Refinance Campaign

Refinance Campaign Overview 

  • Mktg brainstorm:  
  • Team Ideas: 
  • Don’t be fooled by who you’re calling – go with who you know.  
  • Call us, don’t call your mortgage company.  
  • Do a postcard rather than a 3-fold. Use MM logo 
  • CTA is to schedule an appointment.  
  • No-origination cost mortgage.  
  • No cost versus no origination 
  • “27-year loan” 
  • “Don’t reset the clock” 
  • When rates reach here, we’ll reach out to you.  
  • Get list of clients that did a buydown 
  • Escrow 
  • Every 3 weeks starting in January.  
  • It’s coming….  
  • Refi Campaign – Start sending in January  
  • Are you ready to refi?  
  • Don’t get fooled by refinancing to early  
  • Don’t call victim to calls centers  
  • Debunking free refi’s  
  • Inflation busters   
  • No-cost refi’s – do they exist?  
  • How to pay for refi closing costs  
  • When is it worth it to refi  
  • How soon can you refi?  
  • When do cash-out refi’s make sense?  
  • Why a higher rate than what you have makes sense  
  • How to time the bottom  
  • Alternatives to refinance 
  • Let’s discuss HBFS “Now & Later” free refi (RC has the flier)  
  • Who do we send it to?  
  • Someone less than 5 
  • How many emails in total?  
  • Frequency?  
  • Other mediums? (Social, snail mail) 
  • Who’s in charge?  
  • Who’s going to write them?  
  • What is the CTA? 
  • Does MP want to make a worksheet that someone can download? OR do we send them a worksheet once they fill out the questionnaire? 
Scroll to Top