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Summary
This campaign targets homeowners who have mortgage rates higher than the market
indices. It invites the homeowner to consider: equity position, value review, potential
effects of a HELOC reset, and whether they can stop paying mortgage insurance. This
campaign keeps loan officer and company in front of refinance prospects with relevant
information. Triggered by the CI: Rate Alert, this campaign spans 4 months, contains 9
emails and 3 SMS messages.
*All communications should be reviewed prior to initiating the journey.