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#2 of Clint Thompson Success Email ..............................................................................6
Amanda Lyman – November Newsletter .........................................................................7
Clint Thompson Success Email .......................................................................................8David Hosterman - Free Home Buying Seminar .............................................................9
Generic I'm around this weekend ...................................................................................10
Hosterman - Mobile App - Mortgage Calculator ...........................................................11Jennifer Gokool – November Newsletter ......................................................................12Monthly CCM Must Reads ............................................................................................13
Revised Jumbo Email ....................................................................................................14
Testimonial Email .........................................................................................................15About Us ........................................................................................................................16
Construction Financing ..................................................................................................17
Conventional Loans .......................................................................................................18Conventional Loans Investment Property ......................................................................19
Conventional Loans Primary Residence ........................................................................20
Conventional Loans Secondary Residence ....................................................................21
Down Payment Financing Options ................................................................................22FHA 2/1 Buydown Program ..........................................................................................23
FHA 203K ......................................................................................................................24
FHA Loans .....................................................................................................................25
FHA Streamline Refinance ............................................................................................26Good Neighbor Next Door Program ..............................................................................27
Government Loans and Programs ..................................................................................28
Homestyle Renovation ...................................................................................................29Importance of Prequalification ......................................................................................30
Investment Property .......................................................................................................31
Loan Lock ......................................................................................................................32
Lot and Construction Financing.....................................................................................33 NHF Down Payment Assistance Grant..........................................................................34
Product Matrix ...............................................................................................................35
Reverse Mortgage ..........................................................................................................36Roadmap Flyer ...............................................................................................................37
Things to Avoid .............................................................................................................38
Tips for a Smooth Approval Process .............................................................................39Understanding Escrow ...................................................................................................40
USDA Rural Development Single Family Housing ......................................................41
VA Loans .......................................................................................................................42
Waiting Periods for Adverse Credit Events ...................................................................43Working With Us ...........................................................................................................44
**********Birthday Messages .....................................................................................45
Anaheim Grand Opening ...............................................................................................46
Borrow Birthday Message .............................................................................................47Co-Borrower Birthday Message ....................................................................................48
David Hosterman - I'm around this weekend .................................................................49
**********Holiday/Seasonal Messages .......................................................................50Back to School Message ................................................................................................51
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Christmas .......................................................................................................................52
Daylight Saving Time Begins - March 8, 2015 .............................................................53
Daylight Saving Time Ends - November 1, 2015 ..........................................................54Easter..............................................................................................................................55
FHA 2/1 Buydown Loan Program .................................................................................56
Flag Day .........................................................................................................................57Halloween ......................................................................................................................58Holiday Campaign - Halloween.....................................................................................59
Holiday Campaign - Independence Day ........................................................................60
Holiday Campaign – Holiday Greetings ........................................................................61Holiday Campaign – St. Patrick's Day ...........................................................................62
Holiday Cash Back ........................................................................................................63
Holiday Greeting ............................................................................................................64Holiday Season Message ...............................................................................................65
Independence Day ..........................................................................................................66
L.O. General Announcement Email...............................................................................67
Labor Day ......................................................................................................................68Memorial Day ................................................................................................................69
New Year .......................................................................................................................70
Passover .........................................................................................................................71
Pioneer Day - Utah.........................................................................................................72Prepare Your Home for Autumn....................................................................................73
Prepare Your Home for Spring ......................................................................................74
Prepare Your Home For Summer ..................................................................................75Prepare Your Home for Winter......................................................................................76
Presidents’ Day ..............................................................................................................77
Recipe Campaign - Recipe for Autumn .........................................................................78
