Greeting Card Campaigns

In Touch Today has greeting card campaigns that are integrated into Mortgage Quest. When you add someone to these campaigns in Mortgage Quest, the appropriate information is transmitted to In Touch Today. These greeting card campaigns are created in Mortgage Quest when the In Touch Today service is enabled. These special campaigns have all the features of regular Mortgage Quest campaigns, such as the methods for adding and removing people to and from campaigns, viewing status and tracking marketing results.

Borrower Greeting Card Campaigns:

·      6 Card After Closing Purchase – After closing greeting card campaign for purchases is a special way to say Thank You to your clients. Send greeting cards for 3 years after the loan closes. The first card is sent 6 months after the close date. This allows you to send a closing gift and follow up with a greeting card six months later.

·      6 Card After Closing Refinance – After closing greeting card campaign for refinances is a special way to say Thank You to your clients. Send greeting cards for 3 years after the loan closes. This first card is sent 6 months after the close date. This allows you to send a closing gift and follow up with a greeting card six months later.

·      7 Card After Closing Purchase – After closing greeting card campaign for purchases is a special way to say Thank You to your clients. Send greeting cards for 3 years after the loan closes.

·      7 Card After Closing Refinance – After closing greeting card campaign for refinances is a special way to say Thank You to your clients. Send greeting cards for 3 years after the loan closes.

·      7 Thank You Greeting Card – Thank you greeting card campaign is a special way to say Thank You to your clients. Cards are sent every 6 months for 3 years.

·      6 Card Seasonal – A seasonally appropriate greeting card is sent to your client for 6 times during the year.

·      12 Card Seasonal – Seasonal greeting card campaign is sent every month throughout the year to your clients.

Contact Greeting Card Campaigns:

·      12 Card Referral (Monthly) – Keep in touch with your professional referral sources (Realtors, CPA's, Financial Planners, etc.) with greeting cards. These cards are sent for you automatically every 1 month for 1 year.

·      12 Card Referral (Quarterly) - Keep in touch with your professional referral sources (Realtors, CPA's, Financial Planners, etc.) with greeting cards. These cards are sent for you automatically every quarter for 3 years.

·      7 Thank You Greeting Card – Thank you greeting card campaign is a special way to say Thank You to your clients. Cards are sent every 6 months for 3 years.

·      6 Card Seasonal – A seasonally appropriate greeting card is sent to your client for 6 times during the year.

·      12 Card Seasonal – Seasonal greeting card campaign is sent every month throughout the year to your clients.