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Summary
CI: Equity
Email, SMS, User Notifications
Use customer intelligence alerts to inform customers about their home equity and the potential benefits of accessing it. If the contact has mortgage insurance (MI) on their most recent loan, there’s a path offering them the opportunity to remove it. The journey incorporates estimated equity dollar amount and segments contacts based on equity percentage thresholds.
For customers who wish to limit the number of times a contact can onboard this journey, leverage occurrence limits in the onboarding trigger. Find additional email options in the email gallery or leverage the HELOC Opportunities journey and reconfigure it to onboard contacts after they’ve been through this initial equity campaign.
*All communications should be reviewed prior to initiating the journey.