helocOPPORTUNITY: Required to close HELOC in order to refinance mortgage, client requesting new HELOC.

PROFESSION: Legal  NET WORTH: Affluent

SOLUTION: APPROVED CLIENT FOR HELOC PRIOR TO CLOSING REFINANCE IN ORDER TO BOARD IMMEDIATELY UPON FUNDING OF NEW MORTGAGE.

Value: $6,700,000

Mortgage: $1,431,000

HELOC: $1,000,000

CASE CLOSED

If you have a similar case, or question, please e-mail me on ceisaac@ymail.com

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