Pre-Built Nurture Campaigns for Every Niche
Turn on a campaign, and it works forever. Pre-built lead nurture sequences for every mortgage niche — purchase, refi, FHA, VA, DSCR, hard money, reverse, commercial — plus automated realtor networking that keeps your agent partners engaged and sending referrals.
Each campaign includes a multi-touch email and SMS sequence tailored to how that borrower thinks, what they care about, and what moves them to apply. Turn it on and it runs.
Conventional Purchase
For buyers shopping for their first or next home. Covers pre-approval education, market insights, down payment options, the buying timeline, and a steady cadence pushing toward pre-qualification.
14 touches · 30 daysRefinance
For homeowners exploring lower rates or cash-out options. Compares their current rate to market, calculates monthly savings, explains refi costs vs. benefits, and drives toward a rate-lock conversation.
10 touches · 21 daysFHA Buyers
First-time buyers who need low down payment options. Explains FHA guidelines in plain English — 3.5% down, flexible credit, MIP, loan limits — and addresses the fear of "not qualifying" head-on.
12 touches · 28 daysVA Loans
For active military and veterans. Emphasizes zero down, no PMI, VA funding fee details, and eligibility. Tone is respectful, direct, and focused on the unique benefits they've earned.
10 touches · 21 daysDSCR / Rental Investors
For rental property investors who qualify on property cash flow, not personal income. Covers DSCR ratios, LTV limits, rate structures, portfolio scaling strategies, and 1031 exchange timing.
8 touches · 21 daysHard Money / Private Money
For borrowers who need fast, asset-based funding. Direct tone covering LTV, points, speed of close, exit strategies, and deal structure. Written for experienced investors, not first-timers.
6 touches · 14 daysBridge Loans
Short-term financing for borrowers between transactions. Covers bridge terms, rate expectations, exit strategy requirements, and timeline urgency. Fast-paced sequence matching the deal speed.
6 touches · 14 daysReverse Mortgage
Seniors 62+ exploring HECM options. Patient, educational tone covering how reverse mortgages work, debunking myths, explaining payout options, and involving family members in the decision.
14 touches · 45 daysCommercial Mortgage
Multi-family, retail, office, industrial borrowers. Covers commercial terms, cap rates, property types, loan structures, and the longer commercial lending timeline with appropriate follow-up pacing.
10 touches · 30 daysHere's the actual sequence a new purchase lead goes through when they enter your CRM. Every other niche follows a similar structure tailored to their journey.
Welcome + Speed to Lead
Instant SMS: "Hi [Name], thanks for reaching out! I'm [LO Name] — I'd love to help. Quick question: are you looking to buy in the next 30, 60, or 90 days?"
SMSWelcome Email
Personal introduction with photo, NMLS, and a "3 Things to Know Before You Buy" guide. Sets expectations for the relationship.
EmailPre-Approval Education
"Why getting pre-approved is your secret weapon." Explains the process, what's needed, and why it matters before house hunting.
EmailDown Payment Options
Breaks down conventional, FHA, VA, USDA, and down payment assistance programs. "You might need less cash than you think."
EmailCheck-In Text
"Hey [Name] — just checking in. Have you had a chance to think about getting pre-approved? I can have you done in 15 minutes."
SMSMarket Update
Local market snapshot: inventory, median prices, rate trends. Positions you as the expert with data, not sales pitches.
EmailHomebuying Timeline
"What to expect from offer to keys." Step-by-step visual guide that demystifies the closing process and reduces anxiety.
EmailUrgency + Rate Snapshot
"Rates are at [X]% this week — here's what that means for a $350K purchase." Real numbers, real savings, real urgency.
Email + SMSFinal CTA + Booking
"Ready when you are. Book a 15-minute call and I'll walk you through your exact numbers — no obligation." Calendar link.
Email + SMSRealtor relationships are your most valuable referral source — but staying top-of-mind takes effort. These automations keep the relationship warm so the referrals keep coming.
New Partner Welcome Sequence
When you add a realtor to your CRM, they receive a branded welcome email introducing your services, a co-marketing overview, and an invitation to schedule a strategy call. Sets the relationship off right.
Weekly Market Updates
Automated market snapshot emails to your agent partners: rate trends, inventory changes, and local market commentary. Positions you as their go-to lending resource and gives them data to share with their own clients.
Listing & Closing Celebrations
When an agent partner closes a deal (tracked in your CRM), an automated congratulations message fires — keeping you visible during their wins. Simple gesture, big relationship impact.
Quarterly Check-In Campaigns
Automated quarterly outreach: "How's business? Let's grab coffee." Keeps the relationship active even during busy seasons when you might forget to reach out manually.
