email template library

8/18/2019 Email Template Library

1/332

#2 of Clint Thompson Success Email ..............................................................................6

Amanda Lyman – November Newsletter .........................................................................7

Clint Thompson Success Email .......................................................................................8David Hosterman - Free Home Buying Seminar .............................................................9

Generic I'm around this weekend ...................................................................................10

Hosterman - Mobile App - Mortgage Calculator ...........................................................11Jennifer Gokool – November Newsletter ......................................................................12Monthly CCM Must Reads ............................................................................................13

Revised Jumbo Email ....................................................................................................14

Testimonial Email .........................................................................................................15About Us ........................................................................................................................16

Construction Financing ..................................................................................................17

Conventional Loans .......................................................................................................18Conventional Loans Investment Property ......................................................................19

Conventional Loans Primary Residence ........................................................................20

Conventional Loans Secondary Residence ....................................................................21

Down Payment Financing Options ................................................................................22FHA 2/1 Buydown Program ..........................................................................................23

FHA 203K ......................................................................................................................24

FHA Loans .....................................................................................................................25

FHA Streamline Refinance ............................................................................................26Good Neighbor Next Door Program ..............................................................................27

Government Loans and Programs ..................................................................................28

Homestyle Renovation ...................................................................................................29Importance of Prequalification ......................................................................................30

Investment Property .......................................................................................................31

Loan Lock ......................................................................................................................32

Lot and Construction Financing.....................................................................................33 NHF Down Payment Assistance Grant..........................................................................34

Product Matrix ...............................................................................................................35

Reverse Mortgage ..........................................................................................................36Roadmap Flyer ...............................................................................................................37

Things to Avoid .............................................................................................................38

Tips for a Smooth Approval Process .............................................................................39Understanding Escrow ...................................................................................................40

USDA Rural Development Single Family Housing ......................................................41

VA Loans .......................................................................................................................42

Waiting Periods for Adverse Credit Events ...................................................................43Working With Us ...........................................................................................................44

**********Birthday Messages .....................................................................................45

Anaheim Grand Opening ...............................................................................................46

Borrow Birthday Message .............................................................................................47Co-Borrower Birthday Message ....................................................................................48

David Hosterman - I'm around this weekend .................................................................49

**********Holiday/Seasonal Messages .......................................................................50Back to School Message ................................................................................................51


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Christmas .......................................................................................................................52

Daylight Saving Time Begins - March 8, 2015 .............................................................53

Daylight Saving Time Ends - November 1, 2015 ..........................................................54Easter..............................................................................................................................55

FHA 2/1 Buydown Loan Program .................................................................................56

Flag Day .........................................................................................................................57Halloween ......................................................................................................................58Holiday Campaign - Halloween.....................................................................................59

Holiday Campaign - Independence Day ........................................................................60

Holiday Campaign – Holiday Greetings ........................................................................61Holiday Campaign – St. Patrick's Day ...........................................................................62

Holiday Cash Back ........................................................................................................63

Holiday Greeting ............................................................................................................64Holiday Season Message ...............................................................................................65

Independence Day ..........................................................................................................66

L.O. General Announcement Email...............................................................................67

Labor Day ......................................................................................................................68Memorial Day ................................................................................................................69

New Year .......................................................................................................................70

Passover .........................................................................................................................71

Pioneer Day - Utah.........................................................................................................72Prepare Your Home for Autumn....................................................................................73

Prepare Your Home for Spring ......................................................................................74

Prepare Your Home For Summer ..................................................................................75Prepare Your Home for Winter......................................................................................76

Presidents’ Day ..............................................................................................................77

Recipe Campaign - Recipe for Autumn .........................................................................78

Recipe Campaign - Recipe for Summer ........................................................................79Recipe Campaign – Recipe for Valentine’s Day ...........................................................80

Recipe Campaign – Recipe for Winter ..........................................................................81

Rosh Hashanah...............................................................................................................82Spring Cleaning Email 1 – Home Tips ..........................................................................83

Spring Cleaning Email 2 - Office Tips ..........................................................................84

