ERMA Lead Workflow

Trigger for the Purchase Prospect Campaign 74 Day : When a contact is added and after all of the following conditions are met… Contact Type is "Lead" Purpose is "Purchase" Borrower Credit Score is greater than "580" Or Combined Credit Score is greater than "580" When these are met the Lead is placed on the Workflow Automatically.

List View of the 74 Day Prospect Workflow: Immediately Task - Call Prospective Buyer After 1 day Email - Thank you!

After 4 days Email - Getting To Know You Survey - Purchase After 7 days Task - Courtesy Call After 12 days Email - Home Loans 101 - Overview After 14 days Email - Video Riddle: The Power of Preapproval After 21 days Task - Check in with prospect After 22 days Email - Video Riddle: Unusable Down Payment After 28 days Task - Courtesy Call After 34 days Email - Video Riddle: Should You Play The Waiting Game?

After 42 days Task - Check in with prospect After 44 days Email - Video Riddle: Can You Spot the Home Buyer's Mistake?

After 54 days Email - Prospect Game: Question Every Homebuyer Should Ask After 56 days Task - Disposition Prospect After 74 days Email - Please Review Your Credit Report

Action: 1 Action Type: Task #1 Title: Call Prospective Buyer Sent: Immediately After borrower is added to the Lead Workflow

“Call prospect, introduce yourself, and begin establishing a relationship. Indicate you'll be following up over the coming days.�

Action: 2 Action Type: Email #1 Title: Thank You! Sent: Day 1 After borrower is added to the Lead Workflow

Action: 3 Action Type: Email #2 Title: Getting to Know You Survey

Sent: Day 4 After borrower is added to the Lead Workflow

Action: 3 Continued Link in Email 2 Title: Getting to Know You Survey

Action: 4 Action Type: Task #2 Title: Courtesy Call Sent: 7 Days After borrower is added to the Lead Workflow

Call and Check in with the Buyer.

Action: 5 Action Type: Email #3 Title: Home Loans 101 Sent: Day 12 After borrower is added to the Lead Workflow

Video Link: https://sf3.tomnx.com/landingpage/?isPreview=true&token=PD9GUP&cid=MDnreKhBO&userId=7Gr3I7V

Action: 5 Continued View of Video Landing Page Title: Home Loans 101

Action: 6 Action Type: Email #4 Title: Video Riddle: The Power of Preapproval

Sent: Day 14 After borrower is added to the Lead Workflow

Video Link: https://sf3.tomnx.com/landingpage/?isPreview=true&token=RzYMtR&cid=MDnreKhBO&userId=7Gr3I7V

Action: 6 Continued View of Video Landing Page Title: Video Riddle: The Power of Preapproval

Action: 7 Action Type: Task #3 Title: Check in with Prospect Sent: 21 Days After borrower is added to the Lead Workflow

Call and Check in with the Buyer.

Action: 8 Action Type: Email #5 Title: Video Riddle: Unusable Down Payment Sent: Day 22 After borrower is added to the Lead Workflow

Video Link: https://sf3.tomnx.com/landingpage/?isPreview=true&token=nGeatl&cid=MDnreKhBO&userId=7Gr3I7V

Action: 8 Continued View of Video Landing Page Title: Video Riddle: Unusable Down Payment

Action: 9 Action Type: Task #4 Title: Courtesy Call Sent: 28 Days After borrower is added to the Lead Workflow

Call and Check in with the Buyer.

Action: 10 Action Type: Email #6 Title: Video Riddle: Should You Play the Waiting Game?

Sent: Day 34 After borrower is

Video Link: https://sf3.tomnx.com/landingpage/?isPreview=true&token=plyesz&cid=MDnreKhBO&userId=7Gr3I7V

Action: 10 Continued View of Video Landing Page Title: Video Riddle: Should You Play the Waiting Game?

Action: 11 Action Type: Task #5 Title: Check in with Prospect Sent: 42 Days After borrower is added to the Lead Workflow

Call and Check in with the Buyer.

Action: 12 Action Type: Email #7 Title: Video Riddle: Can You Spot the Home Buyer’s Mistake?

Sent: Day 44 After borrower is added to the Lead Workflow

Video Link: https://sf3.tomnx.com/landingpage/?isPreview=true&token=G25zhG&cid=MDnreKhBO&userId=7Gr3I7V

Action: 12 Continued View of Video Landing Page Title: Video Riddle: Can You Spot the Home Buyer’s Mistake?

Action: 13 Action Type: Email #8 Title: Prospect Game: Question Every Home Buyer Should Ask Sent: Day 54 After borrower is

*Licensing cut off Video Link: https://sf3.tomnx.com/landingpage/?isPreview=true&token=0GpzUD&cid=MDnreKhBO&userId=7Gr3I7V

Action: 13 Continued View of Video Landing Page Title: Prospect Game: Question Every Home Buyer Should Ask

Action: 14 Action Type: Task #6 Title: Disposition Prospect Sent: 56 Days After borrower is added to the Lead Workflow

“This prospect is at the end of a 74-Day campaign. Give them a call to determine next steps, review credit.”

Action: 15 Action Type: Email #9 Title: Please Review Your Credit Score Sent: Day 74 After borrower is added to the Lead Workflow

*Licensing cut off Webpage Link: https://www.annualcreditreport.com/index.action

Action: 15 Continued View of Webpage Title: Please Review Your Credit Report