Matt Brown smelled an opportunity. Interest rates were among the lowest in years. Plus he had a CRM full of customers. How could he capitalize on this?
Turns out it was pretty easy.
With just three clicks in his CRM, Matt identified a list of 489 people based on their interest rate and date funded. From there, he created an automated text message targeting the list.
“We worked with you on your home loan. Have you considered refinancing to lower payments?”
Within minutes, nearly 500 people received his text.
Within the first day, eight people replied back with some variation of “I was just thinking about that. Let's talk!”
By the end of the week, Matt received 12 applications, all by sending one text from his CRM. One text, sent one time—that’s ROI.