|
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. |
9 |
Status
Send to all parties involved in the loan and inform them of the
progress. Reduce unnecessary calls. |
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.
|