New Home Loan Smart Drips - Text + Email
Here's how your Structurely AI Assistant will respond to your unresponsive Mortgage Leads via text AND email 🤓
Jesslyn Prohaska avatar
Written by Jesslyn Prohaska
Updated over a week ago

Your Structurely AI Assistant will respond to your unresponsive mortgage leads 40 times over 12 months

(These messages are in addition to the instant message your Structurely AI Assistant sends and after 15 minutes of no response initially from a lead.)

Here's what those Smart Drip messages look like for mortgage leads:

1 day after initial lead registration (send during day time hours) - TEXT

Hi {first name}! Hope you're having an awesome day. This is {chatbot name} with {brokerage name}. What was the type of loan you were shopping for? Wanted to see if I could clarify any questions for you!

2 days after initial lead registration (send during day time hours) - EMAIL & TEXT

EMAIL

Hi {first name},

This is {chatbot name} with {brokerage name}.

We have a variety of different mortgage products that could work best for you.

What type of loan are you looking for?

{chatbot name}

TEXT

Hey, {first name}. Wanted to check in with you again regarding your home loan inquiry on {lead source}. We want to make sure you're taken care of. What is the price range you're looking to get approved for?

3 days after initial lead registration (send during day time hours) - TEXT

Hey {first name}! {chatbot name} with {brokerage name}. I'd be happy to put together a few quotes for the loan you're looking for but would need a few more details from you. Would you have some time for a quick chat this week, if so what day?

4 days after initial lead registration (send during day time hours) - EMAIL

Hi {first name},

This is {chatbot name} with {brokerage name}.

Are you seriously considering making a move or are you just checking out mortgage options out of curiosity?

I’m happy to help out either way

{chatbot name}

5 days after initial lead registration (send during day time hours) - TEXT

Hi {first name}! Are you still interested in getting a mortgage? I want to make sure we're showing you some options. Can you remind me what type of loan you're looking for again?

6 days after initial lead registration (send during day time hours) - TEXT

Hi again {first name}. {chatbot name} from {brokerage name}. Wanted to make sure we're not dropping the ball with you. Are you considering a move in the next 3-6 months? If so, we'd love to discuss some financing options!

8 days after initial lead registration (send during day time hours) - EMAIL

Hi {first name},

We know the world of mortgage can be extremely confusing

We would be happy to guide you through the process so you can get the right mortgage for your unique situation.

Do you know what type of mortgage you’d like to get?

9 days after initial lead registration (send during day time hours) - TEXT

Hey {first name}, {chatbot name} here with {brokerage name} again. I wanted to see if we could put together a few options for a loan. Could you remind me of the price range you're looking for a house in again?

14 days after initial lead registration (send during day time hours) - EMAIL & TEXT

TEXT

{first name}, we want to make sure we're not dropping the ball with you. I sent you a message a few days back about some of your mortgage quotes, would you like me to send you those options? What would be the best email to reach you at?

EMAIL

Hi {first name},

Since there are so many different mortgage products that might be a fit for you, would it be helpful to jump on a quick call to walk you through your options? Just let me know

{chatbot name}

21 days after initial lead registration (send during day time hours) - TEXT

{first name}, there are a lot of exciting (and confusing) options when it comes to getting a new mortgage. We'd love to help you make sense of the process. Do you have some time this week to chat about your options?

28 days after initial lead registration (send during day time hours) - EMAIL & TEXT

TEXT

Hey {first name}. We heard from you about a month ago and haven't heard back since...Could you do me a favor and let me know if you're still in the market to make a move? I appreciate it :)

EMAIL

Hi {first name},

Most realtors are going to want you to have a prequalification letter before you start seriously looking for homes.

Are you still in the market for a new home? If so, we can get the prequalification process started for you! We’ll make it as painless as possible for you.

{chatbot name}

40 days after initial lead registration (send during day time hours) - EMAIL

Hi {first name},

Are you a veteran or a first time home buyer?

If so, there are some special mortgage options for you that we could talk about.

{chatbot name}

56 days after initial lead registration (send during day time hours) - TEXT

Hey {first name}! How has your home and mortgage search been? Have you found a lender you're happy with already? We would love to help you compare some rates either way :)

68 days after initial lead registration (send during day time hours) - EMAIL

Hey {first name},

We haven’t heard back from you since you were checking out different mortgage options.

Are you considering a move in the next 3-6 months or is it a little further off?

I can send you updated mortgage rates if that would be helpful

84 days after initial lead registration (send during day time hours) - EMAIL & TEXT

TEXT

Hey there {first name}, it's been almost 3 months since we heard from you and we wanted to make sure your mortgage needs are covered! It sounds like you may not be in the market right now, but would moving in the next 3 - 6 months be your ideal target?

