What are the emails being sent out to contacts?

EMAIL breakdown by CONTACT TYPE:

CUSTOMERS:

54 AUTOMATED CUSTOMER TOUCHES PER YEAR

• Home and Wealth newsletter* (once per month)
• Holiday emails (9 auto per year, 20 holiday emails orderable on-demand)
• New Year's
• Spring
• Memorial Day
• Summer
• Independence Day
• Labor Day
• Fall
• Veteran's Day
• Thanksgiving
• Monthly Local Housing Market Stats video 
• Time change email* (Opt in Basis - Spring forward and Fall Back)
• Automatic Birthday email (birth date and email address required for both borrower and co-borrower)
• Birthday notices are sent to you 7 days prior to the birthday.
• Mortgage Check-up email (loan data including closing date is required)
• Sent on the closing date anniversary each year.

BUSINESS PARTNERS: 6-7 emails per month

Realtor Essentials Campaign

• Inside Lending email* (sent every Monday)
• Essential Hacks newsletter* (once per month)
• Local Housing Market Stats Video* (once per month)
• Automatic Birthday email (birth date and email address required)
• Birthday notices are sent to you 7 days prior to the birthday.
• Quarterly Interest Rate Chart email*
• Holiday/seasonal emails
• Market Update emails* (as warranted by the market)

Other referral partners (non-Realtors)

• Inside Lending email* (sent every Monday)
• Power Tools newsletter* (once per month)
• Local Housing Video* (once per month)
• Automatic Birthday email (birth date and email address required)
• Quarterly Interest Rate Chart email*
• Holiday/seasonal emails
• Market Update emails* (as warranted by the market)

PROSPECTS:

Prospect Nurturing Campaign:

• Home and Wealth newsletter* (once per month)
• Holiday emails (9 auto per year, 20 holiday emails orderable on-demand)
  • New Year's
  • Spring
  • Memorial Day
  • Summer
  • Independence Day
  • Labor Day
  • Fall
  • Veteran's Day
  • Thanksgiving
• Local housing video (once per month)
• Time change email* (Opt in Basis - Spring forward and Fall Back)
• Automatic Birthday email (birth date and email address required for both borrower and co-borrower)
  • Birthday notices are sent to you 7 days prior to the birthday.

Actively Looking Campaign:

Series of 12 emails that go out each Friday. They are scheduled to go out right as buyers are set to look for a home on the weekend. The contact automatically reverts over to the nurturing campaign seen above if the loan doesn’t close in that time frame. This drip campaign makes sure you are in contact with your prospects who are actively looking for a home. These contacts may or may not be pre-qualified. Prospects signed up on this campaign will receive a weekly email titled “The Way Home," topics are:

1. Buying a home doesn’t have to be stressful    
2. What does a Federal Reserve rate hike mean for mortgages?           
3. Should you get a conventional or a government loan?          
4. FICO 101: The 5 components of your score               
5. Something to look forward to: Tax deductions         
6. How to budget for homeownership              
7. 4 creative ways to save for a down payment             
8. Pop quiz: Do you know what PITI stands for?           
9. Here’s how to make a house hunting wish list          
10. How to pick the right moving company for you                       
11. What you need to know about homeowner’s insurance                      
12. Have any questions about the home buying process?

Credit Challenged Campaign:

Contacts receive an email once per month for 6 months. The contact automatically reverts over to the nurturing campaign seen above when the 6 are completed.

•  Credit Dos
•  Credit Don’ts
•  The Quickest Ways to Raise Your Credit Score
•  Budgeting for Home Costs
•  Know What’s in your FICO Score
•  FICO Score-Raising Tips

*You will receive a copy of this email prior to your contacts getting their copy.

LEADS:

Lead Nurturing Campaign:

• Home & Wealth Newsletter* (once per month)
• Holiday emails (9 auto per year, 20 holiday emails orderable on-demand)
  • New Year's
  • Spring
  • Memorial Day
  • Summer
  • Independence Day
  • Labor Day
  • Fall
  • Veteran's Day
  • Thanksgiving

Relationship Builder Campaign

A 10-week campaign that helps you start to build relationships with leads that you never talked to or met. These leads will receive the Bi-Weekly Relationship Builder campaign, at the end of this campaign, the contact automatically transfers to the Nurturing campaign above.

First Time Homebuyer Campaign 

Designed for first time home buyers who you do not know and have never talked to. These leads will receive Bi-Weekly 5 issue First Time Homebuyer campaign, at the end of this campaign, the contact automatically transfers to the Nurturing campaign above.

*You will receive a copy of this email prior to your contacts getting their copy.