“A competitor was dialing for refinances. They called two of my previous borrowers. The borrowers’ name showed up on a Daily Report under Inquiry Alerts. I sent a quick Refinance Opportunity email – “Was thinking of you the last few days. Hope you and all your family are well. Your current note rate is 4.5%. Todays’ rates are in the mid-2% range. Thought you might have interest in seeing refinance options. Please let me know.” The competitor didn’t stand a chance! The customer already knew me and my Team; they had a great first experience; and we offered better rates with a quick closing timeline!!!!
This past month, I closed two refinance loans for the same customer totaling $862,500. And, this past month, I took one new application totaling $510,400. Plus, that customer referred me to his uncle for another new application totaling $290,950. That $1,663,850 in loans!!!! John, I can just hear you saying, “Way to go!” Well, thanks for the pat on the back. But the pat truly belongs to MFS for providing the My Unify software. My Unify alerted me to opportunity. With a simple, follow-up email, opportunity turned into $1.7m in loan volume! YEAH!!!!! J J J
Thanks for all you do. It is so appreciated!!!”