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In this session, loan officers learned how to use cost-effective tools like the Home Value Estimation feature in Lo Ninja to engage past clients with automated property updates and capture new leads through dedicated links. The team reviewed strategies for staying in touch, including rate alerts, value reports, email campaigns, mailers, and QR codes that drive direct responses. They also explored how to streamline workflows by importing past client data, using pre-built forms, and setting up power dialer voicemails correctly. Key strategies included partnering with title companies and hard money lenders for lead lists, as well as using Canva and USPS Every Door Direct Mail for affordable outreach. Overall, the focus was on making client follow-up simple, consistent, and cost-effective while keeping opportunities from slipping through the cracks.
