ReferralBase sends each of your prospects a series of 11 or more focused and automated EquityE-Lert e-mails, designed to educate your borrowers on the opportunity to grow wealth through proper mortgage planning. Each E-Lert appears to be coming from you and gives your prospects must-know information about ways to use their mortgage to achieve financial freedom. As a result, they come to know you as a trusted advisor and as their preferred loan source.

To see what your prospects get, click any of the links below to receive that E-Lert.

EquityE-Lert follows-up automatically while you take loan applications, educates your prospects to make decisions not based on rate alone, and keeps your name in front of each prospect during their critical decision-making period.

You activate EquityE-Lert as soon as a prospect gives you their home or business e-mail address:

1. Enter [ReferralBase].

2. If you haven't already done so, enter the prospect's name, e-mail address and referral source (see ReferE-Lert).

3. Choose borrower type (1st-Time Buyer, Repeat Buyer, Refinance, 1xClose Cnstr-perm). Select E-Lert  frequency (Daily, Every Other  Day, Weekly, Bi-Beekly or Monthly).

4. Select EquityE-Lert  from E-Lert options.

5. Select E-Lert  frequency (Daily, Every Other  Day, Weekly, Bi-Beekly or Monthly).

6. Push [Save Information]. You're done. EquityE-Lert turns your leads into loans. E-Lerts continue until the full series has been delivered or until you convert your prospect to a customer (and start sending them LoanE-Lert and My Mortgage Matters).

Stay in touch with all your leads.