The Refi Opportunity email is an automated email that lets a client know the moment they newly qualify for a refinance — the same trigger that puts them on your opportunity lists Ready for a Refi opportunity list.
What the Refi Opportunity email contains
The Refi Opportunity email displays the client's estimated monthly savings, their current rate vs. today's rate, and a button to compare payments with their loan officer.
This email is sent once at the moment the client qualifies. This can happen at any time as ir depends on rates and the client's loan, not a specific calendar date.
Subject line & preview text
Subject: "Your mortgage payment comparison is ready"
Preview text: "Rates dropped. It could change your monthly payment."
Where the call to action take your client
"Compare your payment" — takes the client to their refinance options in the Home Digest, pointed at their loan officer.
Have questions?
Send customer support a direct message using the pink icon located at the bottom right corner of your account.