Mortgage brokers: schedule nine-month client care and referrals

Mortgage brokers overlook post-settlement contact and miss refinance chances. Scheduled personalized nine-month emails keep clients engaged so brokers surface refinance and referral opportunities.

Overview

Mortgage brokers risk losing refinance revenue when post-settlement clients go cold. This workflow delivers scheduled, personalized nine-month outreach so brokers re-engage clients, surface refinance and referral opportunities, and eliminate missed follow-ups.

Notable Features

Send personalized nine-month emails
Stagger send times for deliverability
Create follow-up tasks from replies