LeadE-Lert | LoanE-Lert | ReferE-Lert | SpecialE-Lert | EquityE-Lert | Money and Marketing | My Mortgage Matters |
 
 

ReferralBase sends each of your prospects a series of 11 or more focused and automated LeadE-Lert e-mails, targeted to the borrower type you choose (1st-Time Buyer, Repeat Buyer, Refinance, 1xClose Cnstr-perm). Each E-Lert appears to be coming from you and gives your prospects must-know information about home financing. 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.

Click here to receive them all at once.

E-Lert: How to get the best mortgage deal

E-Lert: Who determines mortgage rates?
E-Lert: Good faith estimate versus APR
E-Lert: The $$ advantages of pre-approval
E-Lert: Get the seller to pay you
E-Lert: Should you pay discount points?
E-Lert: Save $$ when you close
E-Lert: Grading your credit
E-Lert: Mortgage insurance--friend or foe?
E-Lert: What's deductible when you purchase?
E-Lert: What to bring to loan application
E-Lert: When does it pay to refinance?
E-Lert: Mortgage rate measuring sticks
E-Lert: What's deductible when you refinance?
E-Lert: Be the banker when you build
E-Lert: Tips to save $$ when you build
E-Lert: What to expect with a one-time close
E-Lert: Don't take risks when you build
E-Lert: Home construction tax benefits

 

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

  1. Enter [ReferralBase].

  2. 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. Push [Save Information]. You're done. LeadE-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.