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Targeted Automated Borrower Outreach!
Fed Rat Cut Campaign - September 17, 2025

MORTGAGE LOAN ORIGINATORS, A NEW MARKETING CAMPAIGN IS PLANNED ON YOUR BEHALF.

In anticipation of the FED cutting rates, we are preparing a marketing campaign to be shared once the rate cut is confirmed. The new rate will be included and sent to past clients who may benefit from refinancing shortly after the Fed announcement. See the preview and details below:
  • Focus: Fed Rate Cut
  • Target Audience: Three emails to the following audiences will be sent:
    • Unfunded prospects,
    • Funded loans before 10/1/2022
    • Funded loans after 10/2/2022
  • Dynamic: Includes consumer-specific details & photos of the actual home
  •  

Excluded:

    • Borrowers in active pipeline
    • EPO / Recent transactions  ineligible for refinance
    • Campaign opted-out users

Contact:

    • Emails will appear to be sent from the Loan Officer associated. 
    • DBA Logos when applicable.
    • Terminated MLO funded loans will be associated to their Branch. . 

Getting Started with Marketing

Upcoming Trainings/Meetings

The State of the Market

Join Matthew Schultz, John D'Onofrio, and Jonny Fowler for an in-depth chat on current market conditions and what to expect in the coming months.

 

Social Media Master Class

6 Week Social Media Master Class with Jonny Fowler and Bethany MacLachlan Starting Sept 8, 2025

Delve into how to make your Social Media Presence work for you and learn how to use social media to get in front of your customers. Invite your Referral Partners.