Mortgage marketers: re-engage equity release applicants with SMS

Marketing coordinators watch equity-release form applicants go quiet, letting qualified leads go cold. Automated follow-ups deliver each prospect to your lead system so sales can prompt calls.

Overview

Equity-release applicants often go quiet after initial contact, letting qualified prospects slip out of the pipeline and delaying call bookings. This workflow delivers tailored re-engagement messages into your lead system and alerts sales so prospects are prompted to schedule calls, producing faster response times and fewer missed follow-ups.

Notable Features

Send tailored follow-up messages
Route prospects into lead system
Flag unresponsive applicants for outreach