This campaign works by automating the process of reaching out to your past clients to activate them as a refinance lead and deal.
Rather than you spending countless hours pounding the phones, cold calling, leaving messages and then chasing your past customers … You put in roughly 30 minutes of work and then just field the incoming phone calls of clients that are ready to work with you!
Your Script
Voicemail - Day 1 - Immediately
Hey it’s [YOUR NAME] calling,
We helped you with your mortgage previously.
As you may have seen on the news, rates have dropped again.
I was reviewing your file and it looks like refinancing might be a great option for you right now. By lowering your monthly payments you get more cash flow and we can also look at getting rid of any other monthly
payments that you might have higher interest rates on.
Just give me a call at this number when you have a couple of minutes and we can have a quick chat to see if this makes sense for you.
Hope all is well and I am looking forward to speaking with you.
SMS - Day 2 - 10:15am (after 1 day)
Hey {{contact.first_name}},
I left you a voicemail yesterday about your mortgage.
Rates have dropped and it could be a great time for you to refinance. Let me know if you would like to see what the difference in your monthly payment will be.
Thanks!
{{user.name}}
Email - Day 3 - 10:30am (after 1 day)
Subject: Your Mortgage
Hey {{contact.first_name}},
Just following up on my call and text. I am not sure if I have your home or cell phone number so I thought an email might be appropriate.
Mortgage rates have dropped again. I was reviewing your file and it looks like refinancing might be a great option for you right now.
By lowering your monthly payments you get more cash flow and we can also look at getting rid of any other monthly payments that you might have higher interest rates on.
Just give me a call at this number {{user.phone}} when you have a couple of minutes and we can have a quick chat to see if this makes sense for you!
Thank you,
{{user.email_signature}}