Renewal auto outreach is a drip campaign tied to your client's mortgage maturity date. We fire emails at four milestones so your client hears from you the whole way to their renewal decision.
The Cadence
For every client in your renewal book, four emails are queued:
- 12 months to maturity - first heads-up.
- 7 months to maturity - most lenders open renewal offers.
- 3 months to maturity - decision window.
- 1 month to maturity - final reminder.
Each email is sent on the next available send day at or after the milestone is hit.
It Stops When They Reply
The moment a client replies - positive or negative - all remaining milestone emails for that client are cancelled. The client moves to Interested or Not Interested on Contacted.
You don't need to manually pause anything.
Not Capped By Deal Capacity
Unlike refinance auto outreach, renewals are not paced by the monthly capacity slider. Every milestone email goes out for every client that hits the milestone, regardless of how many renewal sends that adds up to in a given month.
The reason: renewals are time-bound. Capping them would mean missing the milestone for someone, which defeats the point.
Respects Send Days
The drip still respects the send days you picked. If you've restricted sends to Tue-Thu, a client hitting their 7-month milestone on a Sunday will get their email on the following Tuesday.
Tone By Milestone
The four templates can have very different tones. Tune them in Settings > Templates:
- 12-Month - soft, conversational. "Just on your radar."
- 7-Month - competitive. "Now's the time most banks open their renewal offers."
- 3-Month - decisive. "Decision window."
- 1-Month - last call.
Layering Custom Alerts On Top
If you want a personal touch between milestones (say, at 10 months or 5 months), set a custom maturity-month alert and you'll get a notification to reach out manually.
What To Do Next
- Tune the milestone templates: Editing The Renewal Email Templates.
- Add custom alerts for personal touch points: Setting Up Custom Maturity-Month Alerts.