KIS Vault

Unlocking the Value of Trusted Relationships

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How to Make the Introduction

As simple as 1-2-3

Copy. Past. Send. David takes it from there.

Choose Your Introduction Method

Email Introduction

Clean, professional, and perfect for first-time connections.

Text Introduction

Fast and casual. Best for brokers you already know.

Call Introduction

Highest trust. Best for strong relationships.

Email Introduction (Recommended)

 
Subject: Quick Intro – Digital NonQM HELOC Solution

Hey (Broker Name) –

I wanted to make a quick introduction to David Lemon at Wholesale Mortgage Direct.

David and his team have built a digital Non-QM HELOC platform (MyEQNow) that a lot of brokers are starting to use — especially for self-employed borrowers and scenarios that don’t fit conventional boxes.

I thought of you because this seems like something that could fit well within your business.

I’ll let you take it from here, but David is great to work with and moves quickly.

(Your Name)

CC: David.Lemon@WMD.Mortgage

Text Introduction

 
Hey — quick heads up.

I came across a digital Non-QM HELOC solution that’s actually pretty interesting (up to $1MM, super fast, built for self-employed borrowers and unique scenarios).

If you’re open to it, I can connect you directly with David Lemon at Wholesale Mortgage Direct.

No pressure — just thought of you.

IF THEY SAY YES, REPLY:
Perfect — I’ll make a quick intro to David 👍

Call Introduction

 
Hey — quick question.

Are you currently offering HELOCs, especially for self-employed borrowers or deals that don’t fit conventional guidelines?

If not, I came across a group led by David Lemon at Wholesale Mortgage Direct that’s doing this digitally and very efficiently (Non-QM, up to $1MM).

Thought it might be worth a look — want me to connect you?

Meet David Lemon

Your direct connection at Wholesale Mortgage Direct.

Text David directly:

Text David directly:
“Hey David — I have a broker you should connect with. When are you available?”

Text David Now

Private Access

Materials contained within the KIS Vault are confidential and intended solely for approved participants. Participation in the Kickstart Introduction Specialist (KIS) program is selective and not guaranteed.