Best practices for contacting your customers when you get an alert that they may be in the market for a mortgage.
We have made this part easy for you! Each alert tells a different story, so we have created Scripts & Playbooks for each alert type. This will give you a background on the alert, for example, the borrower's activity that indicates that they are, or will be shortly, in the market for a mortgage transaction.
Here are a few Scripts & Playbooks to get you started...
- Mortgage Inquiry Alert - MBai2 - Script & Playbook
- Predictive Home Seller Scenario - MBai162 - Script & Playbook
- Predictive Home Buyer Scenario - MBai150 - Script & Playbook
- Or click here for a full list of Scripts & Playbooks for engaging with your clients.
You will also see a button on each alert that says "Script & Playbook" that will open up the playbook for that specific alert's scenario. You can also search above for the Script & Playbook for each Alert Intel code that starts with MBai###.
If you want more help getting started, our team is happy to set up a team training or one-on-one! To schedule a meeting, visit our Contact Us page for options.