6 Month Review

LO Ninja helps you not only manage active deals but also leverage your current database. Massive success stories are created with something as simple as the 6 Month Reviews workflow.

Why use this workflow?

• Strengthen client relationships at a valuable touchpoint. Show them you care about progress & satisfaction even after the transaction.

• At a critical point when refinances or cash-outs are finally past the EPO period, you can start those conversations automatically.

FAQ

When does this automation begin?

After you fund a loan, you just wait. At 6 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.