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Summary
Communication types: Email and SMS
The Cross-Sell: Deposit to Mortgage Journey identifies existing deposit customers who may be ready to take the next step toward home ownership or refinancing. Over a 45- to 60-day period, coordinated email and SMS touchpoints introduce mortgage options, encourage pre-qualification, and position your organization as a trusted, full-service financial partner.
Early messages highlight the benefits of consolidating banking and mortgage relationships, while follow-up communications build confidence around affordability, market timing, and credit readiness. Each touchpoint is designed to drive awareness and engagement while reinforcing the organization’s commitment to convenience, guidance, and long-term financial success.
*All communications should be reviewed prior to initiating the journey.