Agent In-Process Campaign E&V

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Customized In-Process Campaign Prepared for: Engel & Volkers

In our effort to continue to add value to our partnership, we have created a custom In-Process auto-campaign to help communicate with our customers during the loan process.


Email #1

Application Received

Subject Line: Your Application has been received!


Email #2

Processing

Subject Line: Your loan is in Processing!


Email #3

Underwriting

Subject Line: Your loan has been submitted to Underwriting!


Email #4

Conditional Approval

Subject Line: Your loan has been granted Conditional Approval!


Email #5

Cleared to Close

Subject Line: Your loan is Cleared to Close!


Email #6

Closed

Subject Line: Your loan has Closed! Welcome home!

All Emails Sent to: Borrower CC: Co-borrower, Buyer’s Agent, Seller’s Agent BCC: Sender (Loan Officer) Coming Soon: Co-Branded versions of emails with Agent’s information Appraisal In-Process email


For more information or if you have questions, please contact Lesley Springfield at Lesley.Springfield@lionbank.com. We are happy to create a campaign that is unique to your business.

LionBank.com/Mortgage

Loans subject to normal credit approval criteria. Certain program restrictions may apply. Rev. 10.11.2018


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