Spring Cleaning Email 3 – Social Media .......................................................................85St. Patrick’s Day ............................................................................................................86

Tax Day ..........................................................................................................................87

Thank You-Business After Hours Event .......................................................................88

Thanksgiving..................................................................................................................89TRID Training Invite .....................................................................................................90

Valentine’s Day .............................................................................................................91

Veterans Day ..................................................................................................................92

Yom Kippur ...................................................................................................................93**********Loan Anniversary Messages ......................................................................94

Annual Loan Review No Recommended Action with Chart........................................95

Annual Loan Review - No Recommended Action (Remaining Balanc ........................96Annual Loan Review - No Recommended Action - No Chart ......................................97


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Annual Loan Review Rec. Action - It’s Time For Your Annual R ...............................98

Annual Loan Review-Recommended Action ................................................................99

Semi Annual Loan Review ..........................................................................................100**********Customer Marketing Messages ................................................................101

Bright spot in your home's tax assessment ..................................................................102

Debt Consolidation ......................................................................................................103Eligibility for USDA Loans .........................................................................................104FHA - 85% Cash Out Refinance ..................................................................................105

FHA New Guidelines ...................................................................................................106

FHA Streamline ...........................................................................................................107First Year Anniversary .................................................................................................108

Making Additional Payments ......................................................................................109

Mortgage app turned down? We can help. ..................................................................110PC Purchase 1 - Enjoy Your New Home .....................................................................111

PC Purchase 2 - Your Mortgage is Professionally Managed .......................................112

PC Purchase 3 - We Manage Your Mortgage Daily ....................................................113

PC Purchase 4 - It’s Time to Review Homeowner’s Insurance...................................114PC Purchase 5 - I am Still Managing Your Account ...................................................115

PC Refi 1 - Thank You ................................................................................................116

PC Refi 2 - Your Mortgage in Good Hands ................................................................117

PC Refi 3 - Your Mortgage is Monitored ....................................................................118PC Refi 4 - I Watch Your Mortgage ............................................................................119

Post Close Thank You .................................................................................................120

Post Close with Surveys 1 - Listing Agent ..................................................................121Post Close with Surveys 1 – Customer ........................................................................122

Post Close with Surveys 1 – Selling Agent .................................................................123

Preparing Your House for the Market .........................................................................124

Rate Monitor 01 - I am Monitoring the Mortgage Market For Yo ..............................125Rate Monitor 02 - We Track Home Loan Programs Daily ..........................................126

Rate Monitor 03 - I Continue to Monitor Your Mortgage Needs ................................127

Rate Monitor 04 - I am Watching For Savings Opportunities .....................................128Rate Monitor 05 - I am Tracking the Market For You ................................................129

Rate Monitor 06 - Let’s Schedule a Financial Review ................................................130

Rate Monitor 07 - I am Still Tracking Your Loan Program ........................................131Rate Monitor 08 - I Analyze the Mortgage Market Daily ...........................................132

Rate Monitor 09 - I Want to Help You Reach Your Financial Go ..............................133

Rate Monitor 10 - Let’s Review Your Loan Program .................................................134

Re-Assigned Customers Introduction ..........................................................................135Reassigned 1 - You Have a New LO Managing Your Mortgage ................................136

Reassigned 2 - Your Mortgage is Monitored Daily .....................................................137

Reassigned 3 - It May Be Time to Review Your Mortgage ........................................138

Reconnect 1 - Let's Reconnect - Market is Volatile ....................................................139Reconnect 2 - Let's Reconnect - Partner with a Leader ...............................................140

Reconnect 3 - Let's Reconnect - Let's Review Your Mortgage ...................................141

Request for Referral 01 - Work with Me .....................................................................142Request for Referral 02 - Recommend Our Exceptional Service ................................143


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Request for Referral 03 - I’m Here to Serve You ........................................................144

Start your app process now ..........................................................................................145

Stay in Touch ...............................................................................................................146TILA-RESPA Changes 2015 – Information for Referral Partners ..............................147

Trigger Sheet ................................................................................................................148

