MSHLRECRUITING JOURNEY
TotalExpertRecruitmentJourneyTimeline
SendEmail Day1
IntroEmail:WhoAreWe?
Gifting Day7 Personalizedhandwrittennote
Gifting SendText/Call Day30
Gift:Tier1-3mailedwithnote TaskUsertofollowup(1month)
AutoEmail Day60 Email:TheMainStreetDifference
AutoEmail Day90 Email:ProductSpotlight
AutoEmail Day150
Gifting SendText/Call Day210
AutoEmail Day270
Email:TheBorrowerExperience
Gift:Tier1-3mailedwithnote TaskUsertofollowup(6months)
Email:Technology
SendText/Call/Meeting Day365 TaskUsertofollowup(1year)
AutoEmail Day410 Email:Operations
AutoEmail Gifting(Tier3) Day455
Email:MarketingTech Gift:Tier3only
AutoEmail Day500 Email:CustomMarketing
SendEmail Day500 TaskUsertofollowup(1.5year0
JOURNEYENDS Day500 ContactisremovedfromJourney
Send-Email:Whoweare
Subject:
DiscoverWhoWeAre:Integrity,Innovation,Impact|MainStreetHo
Body: WhoAreWe?
MainStreetHomeLoans
AtMainStreetHomeLoans,we'remorethanjusta mortgagelender—we'reanaward-winning,multistateteamdedicatedtohelpingborrowersachieve theirhomeownershipdreams.Licensedin49states, wefocusondeliveringexceptionalserviceanda streamlinedloanprocess.
Integrity,honesty,andethicsareatthecoreof everythingwedo,ensuringweupholdthehighest standardsintheindustry.Wealsobelievein innovationandactivelyshapingthefutureofthe mortgageandrealestateindustries,empowering ourteamstomakeameaningfulimpact.
WhenborrowersworkwithMainStreetHomeLoans, they'renotjustgettingaloan they'regettinga partnertheycantrust.
Send-PersonalizedNote Handwrittennoteismailed
TIER1-Book
“Hi{Recipient},IhopeyouenjoythisbookandIlookingforward totakingsmallstepstogethertocreatesomethingamazing!”
TIER2-GoalSettingPad
“Nomatterhowmanygoalsyouhaveachieved,youmustset yoursightsonahigherone.Lookingforwardtowatchingyou crushyourgoals”
TIER3-GoalSettingPad
“Nomatterhowmanygoalsyouhaveachieved,youmustset yoursightsonahigherone.Lookingforwardtowatchingyou crushyourgoals”
TIER1-PowerBank
“Excitedattheopportunitytopowerupourbusinesstogether”
TIER2-ToolKit
“TheRightToolsMakeAlltheDifference.Support,tech, leadership—andbreathingroom.Youdeserveatoolboxthat’s actuallybuilttohelpyousucceed.”
TIER3-HoverPen
EmailReminder
RemindersenttoUsertotouchbaseat6months
Send-GiftwithNote
TIER1-GoalSettingPad
“Nomatterhowmanygoalsyouhaveachieved,you mustsetyoursightsonahigherone.Lookingforwardto watchingyoucrushyourgoals”
TIER2-S’MoreKit
“MoreDeals,LessStress,S’MoreSupport.You’vegotthe hustle.Let’sgiveyouthetoolstomatchit.Let’sbuild somethingrealtogether.”
TIER3-MovieNightKit
“Qualitydowntimeissomethingwereallyvalue. Whetherwithyourfamilyoraspartofsomeself-care, enjoyamovienightonme!”
Subject:
Body:
CuttingEdgeMarketingTechnology
Ourmarketingtechnologyisdesignedtoempoweryour businessandelevateyourbrand.Fromseamlessonboardingtocutting-edgetools,weprovideeverything youneedtoattractclients,buildrelationships,andgrow yourdigitalfootprint.Withmoderndesigns,integrated CRM,andreal-timeupdates,ourplatformensuresyou stayaheadinacompetitivemarket.
Seamlessonboarding
High-endmarketingtech Socialmediaassistance
DigitalFootprintOptimization Custommaterials
RECRUITING JOURNEY
TheRecruitingJourneyisliveinTotalExpertforallMSHL users.ToaddacontacttoaJourneyTIER,simplyadd theircontactinformationincludingaddress,and assignthemtoGroup:Tier1_MSHLRecruit,Tier2_MSHL RecruitorTier3 _MSHLRecruit.Assignmenttooneof thisgroupsiswhattriggerstheJourney.Don’tforget thisstep!
Thegiftingtiersarebilledtotheindividualuservia paymentinformationenteredintoTotalExpert
Yes,thecontentiscustomizable.Usersareableto requestadditionemailcontent,remindersandJourney timelineadjustments.PleasereachouttoCarriefor customizationonlywhenyou’rereadytoaddacontact.
TheJourneyissettorun1.5yr.Contactsremainin TotalExpert,withGroupassignmentoncethe Journeyends.
