We help Mortgage Brokers who want to deliver an exceptional digital customer service experience.

Your human touch is important. We'll do the rest.

CONTENT PACKAGES

An Exceptional Digital Customer Experience

Every client is educated and informed, every step of the way. With more than 30 touchpoints, you'll automatically shore up lost leads, receive fewer questions about your process and increase your client retention. 


The Whole Smackaroo includes:

  • Lead Follow Up Campaign
  • Pre-Approval Campaign
  • Post-Close Campaign
  • Client Journey, Realtor and Referral Partner Touch Points. 

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Choose the area you need attention most

Whether you want to focus on improving lead conversion or you're losing too many clients at maturity, pick an individual campaign focused on the area you want to improve.


Choose: 

  • Lead Follow Up Campaign
  • Pre-Approval Campaign
  • Post-Close Campaign
  • FTHB Campaign

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Create a custom solution

We'll go over your client journey and determine where automated touch points or educational content is needed to reach your goals. 


This package is best for Brokers and Brokerages with: 

  • A highly developed process
  • Extensive existing content
  • The desire to elevate offerings to large teams
  • The time and desire to develop a unique process.

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  • Lead Follow Up Campaign
    • Why use a Mortgage Broker?
    • Preparing for Closing Costs
    • Beware of No-Frills Mortgages
    • Why you NEED a Pre-Approval
    • Fixed vs. Variable Mortgage Rates
    • Tips to Improve Credit Score
    • What lenders want to see
  • Pre-Approval Campaign
    • Common Mistakes (Don't buy a car)
    • Preparing for Closing Costs
    • Purchase Plus Improvements
    • Banks vs. MFCs
    • Penalties
    • Payment Frequencies
    • Rate Holds
  • Post Close Campaign
    • Annual Mortgage Review
    • Refinance Case Study
    • How to be Renewal Ready
    • Is Refinancing Right for You?
    • Options and Maturity
    • How to get the Best Mortgage
    • Why NOT to Sign your Mortgage Renewal
  • Live Deal to Closing
    • Live Deal Overview
    • Conditional Approval
    • Insurance
    • Signing with Solicitor
    • Google Review Requests
    • 30 Day Check In
    • Intros to Realtors
    • Realtor Updates
  • First-Time Home Buyer Campaign
    • FTHB Incentives
    • What is the Stress Test?
    • Beware of No-Frills Mortgages
    • Why you NEED a Pre-Approval
    • Tips to Improve Credit Score
    • Mortgage Default Insurance
    • RRSPs as Downpayment

Content Samples

Annual Mortgage Review

5 Tips to Be Renewal Ready

5 Do's & Don'ts to Protect Your Pre-Approval

Payment Frequency