Two Customer Shopping campaigns allow you to stay in contact with people who inquire about rates and services before they open a loan. The Shopping-Purchase campaign consists of 10 letters for people looking to purchase a home. The Shopping-Refinance campaign consists of 8 letters to people considering refinancing their home. Each campaign sends letters weekly.
These two prospect campaigns use Mortgage Quest's automatic campaign events to add and remove people from the campaigns.
The Shopping-Purchase campaign has the following defined events:
· ADD when borrower status equals Shopping AND loan purpose equals Purchase.
· REMOVE when borrower status equals Client.
The Shopping-Refinance campaign has the following events:
· ADD when borrower status equals Shopping AND loan purpose equals Refinance.
· REMOVE when borrower status equals Client.
Shopping-Purchase Letters
· Letter 1 - Thank You for Inquiring
· Letter 2 - Follow Up
· Letter 3 - Determining Maximum Monthly Payment
· Letter 4 - Down Payment Needed
· Letter 5 - Determining the Best Time to Buy
· Letter 6 - Tips on Financing
· Letter 7 - House Hunting Guidelines
· Letter 8 - Home Inspection Tips
· Letter 9 - What is Negotiable?
· Letter 10 - Tips for Making an Offer
Shopping-Refinance Letters
· Letter 1 - Thank You for Inquiring
· Letter 2 - Follow Up
· Letter 3 - Should You Refinance?
· Letter 4 - Reasons for Refinancing
· Letter 5 - Refinancing and Home Equity
· Letter 6 - Typical Refinance Costs
· Letter 7 - Locking Interest Rates
· Letter 8 - Items Needed for Home Inspection