Find Your Hidden Revenue

Check Your Numbers First

Past clients know you, trust you, and have already worked with you. Whether they are your best next move depends on where your constraint is. Before you launch anything, look at three things.

• ✓Acquisition cost by source: what you pay per funded loan from each source today, including purchased leads
• ✓Conversion by source: how qualified opportunities from past clients fund compared with your other sources
• ✓Capacity: whether processing and underwriting have room for more files; if not, more leads will not help

How to Get Started

1. 1.
   Identify Your Best Leads

   Who in your database is most likely to refinance? Look for past clients who closed 2+ years ago, are in adjustable-rate loans, or haven't heard from you in 6+ months.

2. 2.
   Build Your Outreach List

   Extract contact information (phone, email, address) from your CRM. Aim to start with 100-500 prospects for a pilot campaign.

3. 3.
   Design Your Campaign

   Multi-channel outreach works best. Start with email, follow with SMS at 3 days, voice call at 7 days. Keep messaging personalized and benefit-focused.

4. 4.
   Measure and Iterate

   Track qualified opportunities, fundings, and contribution profit against your starting baseline, not just replies. What worked? What didn't? Keep what pays and stop what doesn't.