Your Structurely AI Assistant will respond to your unresponsive refinance 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 refinance leads:

1 Day after initial lead registration - TEXT

Hi {first name}! Hope you're having an awesome day. This is {chatbot name} with {brokerage name}. What’s motivating you to consider refinancing your property?

2 Days after initial lead registration - EMAIL & TEXT

EMAIL

Hi {first name}!

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

There are generally a handful of reasons you be interested in refinancing your mortgage:

  1. Reduce your monthly payments

  2. Tap into your home equity

  3. Pay off your loan faster

  4. Get rid of mortgage insurance

  5. Switch from an adjustable rate to fixed rate mortgage

Which of these options sound right for you?

{chatbot name}

TEXT

Hey, {first name}. Wanted to check in with you again regarding your mortgage refinance inquiry on {lead source}. We want to make sure you're taken care of. If you had to guess, what is your home’s current value?

3 Days after initial lead registration - TEXT

Hey {first name}! {chatbot name} with {brokerage name}. I'd be happy to put together a few refi options 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 works best?

4 Days after initial lead registration - EMAIL

Hi {first name}!

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

Are you seriously considering refinancing or are you just checking out refi options out of curiosity?

I’m happy to help out either way!

{chatbot name}

5 Days after initial lead registration - TEXT

Hi {first name}! Are you still interested in refinancing your current mortgage? I want to make sure we're showing you some different options. What is your home’s current value? A guess is totally okay!

6 Days after initial lead registration - 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 refinancing in the next 3-6 months? If so, we'd love to discuss some financing options!

8 Days after initial lead registration - EMAIL

Hi {first name}!

We know the world of mortgages and refinancing can be extremely confusing!

We would be happy to guide you through the refinance process so you can lower your payments or tap into some home equity!

What’s motivating you to consider refinancing?

{chatbot name}

9 Days after initial lead registration - TEXT

Hey {first name}, {chatbot name} here with {brokerage name} again. I wanted to see if we could put together a few refinance options. Could you remind me about how much equity you have in your home currently?

14 Days after initial lead registration - TEXT & EMAIL

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 refinance options 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 - TEXT

{first name}, there are a lot of exciting (and confusing) options when it comes to refinancing. 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 - TEXT & EMAIL

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 thinking about refinancing? I appreciate it :)

EMAIL

Hi {first name}!

Thanks for reaching out about refinancing your mortgage awhile back.

Are you just trying to lower your monthly payments or is there another reason you’re considering refinancing?

{chatbot name}

40 Days after initial lead registration - EMAIL

Hi {first name}!

One of the many factors that goes into refinancing is the current balance of your mortgage.

How much do you have left on your mortgage?

{chatbot name}

56 Days after initial lead registration - TEXT

Hey {first name}! How has your refinance 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 - EMAIL

Hey {first name}!

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

Are you considering refinancing 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!

{chatbot name}

84 Days after initial lead registration - TEXT & EMAIL

TEXT

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

EMAIL

Hey {first name}!

Another factor when it comes to refinancing is how much equity you have in your current home.

How much equity do you currently have in your home?

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 - TEXT

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

114 Days after initial lead registration - EMAIL

Hey {first name}!

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

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 - TEXT & EMAIL

TEXT

Hi again {first name}! Are you still thinking about refinancing? Let us know how we can help :)

EMAIL

Hey {first name}!

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

{chatbot name}

155 Days after initial lead registration - TEXT

{first name} my colleague {agent name} mentioned I should follow-up with you since we haven't connected yet. Have you refinanced? Anything I can help with?

169 Days after initial lead registration - EMAIL

Hey {first name}!

What has you curious about refinancing your home?

Would you like to lower your monthly payments, pull some equity out of your home or pay off your loan faster?

{chatbot name}

170 Days after initial lead registration - 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 still thinking about refinancing? We have some great loan options for you.

185 Days after initial lead registration - EMAIL

Hi {first name}!

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

Are you getting closer to refinancing your mortgage? What can we do to help you through the refinance process?

{chatbot name}

200 Days after initial lead registration - TEXT

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

220 Days after initial lead registration - EMAIL

Hi {first name}!

I’ll shoot you a text in a few days as well if that’s easier but I wanted to check in and see what had you interested in refinancing your mortgage awhile back.

Are you just looking to lower your monthly payments or is there another reason?

{chatbot name}

225 Days after initial lead registration - TEXT

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

235 Days after initial lead registration - EMAIL

Hi {first name}!

Credit scores can have a huge impact on rates you can receive if you were to refinance your mortgage.

Has your credit score changed since you originally obtained your mortgage?

{chatbot name}

250 Days after initial lead registration - TEXT

Hey {first name}! {chatbot name} again with {brokerage name}. Have you already refinanced?

265 Days after initial lead registration - EMAIL

Hi {first name}!

One thing I’ll need to put together a few refinance options for you is your home’s current value. What do you think it’s currently valued at?

{chatbot name}

280 Days after initial lead registration - TEXT

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

300 Days after initial lead registration - EMAIL

Hi {first name}!

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

{chatbot name}

320 Days after initial lead registration - TEXT & EMAIL

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. How much equity do you have in your home currently? That helps us narrow down your refinance options.

EMAIL

Hi {first name}!

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

There are generally a handful of reasons you be interested in refinancing your mortgage:

  1. Reduce your monthly payments

  2. Tap into your home equity

  3. Pay off your loan faster

  4. Get rid of mortgage insurance

  5. Switch from an adjustable rate to fixed rate mortgage

Which of these options sound right for you?

{chatbot name}

350 Days after initial lead registration - TEXT

Hello {first name}! {agent name} asked me to reach out to see if you had any questions on what refinance option might be best for you. Is {email} still a good email address to send more info on those loan options to you?

365 Days after initial lead registration - TEXT & EMAIL

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 refinancing in the next 6 - 12 months or so?

EMAIL

Hi {first name}!

Are you still looking to refinance your mortgage?

We’d be happy to help you through the 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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