|
Quantity |
Type of Letter |
1 |
Referral Thank you
Send to the person who refers a borrower. |
10 |
Shopping for Purchase
Send to prospects looking for a home. |
8 |
Shopping for Refinance
Send to prospects looking to refinance. |
11 |
Open
Send to all parties involved with the loan once your borrower
opens a loan. |
13 |
Status
Send to all parties involved with the loan and inform them of the
progress. Reduce unnecessary calls. Special milestone letters inform everyone of key events, such as loan submitted, loan approved, etc. You can also create custom milestone letters. |
10 |
Close
Send to all involved in the loan once it closes. |
6 |
3 Month
Send referral marketing letter to all involved with the loan 3
months after it closes. |
6 |
6 Month
Send referral marketing letter to all involved with the loan 6
months after it closes. |
6 |
12 Month
Send referral marketing letter to all involved with the loan 12
months after it closes. |
10 |
Past Buyer
Keep in touch quarterly for 3 years by sharing tips on home
ownership and asking for referrals.
|