What is Likely to Refinance?
These owner-occupied homeowners show meaningful estimated equity, one or two estimated open loans, and a Likely Refi score of 50+, while the properties are not listed for sale or in foreclosure. Together, the signals support opportunity for the property owner to refinance.The Right Audience
Owner-occupied homeowners with meaningful equity, one or two estimated open loans, and a high refinance propensity score who may be open to comparing their current mortgage with refinance or home-equity alternatives.See How Many Likely to Refinance Are in Your Market
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Outreach Channels
Phone outreach should lead because refinance decisions often require explanation, timing, and qualification questions. Direct Mail can establish credibility and offer a clear reason to respond, while Online Ads reinforce the message during a longer decision cycle. Follow consent, DNC, and TCPA requirements.Measuring Success
Track contact rate, meaningful conversations, refinance or home-equity consultations, appointments, applications, and closed loans. Also measure how many homeowners enter a compliant nurture sequence, since the right decision may be to wait, compare later, or make no change.Ready to Run this Play?
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