Refinance Prospect Drip - Inlanta - 90 Day

Refinance Prospect Drip - Inlanta - 90 Day

Prospects Campaign

Handbook Created: March 2, 2016

Caitlin Clark Inlanta Mortgage, Inc. Marketing Coordinator c a i tl i nc l a rk@i nl a nta .c om

Refinance Prospect Drip - Inlanta - 90 Day - Prospects Campaign

13 Events Timeline

Inlanta Mortgage, Inc.

Type 1 Phone Call 2 Email 3 Email 4 Email 5 Phone Call 6 Email 7 Email 8 Email 9 Email 10 Email 11 Phone Call 12 Email 13 Todo Task

Event Name Introductory Phone Call Thanks for Your Time Email Getting to Know You Survey - Refi Version Riddle 1 - Quick Credit Catastrophe Checking In - Phone Call One Question To Ask Before Refinancing To Lock or Not To Lock? Checking In - Two Sentences There are no such things as Bigfoot, the Tooth Fairy or 2% 30-year Fixed Rates. TVM - What does this stand for and how does it impact you? Checking In - Phone Call Riddle - Case of Unintended Consquences Your Task - Disposition Client - Next Steps

Addressed To

Timing

Year

1 Days Out

Primary and Secondary Contact 2 Days Out

Primary and Secondary Contact 4 Days Out

Primary and Secondary Contact 11 Days Out

17 Days Out

Primary and Secondary Contact 27 Days Out

Primary and Secondary Contact 36 Days Out

Primary and Secondary Contact 46 Days Out

Primary and Secondary Contact 55 Days Out

Primary and Secondary Contact 65 Days Out

75 Days Out

Primary and Secondary Contact 84 Days Out

90 Days Out

Refinance Prospect Drip - Inlanta - 90 Day - Prospects Campaign Thanks for Your Time Email - Primary and Secondary Contact - 2 Days Out

Inlanta Mortgage, Inc.

Hi Elizabeth, I just wanted to thank you in advance for your time, consideration, and for allowing me the opportunity to earn your business. I'm looking forward to continuing our dialogue, Elizabeth. In the meantime, please don't hesitate to contact me by phone or email if I can be of service. Oh, by the way, a few days from now I'm going to email over a very brief survey. It will take less than a minute to fill it out and I'd be grateful if you'd please be on the lookout for it. Thanks again!

Sincerely,

Caitlin Clark Inlanta Mortgage, Inc. Marketing Coordinator-NMLS #1016 (262) 439-4268 caitlinclark@

Inlanta Mortgage, Inc. NMLS# 1016. Programs subject to change. This is not an offer of credit or a commitment to lend. Loans are subject to credit approval. Not all loan programs are available in every state. Cash reserves may be required for some loans.

T his email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions. It could be interpreted as a commercial message. If you would like to stop receiving these emails, you may click here to unsubscribe at any time. Inlanta Mortgage, Inc. - 611 N Barker Road Suite 200, Brookfield, WI 53045

Refinance Prospect Drip - Inlanta - 90 Day - Prospects Campaign Getting to Know You Survey - Refi Version - Primary and Secondary Contact - 4 Days Out

Inlanta Mortgage, Inc.

Hi Elizabeth, As we begin working together, I'd like to learn a little bit more about what is important to you. In that spirit, would you please spend a few moments filling out the online survey below. Thanks in advance Elizabeth and have a great day.

[$SURVEY: Getting To Know You{261}$]

Sincerely,

Caitlin Clark Inlanta Mortgage, Inc. Marketing Coordinator-NMLS #1016 (262) 439-4268 caitlinclark@

Inlanta Mortgage, Inc. NMLS# 1016. Programs subject to change. This is not an offer of credit or a commitment to lend. Loans are subject to credit approval. Not all loan programs are available in every state. Cash reserves may be required for some loans.

T his email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions. It could be interpreted as a commercial message. If you would like to stop receiving these emails, you may click here to unsubscribe at any time. Inlanta Mortgage, Inc. - 611 N Barker Road Suite 200, Brookfield, WI 53045

Refinance Prospect Drip - Inlanta - 90 Day - Prospects Campaign Riddle 1 - Quick Credit Catastrophe - Primary and Secondary Contact - 11 Days Out

Inlanta Mortgage, Inc.

Hi Elizabeth,

Today, I'd like to help you avoid a hidden pitfall many consumers fall into.

As we prepare for your transaction, it's critical to make sure you're keeping your credit score as high as possible. You already know this.

Once in a while, however, I'll have a client get caught up in all the excitement and make some choices that later come back to haunt them. Yes, that's right. It's time to solve a real-life mystery, Elizabeth:

[$SURVEY: Can You Solve the Case of the Quick Credit Catastrophe?{230}$]

Elizabeth, please know that it's my sincere pleasure to provide you with this high level of service. I hope you enjoy these fun little mysteries and are put the lessons they teach into play!

Okay, so hopefully you solved the mystery with flying colors. Now let's examine why Angelina's purchase was such a big no-no.

a) Angelina really could have waited until after closing to make the purchase. So - as a rule of thumb - I always tell my clients "better safe than sorry". Please be very conservative with your spending between now and closing day.

b) Brad and Angelina had been saving for quite a while - and hopefully you have too! Inevitably, many borrowers get ahead of themselves and make hasty decisions with the money they're about to save. Some projects will add value (such as new furniture). Other projects will fix

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