BluMortgage Pre-Approval Campaign

BluMortgage Pre-Built Campaigns: Pre-Approval Campaign

Your BluMortgage system comes with built-in campaigns to help you drive sales and increase customer retention without taking up your valuable time. The Pre-Approval Campaign will send an email to your borrower when their mortgage is Pre-Approved and it will send follow-up emails proceeding their pre-approval expiry date.



How to Start the Automation

To begin using the Pre-Approval campaign, first ensure that the related workflows (listed below) are turned on.

Next go to the Mortgages module and click the Pre-Approval Campaign? checkbox.

Please note: there must be an amount entered into the Pre-Approved Amount field and a date entered in the Pre-Approval Expiry Date field for the campaign to work.

The automations will continue as long as the following conditions are met:

  1. The Mortgage is in the Pre-Approved stage in your deal pipeline.
  2. The Pre-Approval Campaign checkbox is selected.

Related Workflows

Workflow

What it Does

BLU020E: Pre-Approval External
  1. The system will date-stamp the Date of Pre-Approval.
  1. An email will be sent to the borrower to notify them that their mortgage has been pre-approved.

BLU021E: Pre-Approval Follow Up 1 - External
  1. 7 days after the campaign was started, the borrower will receive an email to check-in with them.

BLU022E: Pre-Approval Follow Up 2 - External
  1. 75 days before the Pre-Approval Expiry Date, the borrower will receive an email reminder.
  1. 45 days before the expiry date, the borrower will receive a second reminder email.
  1. 15 days before the expiry date, the borrower will receive a final reminder email.

BLU024E: Pre-Approval Follow-Ups Internal

·       45 days before the Pre-Approval Expiry Date, you will receive a task notification in your BluMortgage system.

·       15 days before the expiry date, you will receive another task notification to remind you of the approaching expiry date.

 

How to Stop the Automation

This email campaign will stop automatically once this mortgage has been moved from the Pre-Approval stage.

If for any reason you want to stop the workflow for a particular borrower, you can de-select the Pre-Approval Campaign? checkbox.


How to can I make the Pre-Approved Amount and Pre-Approval Expiry Date Mandatory?

You can create a rule to make the Pre-Approved Amount and Pre-Approval Expiry Date fields mandatory when a mortgage reaches the Pre-Approval stage. Watch the video below to learn how to create that rule in your BluMortgage system:





To continue learning about the campaigns that come pre-built in your BluMortgage system, please continue to the next article, which will talk about the post-close drip campaign (called the Initiate Action Plan): https://desk.zoho.com/portal/blurootsupport/en/kb/articles/blumortgage-pre-built-campaigns-post-close-drip-campaign