LO Ninja’s Reverse Mortgage Campaign
Your database has potential—and LO Ninja’s Reverse Mortgage Campaigns help you turn that potential into results.
Reconnect with past clients, educate them on reverse mortgages, and guide them toward a solution that can make their lives easier, all while automating the heavy lifting.
Who It’s For: Loan officers with reverse mortgage prospects who want to stay top-of-mind, create meaningful client connections, and unlock additional revenue streams with minimal effort.
📧 Effortless Campaigns: Use pre-built email and text templates—or create your own—to educate clients on the benefits of reverse mortgages and their eligibility.
🔄 Set It and Forget It: Automate follow-ups to ensure no opportunity is missed. Target clients based on home equity, retirement status, or other key criteria.
📊 Track and Engage: Monitor responses, identify hot leads, and take action through LO Ninja’s Universal Inbox.
1⃣ Identify Opportunities:
Use Smart Lists to find past clients
Home equity position (e.g., LTV <50%).
Clients nearing or in retirement.
2⃣ Launch the Campaign:
Select your target contacts.
Add them to the Reverse Mortgage Opportunity Workflow with just a few clicks.
3⃣ Drive Engagement:
Track opens, clicks, and replies.
Follow up personally with high-interest clients to create meaningful connections and close more deals.
Visual Guide:
1) Select the contacts you want in the campaign
2) Search For Reverse Mortgage Campaign
