Marketing Guide March 2025 - Flipbook - Page 14
total expert Spotlight
JOURNEY:
A series of automated emails that
deliver the next best touch point
with your customer based on their
behaviors and preferences.
Pre-Purchase
Borrowers are automatically started on
this journey after their loan is started in
Encompass without a street address and
when it's not a refinance. Contacts can
be manually started on this journey by
adding them to the “Prospects” group.
This journey sends periodic emails
checking-in on how someone’s house
shopping is going.
In-Process
Borrowers are automatically started on
this journey after their loan is started
in Encompass without a street address
and when it's not a refinance. They
will receive email and SMS updates
throughout the loan process. Updates are
triggered by loan milestone changes. The
updates will end once the loan is funded.
Post Close
Borrowers are automatically started
on this journey after closing. They will
receive emails periodically for five years
to help keep your name top-of-mind.
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Marketing Manual