Co-Branded Content Sharing
Automated distribution of co-branded homebuyer guides, market reports, and educational content that agents can share with their buyers — positioning both of you as the expert team.
Referral Tracking & Thank You
Every referral from an agent is tracked automatically. Thank-you messages fire when a referral enters your pipeline, and again when it closes — reinforcing the behavior that sends you business.
Lead nurture is just the beginning. These campaigns keep working long after the loan closes — generating repeat business, referrals, and reviews on autopilot.
Birthday Campaign
Automated birthday greetings to your database. Simple, personal, keeps you top-of-mind once a year without effort.
Loan Anniversary
"Happy 1-year homeowner anniversary!" Celebrates milestones and reminds past clients you're still their lender.
Rate Drop Alerts
When rates drop below a threshold you set, the system emails your database with a branded rate snapshot and savings calculator.
Property Value Alerts
Automated notifications when property values change in your clients' neighborhoods. Equity awareness drives refi and HELOC conversations.
Refi Reactivation (18-24 Mo)
Automatically identifies past clients in the refi window and triggers personalized rate comparison outreach.
Post-Close Review Request
After closing, automated review request sequence drives past clients to leave Google reviews — building your online reputation.
Referral Request Campaign
Periodic outreach to past clients: "Know anyone buying or selling?" Gentle, non-pushy referral asks that work because the timing is automated.
Holiday Campaigns
Branded holiday messages for Thanksgiving, New Year, July 4th, and more. Stay visible during seasons when people think about big life changes.
Common questions about the pre-built campaigns and automation workflows.
Stop manually following up with every lead. Turn on the campaigns that match your business, and let the CRM nurture every contact — from first click to closed loan and beyond.
Your Leads Deserve Better Follow-Up
9 niche campaigns. Realtor networking. Lifecycle automations. All pre-built.
All campaigns on every plan · Starting at $99/mo · 7-day trial · Cancel anytime
Mortgage CRM Lead Nurture Campaigns & Realtor Networking Automation
The biggest gap in most loan officers' businesses isn't lead generation — it's lead nurture. Studies consistently show that 80% of mortgage leads require 5+ touchpoints before they convert, yet most LOs give up after 1 or 2 follow-ups. The reason is simple: manual follow-up doesn't scale. You can't personally send 14 emails to 50 leads across 6 different niches while also closing active deals and maintaining realtor relationships.
Our CRM solves this with pre-built nurture campaigns for every major mortgage niche — conventional purchase, refinance, FHA, VA, DSCR, hard money, bridge, reverse mortgage, and commercial. Each campaign includes a multi-touch email and SMS sequence tailored to how that specific borrower type thinks, what questions they have, and what it takes to move them from inquiry to application.
Niche-Specific Campaigns That Speak the Borrower's Language
A first-time FHA buyer has completely different concerns than a DSCR rental investor. The FHA buyer worries about qualifying with imperfect credit. The DSCR investor wants to know LTV limits and whether they qualify on property cash flow. Generic "one-size-fits-all" drip campaigns fail because they talk to everyone and connect with no one. Our campaigns are written for each niche: the language, the content, the objections addressed, the call-to-action, and the pacing are all tailored to that borrower type.
Realtor Networking on Autopilot
Realtor relationships are the most valuable — and most neglected — referral source for loan officers. It's not that LOs don't value agent relationships; it's that maintaining them manually takes time they don't have. Our realtor networking automations handle the ongoing relationship maintenance: weekly market updates position you as their go-to lending resource, co-branded content gives them something to share with clients, referral tracking shows you which agents are most engaged, and automated thank-you messages reinforce the referral behavior. The relationship stays warm even when you're buried in active deals.
Lifecycle Campaigns: From Close to Repeat Business
Lead nurture gets a borrower to the closing table. Lifecycle campaigns keep them in your orbit for the next 30 years. Birthday greetings, loan anniversary messages, property value alerts, rate drop notifications, referral requests, and review campaigns all run on autopilot — ensuring past clients think of you first when they refinance, buy their next home, or refer a friend. The cost of re-engaging a past client is a fraction of acquiring a new lead, and these campaigns make it effortless.
Available on Every Plan
All lead nurture campaigns, realtor networking automations, and lifecycle workflows are included on every plan starting at $99/month. Premiere and Elite plans add AI-powered follow-up agents that handle real-time conversations across chat, voice, SMS, and social DM — complementing the automated campaigns with intelligent human-like engagement. Start your 7-day free trial and turn on the campaigns that match your business today.