It's been 365 days - it's the borrower's Loan Anniversary! As cheesy as it sounds - the users who see the most success make use of this. Past clients appreciate loan officers touching base, providing updates on equity & just being there.
Why use this workflow?
Similar to the 6-month check-in, this is a critical point and you should still be fresh in the clients's mind.
Your clients will automatically get your calendar link to book a time. If they book or if they reply to the automation, you get notified and have the option to jump in.
Buyer's agents are alerted as well. They appreciate you letting them know so they can reach out to the client. This strengthens your realtor relationships.
FAQ
When does this automation begin?
After you fund a loan, you just wait. At 12 months, the client is automatically texted & emailed. Whenever they respond or schedule a time on your calendar, you are notified.
What do I say during the meeting?
Check into whatever the client's needs are. Refinancing, equity checkups, or just mortgage questions.
How can I ensure follow up emails don't seem repetitive or automated?
The emails are written in a way to make them seem natural. For further customization, check out 'How To Access Workflows' & find the workflow you want to edit. From there, find the steps you wish to customize.