Click HERE to view Expert Content Strategy Guide - CI Rate Alert in a new tab.
Click HERE to download a PowerPoint version of this file.
Summary
Strengthen long-term borrower relationships and identify growth opportunities at key
lifecycle moments.
This journey automatically reaches borrowers on their loan anniversary (Years 1, 2, and 3)
with celebratory touchpoints that acknowledge their commitment to homeownership.
Marketing admins choose between two email sets: the default, purely celebratory
messaging, or an alternative set that layers in equity-based products and refinancing
opportunities when borrowers are most receptive.
Spaced over 3 years with 2 touches per anniversary (email + SMS). Admins can apply one
email set consistently across all three anniversaries, or mix sel
*All communications should be reviewed prior to initiating the journey.