Powering Your Playbook Mortgage Campaigns

Want to know what mortgage form fields power your mortgage campaigns? Use this cheat sheet in relationship to your Pipeline Sequences PDF to find out! All you need to do is keep your information up-to-date in your mortgage forms.

NOTE: 84% of your Pipeline campaigns are powered by the Pipeline Sequence and/or Loan Purpose fields. Another 3% of mortgage campaigns are powered by the Needs List radio buttons. The remaining 13% of campaigns are powered by the Milestone (Application) check boxes.

~That’s it -check it out below!

• Lead
  1 Campaign powered by:
  • Pipeline = Lead
    • No Loan Purpose Required

• Follow-up
  1. Campaign powered by:
  • Pipeline = Followup
    • No Loan Purpose Required

• Credit Repair
  1 Campaign powered by:
  • Pipeline = Credit Repair
    • No Loan Purpose Required

• Canceled
  1 Campaign powered by:
  • Pipeline = Canceled
    • No Loan Purpose Required

• Prospect
  4 Campaigns powered by:
  • Pipeline = Prospect
    • Loan Purpose = Purchase/Const Perm
      –or–
    • Loan Purpose = Refi-cashout/Refi-no cashout

• Pre-qual
  4 Campaigns powered by:
  • Pipeline = Pre-qual
    • Loan Purpose = Purchase/Const Perm
      –or–
    • Loan Purpose = Refi-cashout/Refi-no cashout

• Needs List
  1 Campaign Powered by:
  • Needs List Complete
    • Radio Button = No Selection (default) – does not run
    • Radio Button = NO – Starts needs list calls/emails
    • Radio Button = YES – Stops needs list calls/emails

• Application
  4 Campaigns powered by:
  • Pipeline = Application
    • Loan Purpose = Purchase/Const Perm
      –or–
    • Loan Purpose = Refi-cashout/Refi-no cashout

• Milestone Email (Application)
  4 Campaigns powered by:
  • Check Box to Send Email
    • Appraisal Received = Checked – Sends Email Immediately
    • Loan is Approved = Checked – Sends Email Immediately
    • Loan Clear to Close = Checked – Sends Email Immediately
    • Closing Docs are Out = Checked – Sends Email Immediately

• Funded
  5 Campaigns powered by:
  • Pipeline = Funded
    • Long Term Campaign requires funded date

• Funded Online Review Request
  2 Campaigns powered by:
  • Pipeline Funded
    –and–
    • Online Review Request radio buttons
      • Auto – Sends request 14 days after funding
      • Do Not Send – Does not send request at all (default)
      • Send Now – Sends Immediately