This training walks through how to use the new Cost of Waiting and Refinance Comparison calculators to help clients and agents see their savings potential. Loan Officers learned how to create personalized, shareable reports and use smart lists to identify inactive or high-potential leads.
The session also covered follow-up strategies like customizing the “Not Yet Ready” nurture campaign and sending texts after market value emails. A QR code feature was introduced for easy PDF sharing, and solutions were shared for managing co-borrowers within the pipeline system.
🛠 Key Tools & Takeaways:
Cost of Waiting & Refi Comparison calculators
Smart lists to filter refinance and purchase leads
QR-code enabled PDF reports for easy sharing
“Not Ready Nurture” and follow-up texting strategies
Pipeline updates to support multiple borrowers
🟠 Tip:
Use smart lists with calculator tools to target high-intent leads faster.