Help center

All collectionsReady To Go Drip CampaignsRefinance: Drive More Deals

Refinance: Drive More Deals

Explore pre-built workflows for refinance leads, tailored to client type and loan opportunity. Whether you’re warming up past clients or educating cold leads, these campaigns keep your pipeline moving.

✅ How to Use these Workflows

  1. Find the Workflow
     Go to Marketing > Workflows and search for any of the workflows that you want to use.

  2. Add Contacts to the Workflow
     Go to Contacts > Select Contacts > Add to Workflow
     Choose any of the workflows to add the selected contacts to.

💰 Cash Out Warm Leads
 120-day workflow designed to re-engage past clients and warm leads with personalized messaging focused on cash-out refinance opportunities.

🥶 Cash Out Cold Leads
 20-day workflow with educational content and trust-building follow-ups. Perfect for clients who need more time and info to consider a cash-out refinance.

🎖 Refinance: VA IRRRL
 60-day campaign that simplifies and promotes IRRRL (Interest Rate Reduction Refinance Loan) options for eligible VA clients.

⚙ Refinance: FHA Streamline
 60-day workflow explaining the benefits of streamline refinances—quicker, easier, and less paperwork. Helps reduce friction for qualified leads.

📉 Refinance: Conventional R&T
 60-day campaign focused on conventional rate-and-term refinances. Great for clients who want to improve their terms without cashing out.

📱 Aged Zillow Leads
 15-day sequence that targets older Zillow leads. Messaging highlights pre-approval options and includes friendly follow-ups to spark new conversations.