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Summary
Engage borrowers when rate opportunities arise to strengthen relationships and protect revenue.
This journey ensures timely engagement when Customer Intelligence Rate insights indicate a
borrower's current mortgage rate exceeds market rates—helping them act on refinancing
opportunities before competitors reach them. Marketing admins can configure triggers,
conditions, and messaging to align with organizational strategy.
Intentionally condensed because mortgage rate fluctuations are time-sensitive. This 9-day, 7-
touch journey (4 emails + 3 SMS) moves borrowers through awareness, consideration, and action.
The timing allows for thought without losing urgency.
Topics covered:
- Emails: Rate news + savings analysis, financial goal alignment (debt payoff, home improvements), urgency messaging with market context
- SMS: Rate opportunity hook, engagement check-in, time-sensitive call-to-action
*All communications should be reviewed prior to initiating the journey.