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Specific Lender/Loan Product

What is Specific Lender/Loan Product?

Targeting borrowers with loans from a specific lender or using a specific product can uncover refinance or purchase opportunities. Tailored outreach offers improved terms, cost savings, and a smoother process.

The Right Audience

Homeowners with a current mortgage from a specific lender or using a specific loan type, interested in exploring new options.
1st Loan Type: Non-Conforming 1st Orig Lender:

See How Many Specific Lender/Loan Product Are in Your Market

Open Example List

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The Right Message

Present your outreach as a personalized loan review. Emphasize potential benefits like lower rates, improved terms, or simplified refinancing. Reassure borrowers that it’s a no-pressure conversation.

Key Themes

Personalized loan review for your lender
Potential to lower payments or rates
Better loan fit for long-term goals

Calls to Action

Schedule a free loan review
See today’s refinance rates
Request your side-by-side loan comparison

Browse Specific Lender/Loan Product Templates in our Marketplace

Example Templates

Outreach Channels

Direct Mail drives awareness and trust. Phone Calls offer personalized discussion. Email and Online Ads support education and conversions.

Recommended

Direct Mail
Phone

supporting

Email Marketing
Online Ads

Measuring Success

Track refinances or new loans closed, compare loan savings delivered, and measure borrower engagement through follow-up responses.