LO Ninja's Refinance campaigns help you reconnect with clients and uncover new opportunities!
How It Works:
📧 Easy Emails & Texts: Send ready-made emails or customize to teach clients about refinancing. Also, keeping them engaged with texts!
🔄 Smart Follow-Up: Pick clients (narrow down by interest rates greater than x%), or set your own rules. The campaign handles the rest!
Here's How
Step 1: Narrow down the search
Filter down to the client(s) that you want to put in this campaign using your smart lists, interest rates, funded dates, etc.
Step 2: Select all of the contacts & use the blue the bulk actions menu to add to one of the the "Streamline" "VA IRRRL" or "Rate & Term" workflows.
Visual Guide:
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