Drip Campaigns
Updating Realtor and Lawyer
When a deal moves through the pipeline, often times you will want to send updates to the realtor and lawyer on file. Good news! You can easily do this in BluMortgage CRM. Watch the video below to learn how.
BluMortgage Pre-Built Campaigns: Post-Close Drip Campaign
Your BluMortgage system comes with built-in campaigns to help you drive sales and increase customer retention without taking up your valuable time. The Initiate Action Plan is a post-close drip campaign. It's designed to help you stay in contact with ...
BluMortgage Pre-Built Campaigns: Pre-Approval Campaign
Your BluMortgage system comes with built-in campaigns to help you drive sales and increase customer retention without taking up your valuable time. The Pre-Approval Campaign will send an email to your borrower when their mortgage is Pre-Approved and ...
BluMortgage Pre-Built Campaigns: Send Online Application
Your BluMortgage system comes with built-in campaigns to help you drive sales and increase customer retention without taking up your valuable time. The Send Online Application campaign will allow you to send your leads an email that prompts them to ...
BluMortgage Pre-Built Campaigns: Active Lead Campaign
Your BluMortgage system comes with built-in campaigns to help you drive sales and increase customer retention without taking up your valuable time. The Active Lead Campaign helps you nurture leads (prior to sending them an application). How to Start ...
Deleting Action Plans
If a borrower decides to renew or refinance mid-term, action plan emails will no longer be relevant to them. To properly remove them from receiving notifications, follow the steps in the video below to ensure emails are no longer being sent.