Workplace Benefits Email - NC .................................................................................149**********Prospect Marketing Messages..................................................................150Buying vs. Renting 01 - Benefits of Buying a Home ..................................................151

Buying vs. Renting 02 - Home Searching - Location ..................................................152

Buying vs. Renting 03 - Home Searching - Affordability ...........................................153Buying vs. Renting 04 - Financing Your Home ..........................................................154

Buying vs. Renting 05 - The Mortgage Process ..........................................................155

Credit Repair 01 - Improve Your Credit With These Helpful Ti ................................156Credit Repair 02- Free Credit Report- Equifax ............................................................157

Credit Repair 03 - Review Your Credit Report ...........................................................158

Credit Repair 04 - Basic Budgeting .............................................................................159

Credit Repair 05 - Free Credit Report - Experian ........................................................160Credit Repair 06 - Dealing with Debt - The Snowball Plan ........................................161

Credit Repair 07 - Credit Repair Scams ......................................................................162

Credit Repair 08 - Dealing with Debt - Creditors ........................................................163

Credit Repair 09 - Free Credit Report - TransUnion ...................................................164Credit Repair 10 - Let’s Review Your Progress ..........................................................165

Equity Repair 01 - The Challenge of Changing Property Values ................................166

Equity Repair 02 - Tips for Building Equity ...............................................................167Equity Repair 03 - Don’t Be a Victim of Credit Repair Scams ...................................168

Equity Repair 04 - Monitor Your Credit Report from Equifax ...................................169

Equity Repair 05 - Build Equity with Home Improvements .......................................170

Equity Repair 06 - Do Your Friends or Family Need Home Loan .............................171Equity Repair 07 - Monitor Your Credit Report from Experian .................................172

Equity Repair 08 - Has Your Financial Situation Changed .........................................173

Equity Repair 09 - Monitor Your Credit Report from TransUnio ...............................174Equity Repair 10 - Let’s Review Your Progress .........................................................175

First Time Buyer 1 - The Home Buying Process .........................................................176

First Time Buyer 2 - Partner with a Professional ........................................................177First Time Buyer 3 - Get Pre-Approved For Your Loan .............................................178

First Time Buyer 4 - Our Industry Experience ............................................................179

First Time Buyer 5 - Review Homeowner’s Insurance ...............................................180

First Time Buyer 6 - Lock In A Low Loan Rate .........................................................181Homeowner's Insurance ...............................................................................................182

Interest Rates - Best Time to Lock ..............................................................................183

Interest Rates Change Daily.........................................................................................184

Loan Process - Your Loan is in Underwriting .............................................................185Millennial Financial Campaign 1- Budgeting..............................................................186

Millennial Financial Campaign 2- Paying Down Debt................................................187

Millennial Financial Campaign 3- Saving for Retirement ...........................................188Millennial Financial Campaign 4- Investment Tips ....................................................189


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Open House Thank You...............................................................................................190

Pre-Qualification VS Pre-Approval .............................................................................191

Prospect Homebuyer 1 - Partner with a Professional ..................................................192Prospect Homebuyer 2 - Why Choose Us ...................................................................193

Prospect Homebuyer 3 - Pre-Qualification vs. Pre-Approval .....................................194

Prospect Homebuyer 4 - Interest Rates Change Daily.................................................195Prospect Homebuyer 5 - Selling Your Current Home .................................................196Prospect Homebuyer 6 - Homeowner's Insurance .......................................................197

Prospect Homebuyer 7 - Lock Rates Sooner Than Later ............................................198

Prospect Intro 1 - We’ll Guide You Through the Loan Pr ocess ..................................199Prospect Intro 2 - Choose the Right Mortgage Company ............................................200

Prospect Intro 3 - We Make the Loan Process Easy ....................................................201

Prospect Intro 4 - We Give Service After the Sale ......................................................202Prospect Intro 5 - Partner with a Strong, Experienced Leader ....................................203

Prospect Purchase - Why Choose Us ...........................................................................204


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#2 of Cl int Thompson Success Emai l


