BluMortgage Pre-Built Campaigns: Post-Close Drip Campaign

Introduction

BluMortgage comes with built-in campaigns to help you drive sales and increase customer retention without taking up your valuable time. One of our most popular drip-campaigns is our Post-Close campaign.

This campaign is designed to help you stay in contact with your borrowers after they have closed their mortgage. It will create an action plan (a set of dates) for the term of the mortgage- from the closing date to the maturity. During this time, your clients will receive an email on those dates.

Note: The action plan is dynamic based on the closing date and maturity date. So it'll automatically adjust if it's a 5-year term, 3-year term, etc.

How-To Guide

How to Customize and Turn on the Drip Campaign

By default, the Post-Close drip campaign will be turned off when you first sign-up for BluMortgage.

To turn these workflows on, please follow these steps:

Log In: Access your Blue Mortgage CRM account.
Access Workflows: Click the gear (⚙️) icon for settings in the top right corner (next to your icon) then Automation -> Workflow Rules
Find Action Plan Workflows: Click on the "All Modules" dropdown and select "Action Plans" to filter relevant workflows (Action Plan is another term for Post-Close Drip Campaign)
Customize Workflows: Click on each relevant workflow to see exactly what communication will get sent at what time. Feel free to click on the Email Notification to tweak the email template to your style and branding
Turn On Workflow: Once you're comfortable with the timing and messaging, click "Activate" in the top right corner

Note: Turning on a workflow only activates it for that specific date, not the entire drip campaign.

How to Enroll a Specific Mortgage in the Drip Campaign

Now that the drip campaign is turned on, you can now select what mortgages to enter into this campaign:

Select Mortgage Deal: Choose a mortgage that you closed for a client
Initiate Action Plan: Check the "Initiate Action Plan" box in the deal overview and hit the check mark to save
Review Action Plan: Navigate down to the Action Plans section and click on it to examine the set of dates for email communications within the mortgage

Note: the Closing Date and Maturity Date fields must contain dates for the action plan to work

Note: If you select the Initiate Action Plan checkbox for an older deal, such as a mortgage that closed 2 years ago, the automation will start at the appropriate spot. For example, the borrower's next email will be the 2-year check in, not the initial "Thank you" email

How to Stop the Drip Campaign for a Specific Mortgage

If a client finds a new property, or refinances their mortgage, you'll want to stop the drip campaign for the mortgage.

To do this, simply move the mortgage to the "Mortgage Closed - Do Not Market" Stage. This will remove the mortgage from the drip campaign

Video Overview

Related Workflows

Workflow	What it Does
Blu014_MJ_CloseMortCreateActionPlan	This will create a set of dates between the mortgage closing date and maturity date. These dates will provide the blueprint for the rest of the workflows.
Actions for Date 1 – Thank you	Thank you email will be sent to the borrower.
Actions for Date 2 – 30 Days	An email to check-in with the borrower 30 days after their closing date.
Actions for Date 3 – 45 Days	The borrower will receive an email asking them if they have considered purchasing homeowner’s insurance.
Actions for Date 4 – 80 Days	An email to check-in with the borrower 80 days after their closing date.
Actions for Date 5 – 180 Days	An email to check-in with the borrower 6 months after their closing date.
Actions for Date 6 – 1 Year Check in	An email to check-in with the borrower 1 year after their closing date.
Actions for Date 7 – 450 Days Check In	An email to check-in with the borrower approx. 1 year and 3 months after their closing date.
Actions for Date 8 – 540 Days In	An email to check-in with the borrower 1.5 years after their closing date.
Actions for Date 9 – 2 Year Check In	An email check-in with the borrower 2 years after their closing date.
Actions for Date 10 – 800 Days Thinking Change	An email to check-in with the borrower approx. 2 years and 2 months after their closing date.
Actions for Date 11 – 900 Days Don’t Sign	An email to check-in with the borrower approx. 2.5 years after their closing date.
Actions for Date 12 – 3 Year Check In	An email to check-in with the borrower 3 years after their closing date.
Actions for Date 13 – 1150 Days After Check In	An email to check-in with the borrower approx. 3 years and 2 months after their closing date.
Actions for Date 14 – 1200 Days After Rental Property	The borrower will receive and email asking them if they have considered looking at investment/rental properties.
Actions for Date 15 – 1350 Don’t Sign That Renewal	An email to the borrower approx. 3 years and 8 months after their closing date to initiate the first reminder about renewing with you.
Actions for Date 16 – 4 Year Check In	An email check-in with the borrower 4 years after their closing date.
Actions for Date 17 – 7 Months Until Renewal	An email to the borrower 7 months before their maturity date to remind them to reach out to you to renew.
Actions for Date 18 – 5 Months Until Renewal	An email to the borrower 5 months before their maturity date to remind them to reach out to you to renew.
Actions for Date 19 – 3 Months Until Renewal	An email to the borrower 3 months before their maturity date to remind them to reach out to you to renew.

BluMortgage Initiate Action Plan