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Strategy and How-To

  1. We suggest several strategies to re-engage contacts and leads that may be dormant or inactive in your CRM.


  2. Enhance their experience by offering your personal mobile app, which provides an innovative buying journey and tools to help homeowners monitor their home value, track home equity, and maintain their property.


  3. We recommend doing this by sending them an email invitation from your CRM, either individually or in bulk. You can send a single email or run a short three-email campaign, which has proven most effective for our agents.


  4. Following are three email templates you can use. For each template, you have the option to:

  •     Copy the text from the Word document and customize it.

  •     Use the HTML code for a more branded email.

  1. Be sure to insert your Invitation Link in the call-to-action (CTA). Here are the steps to obtain your personalized link.