EMAIL

Hey {first name},

So I can get a few different mortgage options together for you, what price range would you like to stick to?

Feel free to send me a text if that’s easier for you! I sent you a text earlier today.

{chatbot name}

100 days after initial lead registration (send during day time hours) - TEXT

Hey {first name}! It's been awhile since we heard from you on {lead source}. Are you just shopping around for mortgages or are you still thinking about moving?

114 days after initial lead registration (send during day time hours) - EMAIL

Hey {first name},

You were checking out some different mortgage options a few months back. Are you still considering moving?

Is there anything I can do to assist you? I could send you current rates or schedule a call to discuss your needs. Let me know

{chatbot name}

130 days after initial lead registration (send during day time hours) - EMAIL & TEXT

TEXT

Hi again {first name}! Are you still in the market for a mortgage? Let us know how we can help :)

EMAIL

Hey {first name},

I sent you a text earlier today. Are you still considering buying a home?

{chatbot name}

155 days after initial lead registration (send during day time hours) - TEXT

{first name} my colleague <data=agent_name> mentioned I should follow-up with you since we haven't connected yet. Have you been able to find what you were looking for in a new home loan? Anything I can help with?

169 days after initial lead registration (send during day time hours) - EMAIL

Hey {first name},

I forgot to ask… are you looking for a home for yourself, as an investment or just looking for a friend?

{chatbot name}

170 days after initial lead registration (send during day time hours) - TEXT

Hey {first name}. {chatbot name} with {brokerage name} again. We haven't heard from you in 6 months or so now and I wanted to make sure we didn't drop the ball. Are you a Vet or a first time home buyer by chance? If so there are some great loan options for you.

185 days after initial lead registration (send during day time hours) - EMAIL

Hi {first name},

We know sometimes folks start online research way before they are planning on actually moving. I figured this might be the case for you.

Are you getting closer to making a move at this point? What can we do to help you through the mortgage process?

{chatbot name}

200 days after initial lead registration (send during day time hours) - TEXT

Hey {first name} hope you're having a great day! Would you care to see a few loan options we can put together for you? Is {email} a good place to send them?

220 days after initial lead registration (send during day time hours) - EMAIL

Hi {first name},

I’ll shoot you a text in a few days as well but what price range would you like to stick to in your search?

I can send over a few different mortgage options for you based on your price range

{chatbot name}

225 days after initial lead registration (send during day time hours) - TEXT

{first name} I haven't heard back from you yet about your mortgage search. Would it be easier to email or text you? Is <data=email> still the best place to reach you?

235 days after initial lead registration (send during day time hours) - EMAIL

Hi {first name},

Have you determined what type of loan you’d like?

If you’re a veteran or first time buyer, we have some special options available for you

{chatbot name}

250 days after initial lead registration (send during day time hours) - TEXT

Hey {first name}! {chatbot name} again with {brokerage name}. How's your mortgage hunt coming along? There are some different loan options for you depending on how you use your property. Are you looking for an investment, vacation place, or a home for your primary residence?

265 days after initial lead registration (send during day time hours) - EMAIL

Hi {first name},

What are the top 3 things you’re looking for in your next home?

I’d be happy to send you properties that match your criteria

{chatbot name}

280 days after initial lead registration (send during day time hours) - TEXT

Hi there {first name}, I was checking through our contacts at {brokerage name} and I was curious - what had you looking at mortgages? Are you just looking or still seriously considering moving in the next year?

300 days after initial lead registration (send during day time hours) - EMAIL

Hi {first name},

Have you found a lender you’re going to work with for your home purchase?

{chatbot name}

320 days after initial lead registration (send during day time hours) - EMAIL & TEXT

TEXT

{first name}, you're probably sick of hearing from me at this point, but I want to make sure I'm not dropping the ball here. We're putting together a few loan options for you but I'm missing the locations type of loan you're looking for? VA, FHA, conventional...or something else?

EMAIL

Hi {first name},

I sent you a text earlier today as well but what type of loan are you looking for?

I can send a few options that might make sense

{chatbot name}

350 days after initial lead registration (send during day time hours) - TEXT

Hello {first name}! <data=agent_name> asked me to reach out to see if you had any questions on what type of loan might be best for you. Is <data=email> still a good email address to send more info on those loan options to you?

365 days after initial lead registration (send during day time hours) - EMAIL & TEXT

TEXT

Hey {first name}! This is {chatbot name} checking in 1 last time for awhile now. We heard from you almost a year ago now on {lead source} and I was curious if you'll be considering getting a mortgage in the next 6 - 12 months or so?

EMAIL

Hi {first name},

Are you still looking to make a move?

We’d be happy to help you through the mortgage process

{chatbot name}


If you have any suggestions to these scripts please let us know by sending us a message via the floating bubble in the right hand corner.

Happy closings!
🚀 The Structurely Team

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