Once your clients have been added, you can proactively leverage their information to find hot outreach opportunities that will make both you and your client happy!

To get started click on the Homeowners tab and then sort by the rate column to order your clients from highest rate to lowest. Watch the gif below to see how.

Once sorted, compile a client list for outreach:

If you aren't sure if they're eligible for a refi, you can view their digest to see if the refi module is showing. It only shows when clients are eligible.

Gain further insight into your client by viewing their engagement history

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Need some outreach ideas? We have a few:

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  • Call them directly, ask them how they're doing, how they like the report, and see if they have any questions!

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