Loan Trigger Campaigns
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Track your clients' current mortgages for
timely replacements sales
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Loan Trigger Campaigns
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Track your clients' current mortgages for
timely replacements sales
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You Have the Data - If Only You Could Use It!
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Annuity Income = Valuable Business
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The majority of your clients will replace their loan within 2 to 3 years for sub-prime loans and 3 to 5 years for prime loans. You want to capture that repeat business for two reasons:
(1) First, it's more business. And it should be the easiest, fastest, and least cost business you conduct. They're already your clients and you know their loan program and how best to replace and improve it.
(2) As you increase the proven percentage of your revenue that is true repeat business, you build a company that has measurable intrinsic worth, business value that you capture when you choose to sell your company
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Repeat Business with Data-Driven Loan Alerts
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Every day, our campaign automation software searches through the entire client database, looking for specific loan situations that indicate the client is likely to soon want to refinance. We look ahead 90 days so you can be timely, professional, and proactive with every opportunity. We look for loan events such as:
* ARM adjustment
* Pre-pay expiration
* Combo loan consolidation
* Change in interest rates
* PMI status |
Loan Status Alert Campaigns
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When we find these opportunities, we immediately mail the client a special Loan Status Alert letter. Like everything else we send out, the letter is branded and personalized right down to the loan officer's name, picture, signature, and contact information.
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Loan Officer Notification
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Then, of course, we notify you that the Loan Status Alert letter has been sent to the specific client. You receive an email and now you can do what you do best: call the client, book an appointment, and take a new application.
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