LO Ninja's Past Client Cash Out campaign helps you reconnect with clients and uncover new opportunities!
How It Works:
📧 Easy Emails & Texts: Send ready-made emails or customize to teach clients about cash-out refinancing. Also, keeping them engaged with texts!
🔄 Smart Follow-Up: Pick clients (like those with LTV under 75-80%), or set your own rules. The campaign handles the rest!
Here's How
Step 1: Narrow down the search using tools like Smart Lists to select your "Past Clients" list.
Step 2: Select all of the contacts & use the blue the bulk actions menu to add to the "Past Client Cashout" workflow.
Pro Tip: Use "More Filters" in the upper right corner and search "rate" to filter by interest rates greater than x% to win more deals.
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