7/332

Amanda Lyman – November Newsletter


8/332

Clint Thompson Success Email


9/332

David Hosterman - Free Home Buying Sem inar


10/332

Gener ic " I 'm around th is weekend"


11/332

Hosterman - Mob ile App - Mortgage Calcu lator


12/332

Jennifer Gokoo l – November Newsletter


13/332

Mon thly CCM Must Reads


14/332

Revised Jumbo Email


15/332

Testim on ial Email


16/332

About Us


17/332

Construc t ion Financing


18/332

Convent ional Loans


19/332

Convent ional Loans Investment Property


20/332

Convent ional Loans Pr imary Residence


21/332

Convent ional Loans Secondary Residence


22/332

Down Payment Financing Opt ions


23/332

FHA 2/1 Buydown Program


24/332

FHA 203K


25/332

FHA Loans


26/332

FHA Stream line Refinance


27/332

Good Neighbor Next Door Program


28/332

Government Loans and Prog rams


29/332

Homesty le Renovation


30/332

Impo rtance of Prequal i f icat ion


31/332

Investment Property


32/332

Loan Lo ck


33/332

Lot and Construct ion Financ ing


34/332


35/332

Produc t Matrix


36/332

Reverse Mortgage


37/332

Roadmap Flyer


38/332

Things to Avoid


39/332


40/332

Understanding Escrow


41/332

USDA Rural Development Sing le Fam ily Hous ing


42/332

VA Loans


43/332

Wait ing Periods for Adverse Credit Events


44/332

Working With Us


45/332

**********Birthday Messages


46/332

Anaheim Grand Opening


47/332

Bo rrow Bir thday Message


48/332

Co-Bo rrower Bir thday Message


49/332


50/332

**********Ho liday/Seasonal Messages


51/332

Back to School Message


52/332

Christmas


53/332

Daylight Saving Time Begin s - March 8, 2015


54/332

Daylight Saving Time Ends - November 1, 2015


55/332

Easter


56/332

FHA 2/1 Buydown Loan Program


57/332

Flag Day


58/332

Halloween


59/332

Holiday Campaign - Halloween


60/332

Holiday Campaign - Independence Day


61/332

Hol iday Campaign – Holiday Greetings


62/332

Hol iday Campaign – St. Patrick's Day


63/332

Hol iday Cash Back


64/332

Holiday Greeting


65/332

Holiday Season Message


66/332

Independence Day


67/332

L.O. General Announcement Email


68/332

Labor Day


69/332

Memorial Day


70/332

New Year


71/332

Passover


72/332

Pioneer Day - Utah


73/332

Prepare Your Home for Au tumn


74/332

Prepare Your Home for Spring


75/332

Prepare Your Home For Summer


76/332

Prepare You r Home for Winter


77/332

Presidents’ Day


78/332

Recipe Campaign - Recipe for Autum n


79/332

Recipe Campaign - Recipe for Summer


80/332

Recipe Campaign – Recipe for Valentine’s Day


81/332

Recipe Campaign – Recipe for Winter


82/332

Rosh Hashanah


83/332

Spring Cleaning Email 1 – Home Tips


84/332

Spring Cleaning Email 2 - Off ice Tips


85/332

Spring Cleaning Email 3 – Social Media


86/332

St. Patrick’s Day


87/332

Tax Day


88/332

Thank You -Business A fter Hours Event


89/332

Thanksgiv ing


90/332

TRID Training Inv ite


91/332

Valentine’s Day


92/332

Veterans Day


93/332

Yom Kippur


94/332

**********Loan Ann iversary Messages


95/332

Annual Loan Review No Recommended Act ion w ith

Chart


96/332

Annual Loan Review - No Recommended Act ion

(Remaining Balanc


97/332

Annual Loan Review - No Recommended Act ion - No

Chart


98/332

Annual Loan Review Rec. Ac tion - It’s Time For YourAnnual R


99/332

Annual Loan Review-Recommended Act ion


100/332

Sem i Annual Loan Review


101/332

**********Cus tomer Marketing Messages


102/332

Br ight spo t in your home's tax assessment


103/332

Debt Consol idat ion


104/332

Elig ib i l i ty for USDA Loans


105/332

FHA - 85% Cash Out Refinance


106/332

FHA New Gu idel ines


107/332

FHA Streamline


108/332

First Year Anniversary


109/332

Making Addit ional Payments


110/332

Mortgage app turned down? We can help.


