Join us for an overview of the recently-launched home equity lines of credit (HELOCs) through Flourish Lending,◊ which expand how advisors can help clients navigate important borrowing decisions.
In the webinar, we’ll show you:
How HELOCs can help you meet more of your clients’ borrowing needs
Key features and use cases
A live walkthrough of the advisor and client experience, from initiating an estimate to the client’s application process.
Flourish is an online platform through which investors can access financial services and products. Flourish’s offerings are provided by different entities and are subject to different terms, investor protections, and risks. Flourish Cash is offered by Flourish Financial LLC, a registered broker-dealer and FINRA member. Flourish Financial LLC is not a bank. Check the background of Flourish Financial LLC and its personnel on FINRA's BrokerCheck. Flourish Lending is offered by SoraFinance, Inc. (d/b/a Flourish Lending), a licensed mortgage broker (NMLS #2355841). SoraFinance, Inc. is not a lender. To verify SoraFinance, Inc., visit NMLS Consumer Access. The Flourish entities mentioned above are all wholly-owned subsidiaries of Flourish Holding Company LLC. Please review the Legal section of our website for more information and account terms. The role of the investment advisor or other firm that invited you to Flourish may vary between different Flourish services and products, as further described in your terms of service. © 2026 Flourish. All rights reserved.
◊ Flourish Lending is a suite of products and services offered through SoraFinance, Inc., a licensed mortgage broker (NMLS #2355841) doing business as Flourish Lending. SoraFinance, Inc. is not a lender or a creditor. Loans are made solely by third-party providers. Flourish Lending is not available in all states; view the list of states in which Flourish Lending is available. Equal Housing Opportunity. To verify SoraFinance, Inc., visit NMLS Consumer Access. Registered Office: 910 S Pearl Expressway, Dallas, TX 75201.