Pre-Mover Mortgage Trigger Program

If you want to write more mortgage loans, you can know every existing customer and genuine prospect who put their home up for sale last week with a Pre-Mover Mortgage Trigger Program.

This program will tell you weekly which of your customers and prospects listed their homes for sale the previous week. The program is trigger-based, which means you are 4-5 steps ahead of your competition, leading to more mortgage loan opportunities.

The Pre-Mover Mortgage Trigger Program enables you to:

  • Reach customers and prospects when they list their homes for sale.
  • Communicate with 100% of the pre-mover audience by sending a mortgage loan message early.
  • Help improve your mortgage retention/acquisition results with proven leads from WordCom.

Keys to a Successful Pre-Mover Program

  • Product and Offer: Lead with the mortgage product that has the most competitive rate.
  • Data: Access the most current data collected from multiple sources with a 96% accuracy rate. Receive timely communications and updates on all recent home listings.
  • Speed to Mailbox: When communicating with current customers, the most effective approach may be to lead with an email or phone call and follow up with direct mail.

Our customers have experienced incredible results with this campaign. Connect with us if you would like to see the case study.

With a Pre-Mover Mortgage Trigger Program, you can monitor your current customers and prospects so your financial institution can be the first one to reach out to them. That will help keep you top of mind when they are ready to apply for a mortgage.