111/332

PC Purchase 1 - Enjoy Your New Home


112/332

PC Purc hase 2 - Your Mo rtgage is Professional ly

Managed


113/332

PC Purchase 3 - We Manage You r Mortgage Daily


114/332

PC Purchase 4 - It’s Time to Review Homeowner’sInsurance


115/332

PC Purc hase 5 - I am Sti l l Managing You r Accoun t


116/332

PC Refi 1 - Thank You


117/332

PC Refi 2 - Your Mortgage in Good Hands


118/332

PC Refi 3 - Your Mortgage is Mon itored


119/332

PC Refi 4 - I Watch You r Mortgage


120/332

Post Close Thank You


121/332

Post Close with Surveys 1 - List ing Agent


122/332

Post Close with Surveys 1 – Customer


123/332

Post Close with Surveys 1 – Sel l ing Agent


124/332

Preparing Your House for the Market


125/332

Rate Monito r 01 - I am Monito r ing the Mortgage Market

For Yo


126/332

Rate Monito r 02 - We Track Home Loan Programs Daily


127/332

Rate Monito r 03 - I Contin ue to Monito r You r Mortgage

Needs


128/332

Rate Monito r 04 - I am Watch ing For Savings

Opportuni t ies


129/332

Rate Mon ito r 05 - I am Tracking the Market For You


130/332

Rate Mon ito r 06 - Let’s Schedule a Financial Review


131/332

Rate Monito r 07 - I am Sti l l Tracking You r Loan Program


132/332

Rate Mon ito r 08 - I Analyze the Mor tgage Market Daily


133/332

Rate Mon ito r 09 - I Want to Help You Reach You r

Financial Go


134/332

Rate Monitor 10 - Let’s Review Your Loan Program


135/332

Re-Ass igned Customers Introduct ion


136/332

Reassigned 1 - You Have a New LO Managing Your

Mortgage


137/332

Reassigned 2 - Your Mortgage is Monito red Daily


138/332

Reassigned 3 - It May Be Time to Review Your Mortgage


139/332

Reconnec t 1 - Let's Reconnect - Market is Volati le


140/332

Reconnect 2 - Let 's Reconnect - Partner with a Leader


141/332

Reconnect 3 - Let 's Reconnect - Let 's Review Your

Mortgage


142/332

Reques t for Referral 01 - Work w ith Me


143/332

Request for Referral 02 - Recommend Our Exceptional

Service


144/332

Reques t fo r Referral 03 - I’m Here to Serve You


145/332

Start your app p rocess now


146/332

Stay in Touch


147/332

TILA-RESPA Changes 2015 – Info rmation fo r ReferralPartners


148/332

Trigger Sheet


149/332

Workplace Benefi ts Email - NC


150/332

**********Prospect Mark eting Messages


151/332

Buying vs. Rent ing 01 - Benefi ts of Buying a Home


152/332

Buying vs. Renting 02 - Home Search ing - Location


153/332

Buying vs . Renting 03 - Home Search ing - Affo rdabi l i ty


154/332

Buying vs. Rent ing 04 - Financing You r Home


155/332

Buying vs. Renting 05 - The Mortgage Process


156/332

Credit Repair 01 - Improve You r Credit With These

Helpfu l Ti


157/332

Credit Repair 02- Free Credit Repo rt- Equifax


158/332

Credit Repair 03 - Review You r Credit Report


159/332

Credit Repair 04 - Basic Budgeting


160/332

