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Tips to Increase Email Effectiveness with Reverse Mortgage Prospects
Whether you are working in a call center or you sit kneecap to kneecap at the kitchen table email has become an increasingly popular way to engage your prospects in the early stages of the sales process. The question is how do you get the recipient to take the next action step, say return your call?
Our source of leads for potential HECM borrowers varies widely yet some leads offer us another avenue to communicate quickly and efficiently: email. The wide adoption of CRMs or Customer Relationship Managers has given many loan originators the ability to engage the homeowner by email. In fact as the average age of a reverse mortgage borrower trends lower more prospects will have and use an email account.
Here are some tips to increase your effectiveness when communicating by email with your potential borrowers:
1. Engage early and first. If you are receiving internet leads which almost always have an email address for the prospect send them an immediately with an email introducing yourself letting them know…
Download a transcript of this episode here.
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