Subject: Thank You for the Opportunity to Serve You!

ReferRepeat1 (Day0)

{firstname} {lastname}

{mail_street}

{mail_city} {mail_state} {mail_zip}

On behalf of {company_name}, I want to thank you for the opportunity to work with you on completing your recent mortgage financing. It has been a pleasure serving you.

Please feel free to contact us at any time if you have any questions or if we can be of further assistance in any way. We will maintain contact with you periodically in hopes of being of service to you again in the future.

{user_name}

{company_name}

{company_address}

{company_csz}

Phone: {user_phone}

Cell: {user_mobile}

Fax: {user_fax}

{user_email}

If you wish to be removed from our email list, click on the link below.

ReferRepeat2 (Day30)

Subject: Just Staying in Touch! (30)

{firstname} {lastname}

{mail_street}

{mail_city} {mail_state} {mail_zip}

Thank you for being our valued customer. As you realize, we want you to feel free to call on us at any time should you have any financial needs or questions pertaining to our services. We look forward to a continuing business relationship.

By the way, if you have valued our service and we have been of benefit to you, please, won't you share with a friend of yours how {company_name} helped you with your mortgage financing? I'd certainly appreciate it.

Just call me with the contact information and I'll do the rest; nonetheless, if it is not an imposition on you, please mention to your friend that I will be calling. Thank you.

{user_name}

{company_name}

{company_address}

{company_csz}

Phone: {user_phone}

Cell: {user_mobile}

Fax: {user_fax}

{user_email}

If you wish to be removed from our email list, click on the link below.

ReferRepeat2C (Day30) - Directed to Agent

Subject: IMPORTANT CALL TO {firstname} {lastname} (30 Days/Ask for referral)

If this individual has NOT previously asked to be placed on the company's DO NOT CALL list, you may call this individual who received an automated email from you within the last day or so.

Situation: Funded 30 Days. We sent an automatic email soliciting a referral for you. Call to see if your borrower has one for you.

Name: {lastname}, {firstname} Email: {email} Phone: {phone}

Click on the following link to edit information about this individual.

* This automated reminder notice sent by {user_name} *

ReferRepeat3 (Day60)

Subject: Recommend a Friend? (60)

{firstname} {lastname}

{mail_street}

{mail_city} {mail_state} {mail_zip}

Every now and then, just now and then, an opportunity presents itself. Often we are too busy with life in general to take advantage. And, we all know just how busy things can get.

Should you have the occasion to hear of a friend or acquaintance of yours who needs mortgage financing, AND if we have earned your confidence with the quality of our service and the results we achieved for you, would you consider recommending us? I'd certainly appreciate it.

Just call me with the contact information and I'll do the rest; nonetheless, if it is not an imposition on you, please mention to your friend that I will be calling. Thank you for caring and for being both a customer and a friend.

{user_name}

{company_name}

{company_address}

{company_csz}

Phone: {user_phone}

Cell: {user_mobile}

Fax: {user_fax}

{user_email}

If you wish to be removed from our email list, click on the link below.

ReferRepeat3C (Day60) – Directed to Agent

Subject: IMPORTANT CALL TO {firstname} {lastname} (60 Days/Ask for referral)

If this individual has NOT previously asked to be placed on the company's DO NOT CALL list, you may call this individual who received an automated email from you within the last day or so.

Situation: Funded 60 Days. We sent an automatic email soliciting a referral for you. Call to see if your borrower has one for you.

Name: {lastname}, {firstname} Email: {email} Phone: {phone}

Click on the following link to edit information about this individual.

* This automated reminder notice sent by {user_name} *

ReferRepeat4 (Day90)

Subject: Your Favorite Mortgage Professional (90)

{firstname} {lastname}

{mail_street}

{mail_city} {mail_state} {mail_zip}

There's really a lot of magic in helping friends. You recommend movies, right? And restaurants? And cars? And vacation spots? And tools? And recipes? And stores to shop in? And doctors, dentists and other professionals?

Please don't forget to recommend your favorite mortgage professional too. (That's me!) I'm expanding my business and need your help. Who do you know who...

* Really wants to buy a home but hasn't done it yet?

* Just turned 50 and needs to plan for retirement?

* Just had a baby and needs more house?

* Just told you their child is graduating this year?

* Was complaining about their taxes?