Credit Repair 05 - Free Credit Repo rt - Experian


161/332

Credit Repair 06 - Dealing w ith Debt - The Snow ball Plan


162/332

Credit Repair 07 - Credit Repair Scams


163/332

Credit Repair 08 - Dealing w ith Debt - Credito rs


164/332

Credit Repair 09 - Free Credit Repo rt - TransUnion


165/332

Cred it Repair 10 - Let’s Review Your Progress


166/332

Equity Repair 01 - The Challenge of Chang ing Property

Values


167/332

Equity Repair 02 - Tips for Build ing Equity


168/332

Equ ity Repair 03 - Don’t Be a Victim of Credit RepairScams


169/332

Equity Repair 04 - Mon itor You r Credit Report from

Equifax


170/332

Equity Repair 05 - Bu i ld Equity with Home Improvements


171/332

Equity Repair 06 - Do You r Friends o r Fam ily Need Home

Loan


172/332

Equity Repair 07 - Mon itor You r Credit Report from

Experian


173/332

Equity Repair 08 - Has Your Financ ial Situat ion Changed


174/332

Equity Repair 09 - Mon itor Your Credit Repo rt from

TransUnio


175/332

Equ ity Repair 10 - Let’s Review Your Progress


176/332

First Time Buyer 1 - The Home Buying Process


177/332

First Time Buyer 2 - Partner w ith a Professional


178/332

First Time Buyer 3 - Get Pre-Appro ved For You r Loan


179/332

First Time Buyer 4 - Our Industry Experience


180/332

First Time Buyer 5 - Review Homeowner’s Insurance


181/332

First Time Buyer 6 - Lock In A Low Loan Rate


182/332

Homeowner's Insu rance


183/332

Interest Rates - Best Time to Lock


184/332

Interest Rates Change Daily


185/332

Loan Process - Your Loan is in Underwr i t ing


186/332

Mil lenn ial Financial Campaign 1- Budgeting


187/332

Mil lenn ial Financial Campaign 2- Paying Down Debt


188/332

Mil lenn ial Financial Campaign 3- Saving for Retirement


189/332

Mil lenn ial Financial Campaign 4- Investment Tips


190/332

Open House Thank You


191/332

Pre-Qualif ic ation VS Pre-Approval


192/332

Prospect Homebuyer 1 - Partner with a Professio nal


193/332

Prospect Homebuyer 2 - Why Choose Us


194/332

Prospect Homebuyer 3 - Pre-Qualif ication vs . Pre-

Approval


195/332

Prospect Homebuyer 4 - Interest Rates Change Daily


196/332

Prospect Homebuyer 5 - Sell ing You r Current Home


197/332

Prospect Homebuyer 6 - Homeowner's Insurance


198/332

Prospect Homebuyer 7 - Lock Rates Sooner Than Later


199/332

Prospect Intro 1 - We’ll Guide You Through the LoanProcess


200/332

Prospect Intro 2 - Choose the Right Mortgage Company


201/332

Prospect Intro 3 - We Make the Loan Process Easy


202/332

Prospect Int ro 4 - We Give Servic e After the Sale


203/332

Prospect Intro 5 - Partner w ith a Strong , Experienced

Leader


204/332

Prospect Purchase - Why Choose Us


205/332

Prospect Reconnect Message


206/332

Prospect Refinance - Why Choose Us


207/332

**********Realtor Marketing Messages


208/332

Rate Sheet (Intended Only for Realtor s)


