Using Resources

Available Nurture Campaigns

We believe that situational marketing can be the key to more business for you. That is why we market to customers in a way that speaks to them and their current situation. See below for the 25+ nurture campaigns that are included with automator.

Buyer-Specific Campaigns & Journeys

  • Change of Life Campaign

    • TARGET: Buyers in less-than-ideal times
    • Gentle discussion of mortgage finance

  • Downsizing Campaign

    • TARGET: Buyers wanting a smaller home
    • Educate buyers on downsizing their home

  • First-Time Homebuyer Campaign

    • TARGET: Renters seeking family home
    • Gives great info about getting ready to buy

  • Home Renovation Campaign

    • TARGET: Buyers looking to remodel
    • Tips for renovating and maximizing updates

  • Homebuyer Campaign

    • TARGET: Any buyer
    • Educate on becoming a successful homebuyer

  • Investment Properties (Rental) Campaign

    • TARGET: Buyers seeking income property
    • Educate investors while comparison shopping

  • Jumbo Loan Campaign

    • TARGET: Buyers of more expensive homes
    • Explains the jumbo loan process

  • LGBTQIA+ Homebuyer

    • TARGET: LQBTQIA+ community
    • Touches base during house hunting process

  • Move Up Buyer

    • TARGET: Buyers with a mortgage already
    • How to prep for selling your current home and purchasing a new home

  • New Construction Campaign

    • TARGET: Buyers wanting to build
    • Keep in contact during the building process

  • Pre-Approval Campaign

    • TARGET: Pre-approved buyers
    • Touches base during house hunting process 

  • Refinance Campaign

    • TARGET: Current mortgage owners
    • Educates about advantages of refinancing

  • Relocation

    • TARGET: Buyers relocating to new city/state
    • Guide to relocating to a new location

  • TBD Loan

    • TARGET: Any homebuyer with a TBD approval shopping for a home
    • Keeps in touch with the homebuyer throughout the loan cycle

  • Urban First-Time Homebuyer Campaign

    • TARGET: Renters in their 20’s looking to purchase in a more urban area
    • Gives great info about getting ready to buy

  • VA Loan Campaign

    • TARGET: Veterans
    • Educates about VA loans 

  • Vacation Home

    • TARGET: Buyers seeking vacation homes
    • Educates buyers on owning a second home,
    • specifically a vacation home

Purchased Lead Campaigns

  • Aggressive Purchased Leads

    • TARGET: Any purchased lead
    • Lead follow-up tool with aggressive approach

  • Purchased Leads

    • TARGET: Made for request leads, warm leads, or landing page leads
    • Lead follow-up tool with less aggressive approach

  • Lead Follow Up

    • TARGET: Customers who did not apply for a loan after a campaign 
    • Keep you top of mind with prospective customers


Not-Yet Solutions

  • Missed Opportunities Campaign

    • TARGET: Buyers who chose another lender
    • Reminder you will help if they need you

  • Credit Improvement Campaign

    • TARGET: Buyers needing to raise credit score
    • Teaches how to improve credit scores 

  • Still House Hunting

    • TARGET: Buyers having trouble finding a home
    • Touches base through the home search process

Relationship-Building Campaigns

  • Builder Introduction

    • TARGET: Any builder you are trying to work with
    • Explains why they should partner with your company

  • Financial Professionals

    • TARGET: Any financial professional you are trying to work with
    • Explains why they want to partner with your company

  • New Agent Campaign

    • TARGET: Realtors you have worked with once
    • Explains why they want to partner with your company

  • New Business Contact

    • TARGET: Any potential business partner
    • Explains why they should partner with your company

  • Realtor Re-Engagement

    • TARGET: Engaging agents you already work with or reengaging with agents from the past
    • Educates about advantages of refinancing

Future Training

Our goal is to provide you with resources and training to make using MATRIX easy

April 2024

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1:40am Yankees (5) @ Diamondbacks (2)

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1:40am Yankees (0) @ Diamondbacks (7)

7:40pm Yankees (6) @ Diamondbacks (5)

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5:05pm Blue Jays (3) @ Yankees (0)

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11:05pm Blue Jays (8) @ Yankees (9)

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5:35pm Blue Jays (3) @ Yankees (8)

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10:05pm Marlins (0) @ Yankees (7)

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11:05pm Marlins (2) @ Yankees (3)

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11:05pm Marlins (5) @ Yankees (2)

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4:10pm Yankees @ Guardians

4:10pm Yankees (3) @ Guardians (2)

10:10pm Yankees (8) @ Guardians (2)

Show all

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5:40pm Yankees (7) @ Guardians (8)

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11:07pm Yankees (1) @ Blue Jays (3)

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11:07pm Yankees (4) @ Blue Jays (5)

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7:07pm Yankees (6) @ Blue Jays (4)

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11:05pm Rays (3) @ Yankees (5)

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5:05pm Rays (2) @ Yankees (0)

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5:35pm Rays (4) @ Yankees (5)

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5:05pm Athletics (2) @ Yankees (0)

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11:05pm Athletics (3) @ Yankees (4)

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11:05pm Athletics (3) @ Yankees (7)

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11:05pm Athletics (3) @ Yankees (1)

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12:10am Yankees (6) @ Brewers (7)

11:10pm Yankees @ Brewers

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6:10pm Yankees @ Brewers

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10:35pm Yankees @ Orioles

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10:35pm Yankees @ Orioles

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10:35pm Yankees @ Orioles

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5:05pm Yankees @ Orioles

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11:05pm Tigers @ Yankees

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5:05pm Tigers @ Yankees

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5:35pm Tigers @ Yankees

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