* Is going through a divorce?

* Was complaining about getting their bills under control?

* Needs to add a new room to their home?

* May want to buy rental property?

Please give them my name and me their name. You know they'll be treated with respect and courtesy. I promise to call them right away. And, I'll really appreciate your help.

{user_name}

{company_name}

{company_address}

{company_csz}

Phone: {user_phone}

Cell: {user_mobile}

Fax: {user_fax}

{user_email}

If you wish to be removed from our email list, click on the link below.

ReferRepeat4C (Day90) – Directed to Agent

Subject: IMPORTANT CALL TO {firstname} {lastname} (90 Days/Ask for referral)

If this individual has NOT previously asked to be placed on the company's DO NOT CALL list, you may call this individual who received an automated email from you within the last day or so.

Situation: Funded 90 Days. We sent an automatic email soliciting a referral for you. Call to see if your borrower has one for you.

Name: {lastname}, {firstname} Email: {email} Phone: {phone}

Click on the following link to edit information about this individual.

* This automated reminder notice sent by {user_name} *

ReferRepeat5 (Day300)

Subject: It’s been about a year! (300)

{firstname} {lastname}

{mail_street}

{mail_city} {mail_state} {mail_zip}

It won't be too long and a full year will have passed since we completed your mortgage financing. Thank you again for the opportunity to be of service to you.

Based on the type of financing strategy we developed together, it may be a good time to review your situation and see if an adjustment is in order. It may or may not be called for, but it certainly will not hurt to take a look at your situation.

If you would like to review your current mortgage financing in the light of your present plans, please give me a call and I will do my best to advise and assist you again.

{user_name}

{company_name}

{company_address}

{company_csz}

Phone: {user_phone}

Cell: {user_mobile}

Fax: {user_fax}

{user_email}

If you wish to be removed from our email list, click on the link below.

ReferRepeat5C (Day300) – Directed to Agent

Subject: IMPORTANT CALL TO {firstname} {lastname} (300 Days/Annual Review)

If this individual has NOT previously asked to be placed on the company's DO NOT CALL list, you may call this individual who received an automated email from you within the last day or so.

Situation: Funded 300 Days. Call the borrower for a first annual review.

Name: {lastname}, {firstname} Email: {email} Phone: {phone}

Click on the following link to edit information about this individual.

* This automated reminder notice sent by {user_name} *

ReferRepeatYr2

Subject: It’s been another year! (2 years)

{firstname} {lastname}

{mail_street}

{mail_city} {mail_state} {mail_zip}

It won't be too long and another full year will have passed since we last reviewed your mortgage financing. Thank you again for the opportunity to be of service to you.

If you would like to review your current mortgage financing in the light of your present plans, please give me a call and I will do my best to advise and assist you again.

{user_name}

{company_name}

{company_address}

{company_csz}

Phone: {user_phone}

Cell: {user_mobile}

Fax: {user_fax}

{user_email}

If you wish to be removed from our email list, click on the link below.

ReferRepeat3Yr

Subject: It’s been another year! (3 years)

{firstname} {lastname}

{mail_street}

{mail_city} {mail_state} {mail_zip}

It won't be too long and a full year will have passed since we last reviewed your mortgage financing. Thank you again for the opportunity to be of service to you.

If you would like to review your current mortgage financing in the light of your present plans, please give me a call and I will do my best to advise and assist you again.

{user_name}

{company_name}

{company_address}

{company_csz}

Phone: {user_phone}

Cell: {user_mobile}

Fax: {user_fax}

{user_email}

If you wish to be removed from our email list, click on the link below.

ReferRepeatYr3C – Directed to Manager

Subject: END OF SERIES

This individual received an automated email from you within the last day or so.

Situation: Funded 3 OR MORE years ago. The email solicited an annual review of the borrower’s loan information, but you MAY NOT CALL the borrower IF the borrower is on the National DO NOT CALL List. Unless you subscribe to the list and can verify that this individual is NOT on the list, your safest position is to WAIT FOR THE BORROWER TO CALL YOU.

WARNING! THIS IS THE END OF A SERIES. NO MORE EMAILS FOLLOW THIS ONE.

Name: {lastname}, {firstname} Email: {email} Phone: {phone}

Click on the following link to edit information about this individual.

* This automated reminder notice sent by {user_name} *