209/332

Real Estate Agent Thank You


210/332

Realto r Current 1 - Let’s Strengthen Our Partnership


211/332

Realto r Current 2 - Referrals Shouldn’t Be a One WayStreet


212/332

Realto r Current 3 - I Specialize in No-Surp rise Closings


213/332

Realto r Current 4 - Our Service Doesn’t End at the LoanClos


214/332

Realtor Email - Around This Weekend


215/332

Realto r New 1 - We Make the Loan Process Easy


216/332

Realtor New 2 - Choose the Right Mortgage Company


217/332

Realtor New 3 - Be on the Winn ing End of a Referral


218/332

Realtor New 4 - Our Closings Run Smoo thly Every Time


219/332

Realto r New 5 - We Give Servic e After th e Sale


220/332

RP Tips 01 - Expand Your Professional Network


221/332

RP Tips 02 - Bu ild Cus tomer Trus t


222/332

RP Tips 03 - Connect w ith Mo re Peop le


223/332

RP Tips 04 - Write Effective Email Messages


224/332

VIDEO - TRID Campaign 1 - Changes to TILA and RESPA


225/332

VIDEO - TRID Campaign 2 - How TILA and RESPA

Changes Wil l A


226/332

VIDEO - TRID Campaign 3 - I Can Make th e TILA and

RESPA Chan


227/332

**********Co-B randed Messages


228/332

CO-BRAND - Con lan TRID Invite


229/332

CO-BRAND - Credit Repair 01 - Impro ve You r Credit With

These


230/332

CO-BRAND - Credi t Repair 02- Free Credit Report- Equi fax


231/332

CO-BRAND - Credit Repair 03 - Review You r Credit Repo rt


232/332

CO-BRAND - Credit Repair 04 - Basic Budgeting


233/332

CO-BRAND - Credit Repair 05 - Free Credit Report -

Exper ian


234/332

CO-BRAND - Credi t Repair 06 - Dealing w ith Debt - The

Snowba


235/332

CO-BRAND - Credit Repair 07 - Credit Repair Scams


236/332

CO-BRAND - Credit Repair 08 - Dealing w ith Debt -

Credi tors


237/332

CO-BRAND - Credit Repair 09 - Free Credit Report -

TransUnio


238/332

CO-BRAND - Credi t Repair 10 - Let’s Review YourProgress


239/332

CO-BRAND - First Time Buyer 1 - The Home Buying

Process


240/332

CO-BRAND - First Time Buyer 2 - Partner with a

Professional


241/332

CO-BRAND - First Time Buyer 3 - Get Pre-App roved For

Your Lo


242/332

CO-BRAND - First Time Buyer 4 - Our Indu stry Experience


243/332

CO-BRAND - First Time Buyer 5 - Review Homeowner’sInsurance


244/332

CO-BRAND - First Time Buyer 6 - Loc k In A Low Loan

Rate


245/332

CO-BRAND - Open House Thank You


246/332

CO-BRAND - Prospect Intro 1 - We’ll Guide You Throughthe Lo


247/332

CO-BRAND - Prospect Intro 2 - Choo se the Righ t

Mortgage Comp


248/332

CO-BRAND - Prospect Intro 3 - We Make the Loan Process

Easy


249/332

CO-BRAND - Prospect Intro 4 - We Give Servic e After the

Sale


250/332

CO-BRAND - Prospect Intr o 5 - Partner with a Strong,

Experie


251/332

CO-BRAND - Realtor Flyer - Benefi ts o f Pre-App roval


252/332

CO-BRAND - Realtor Flyer - Buy ing a Home


253/332

CO-BRAND - Realtor Flyer - How Much Home Can I A fford


254/332

CO-BRAND - Realtor Flyer - Loan Prog ram


255/332

CO-BRAND - Realtor Flyer - Mortgage Process Overview


256/332

CO-BRAND- Spring Cleaning Email 1 – Home Tips


257/332

CO-BRAND- Spring Cleaning Email 2 - Office Tips


258/332

CO-BRAND- Spring Cleaning Email 3 – Soc ial Media


259/332

**********Refinance Marketing Messages


260/332

Alternat ive to ARMs


261/332

ARM Repric ing 1 - In 6 Month s You r ARM Repric es


262/332

ARM Repric ing 2- Only 4 Month s Left Before Your ARM

Reprices


263/332

ARM Repric ing 3 - In 60 Days Your ARM Loan Wil l

Reprice


264/332

ARM Repric ing 4 - Your ARM Wil l Repric e in 30 Days


265/332

ARM Repric ing Letter


266/332

ARM Repric ing Letter


267/332

Conv Refinance 2015 – Step 1


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269/332



270/332

FHA MIP Campaign Step 1 - New FHA MIP


271/332

FHA MIP Campaign Step 2 - VIDEO New FHA MIP


272/332

FHA MIP Campaign Step 3 - Lower Mortgage Payments


273/332

HELOC Offer


274/332

Jumbo to Conforming Not ice


275/332


276/332

Loan Review - Refinance Opportunity (Remaining

Balance Chart


277/332

Loan Review - Ref inance Opportun i ty w ith chart


278/332

Piggyback Loan


279/332

PMI Reduct ion


280/332

Refinance Customer 1- Let’s Review Your Mortgage forSavings


281/332

Refinance Cus tomer 2- You May Quali fy for a Low er

Mortgage


282/332

Refinance Cus tomer 3- Refinancing Puts Money in You r

Wallet


283/332

Refinance Prospect 1 - Let’s Review Your Mortgage


284/332

Refinance Prospect 2 - Let 's Schedule a Loan Review


285/332

Refinance Prospect 3 - Let’s Evaluate Your Mortgage


286/332

Refinance Prospect 4 - Your Loan and Savings

Opportuni t ies


287/332

Variable Rate Second to Convert to Fixed


288/332

