Bank Statement HELOC: Monetizing Equity Without Refinancing
Previously Aired on March 26, 2026
Watch the replay of our latest session on our Bank Statement HELOC, a solution that lets borrowers access their equity without touching their existing first mortgage. We covered how it works, common borrower profiles, required documentation, and the real‑world scenarios where this program stands out.
If you’re looking to expand your product expertise and offer clients more options in today’s market, this webinar is one you should watch!
Our panel of non-QM experts:
John Jeanmonod, EVP of Production
Stacy Flanigan, Senior Account Executive
Chris Taylor, Senior Account Executive
This presentation is intended for mortgage professionals only and is not intended for distribution to consumers or the general public. Information is provided for general educational purposes and does not constitute a commitment to lend or extend credit. All loans are subject to borrower, property, product, investor, state, and underwriting guidelines. Program terms, eligibility, pricing, rates, fees, loan amounts, LTV/CLTV limits, reserves, documentation requirements, and availability are subject to change without notice. Not all applicants will qualify. DSCR and related investor loan programs are intended for eligible business-purpose/investment-property transactions and are not for owner-occupied primary residences unless expressly permitted by applicable program guidelines. Marketing materials must be reviewed and approved before use.