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Validated HELOC
First-Party Forms

Structured consumer inquiries built for measurable follow-up.

First-party form programs give lenders and brokers consumer-submitted information aligned with home equity product, market coverage, team structure and applicable campaign requirements.

Form intent, validated.

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Why forms

Structured data. Repeatable workflows.

First-party inquiries capture the information your team needs to prioritize follow-up and measure outcomes at the campaign level.

Example data fields

  • Consumer name
  • Phone number
  • Email address
  • Product interest
  • Property ZIP code
  • Estimated property value
  • Estimated mortgage balance
  • Consent records

Illustrative fields only. Validated HELOC does not display real consumer information on the public website.

Controls

Buyer-configurable delivery.

01

Qualification Options

Configure applicable qualification requirements before delivery.
02

Attribution

Maintain structured source, campaign and path visibility.
03

Delivery Methods

Support common integration and delivery workflows with your team.
04

Consent Records

Consent language and timestamp handling per applicable requirements.
05

Compliance Considerations

Advertising and privacy-compliance expectations documented per campaign.
06

Buyer Workflows

Structured for downstream follow-up in your CRM or lead management workflow of choice.
At national scale

How form programs operate across products and markets.

Form acquisition for a multi-state lender or brokerage is a routing and reporting problem as much as a data problem.

01

Market-Level Delivery

Route inquiries by state or metro to the right team, region or centralized intake.
02

Product-Level Campaigns

Separate form campaigns per product line while reviewing performance centrally.
03

CRM and Intake Workflows

Common delivery integrations support centralized CRM intake across the organization.
04

Consent Documentation

Consent language and timestamp records captured per applicable requirements.
05

Source Transparency

Documented campaign and traffic-source attribution for enterprise-level review.
06

Portfolio Reporting

Form performance reviewable per market and product line and consolidated across the portfolio.
FAQ

Answers, validated.

Can form programs run across a multi-state footprint?+

Yes. Campaigns can be structured per product line and market with delivery routed to the appropriate team or centralized intake, and reporting consolidated across the portfolio.

Are forms first-party?+

Campaigns are configured for first-party data submission through owned or approved digital experiences.

Can I receive forms into my CRM?+

Common delivery workflows are supported. Integration specifics are agreed at the campaign level.

Do you guarantee every form converts?+

No. Consumer behavior varies. Validation supports structured evaluation before delivery but does not guarantee outcomes.

Do buyers need to be licensed lenders or brokers?+

Yes. Form campaigns are structured for licensed lenders and licensed mortgage brokers operating within applicable licensing and marketing requirements.

Ready when you are

Build your next performance channel.

Validated HELOC supports validated Pay Per Call and first-party form programs for banks, credit unions, non-bank lenders and brokers buying home equity intent across the United States.

Talk to Our Buyer TeamExplore Verticals

Your next connection. Validated.