**********Onboard ing /New Employees


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I've come back to CCM


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I've Jo ined a New Team - Referral Partner


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I've Jo ined CCM - Bo rrow ers


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I've Rejoined CCM - Bo rrow ers


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Intro ducto ry Message to Past Clients


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Intro ducto ry Message to Recent Clients


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**********Value Add Programs


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App ly Now Emai l


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Intro Message for Newsletters and Email


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**********Recru itment Marketing Messages


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LO Recruitm ent 1 - Let’s Explore a Partnership


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LO Recrui tment 2 - Join our Successful Team


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LO Recruitm ent 3 - You’ll Love Our Efficient Systems


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LO Recruitment 4 - We Suppo rt Our Loan Off icers


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**********Spanis h Marketing Messages


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SPANISH - Bo rrow er Birthd ay Message


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SPANISH - CoBorrower Birthday Message


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SPANISH - First Time Homebuyer 01 - The Hom e Buy ing

Process


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SPANISH - First Time Homebuyer 02 - Partner wi th a

Professio


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SPANISH - First Time Homebuyer 03 - Get Pre-App roved

For You


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SPANISH - First Time Homebuyer 04 - Our Indus try

Experience


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SPANISH - First Time Homebuyer 05 - Review

Homeowner’s Insur


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SPANISH - First Time Homebuyer 06 - Lock In A Low

Loan Rate


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SPANISH - Prepare You r Home for Au tumn


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SPANISH - Prepare You r Home for Sprin g


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SPANISH - Prepare You r Home For Summer


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SPANISH - Prepare You r Home for Win ter


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SPANISH - Prospect Intro 1 - We’ll Guide You Throughthe Loa


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SPANISH - Prospect Intro 2 - Choose the Righ t Mortgage

Compa


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SPANISH - Prospect Intro 3 - We Make the Loan Process

Easy


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SPANISH - Prospect Intro 4 - We Give Serv ice A fter the

Sale


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SPANISH - Prospect Intro 5 - Partner w ith a Strong ,

Experien


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SPANISH - Realtor Current 1 - Lets Strengthen Our

Partnershi


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SPANISH - Realtor Current 2 - Referrals Should n't Be a

One W


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SPANISH - Realtor Current 3 - I Specialize in No Surp rise

Cl


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SPANISH - Realtor Current 4 - Our Serv ice Doesn 't End

at the


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SPANISH - Realtor New 1 - We Make the Loan Process

Easy


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SPANISH - Realtor New 2 - Be on the Winning End of a

Referra


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SPANISH - Realtor New 3 - Choose the Righ t Mor tgage

Company


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SPANISH - Realtor New 4 - Our Clos ings Run Smooth ly

Every Ti


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SPANISH - Realtor New 5 - We Give Servic e Af ter the

Sale


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SPANISH - Ref i 01 - Let’s Review Your Mortgage


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SPANISH - Refi 02 - Let's Schedu le a Loan Review


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SPANISH - Ref i 03 - Let’s Evaluate Your Mortgage

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