Recipe Campaign - Recipe for Summer ........................................................................79Recipe Campaign – Recipe for Valentine’s Day ...........................................................80
Recipe Campaign – Recipe for Winter ..........................................................................81
Rosh Hashanah...............................................................................................................82Spring Cleaning Email 1 – Home Tips ..........................................................................83
Spring Cleaning Email 2 - Office Tips ..........................................................................84
Spring Cleaning Email 3 – Social Media .......................................................................85St. Patrick’s Day ............................................................................................................86
Tax Day ..........................................................................................................................87
Thank You-Business After Hours Event .......................................................................88
Thanksgiving..................................................................................................................89TRID Training Invite .....................................................................................................90
Valentine’s Day .............................................................................................................91
Veterans Day ..................................................................................................................92
Yom Kippur ...................................................................................................................93**********Loan Anniversary Messages ......................................................................94
Annual Loan Review No Recommended Action with Chart........................................95
Annual Loan Review - No Recommended Action (Remaining Balanc ........................96Annual Loan Review - No Recommended Action - No Chart ......................................97
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Annual Loan Review Rec. Action - It’s Time For Your Annual R ...............................98
Annual Loan Review-Recommended Action ................................................................99
Semi Annual Loan Review ..........................................................................................100**********Customer Marketing Messages ................................................................101
Bright spot in your home's tax assessment ..................................................................102
Debt Consolidation ......................................................................................................103Eligibility for USDA Loans .........................................................................................104FHA - 85% Cash Out Refinance ..................................................................................105
FHA New Guidelines ...................................................................................................106
FHA Streamline ...........................................................................................................107First Year Anniversary .................................................................................................108
Making Additional Payments ......................................................................................109
Mortgage app turned down? We can help. ..................................................................110PC Purchase 1 - Enjoy Your New Home .....................................................................111
PC Purchase 2 - Your Mortgage is Professionally Managed .......................................112
PC Purchase 3 - We Manage Your Mortgage Daily ....................................................113
PC Purchase 4 - It’s Time to Review Homeowner’s Insurance...................................114PC Purchase 5 - I am Still Managing Your Account ...................................................115
PC Refi 1 - Thank You ................................................................................................116
PC Refi 2 - Your Mortgage in Good Hands ................................................................117
PC Refi 3 - Your Mortgage is Monitored ....................................................................118PC Refi 4 - I Watch Your Mortgage ............................................................................119
Post Close Thank You .................................................................................................120
Post Close with Surveys 1 - Listing Agent ..................................................................121Post Close with Surveys 1 – Customer ........................................................................122
Post Close with Surveys 1 – Selling Agent .................................................................123
Preparing Your House for the Market .........................................................................124
Rate Monitor 01 - I am Monitoring the Mortgage Market For Yo ..............................125Rate Monitor 02 - We Track Home Loan Programs Daily ..........................................126
Rate Monitor 03 - I Continue to Monitor Your Mortgage Needs ................................127
Rate Monitor 04 - I am Watching For Savings Opportunities .....................................128Rate Monitor 05 - I am Tracking the Market For You ................................................129
Rate Monitor 06 - Let’s Schedule a Financial Review ................................................130
Rate Monitor 07 - I am Still Tracking Your Loan Program ........................................131Rate Monitor 08 - I Analyze the Mortgage Market Daily ...........................................132
Rate Monitor 09 - I Want to Help You Reach Your Financial Go ..............................133
Rate Monitor 10 - Let’s Review Your Loan Program .................................................134
Re-Assigned Customers Introduction ..........................................................................135Reassigned 1 - You Have a New LO Managing Your Mortgage ................................136
Reassigned 2 - Your Mortgage is Monitored Daily .....................................................137
Reassigned 3 - It May Be Time to Review Your Mortgage ........................................138
Reconnect 1 - Let's Reconnect - Market is Volatile ....................................................139Reconnect 2 - Let's Reconnect - Partner with a Leader ...............................................140
Reconnect 3 - Let's Reconnect - Let's Review Your Mortgage ...................................141
Request for Referral 01 - Work with Me .....................................................................142Request for Referral 02 - Recommend Our Exceptional Service ................................143
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Request for Referral 03 - I’m Here to Serve You ........................................................144
Start your app process now ..........................................................................................145
Stay in Touch ...............................................................................................................146TILA-RESPA Changes 2015 – Information for Referral Partners ..............................147
Trigger Sheet ................................................................................................................148
Workplace Benefits Email - NC .................................................................................149**********Prospect Marketing Messages..................................................................150Buying vs. Renting 01 - Benefits of Buying a Home ..................................................151
Buying vs. Renting 02 - Home Searching - Location ..................................................152
Buying vs. Renting 03 - Home Searching - Affordability ...........................................153Buying vs. Renting 04 - Financing Your Home ..........................................................154
Buying vs. Renting 05 - The Mortgage Process ..........................................................155
Credit Repair 01 - Improve Your Credit With These Helpful Ti ................................156Credit Repair 02- Free Credit Report- Equifax ............................................................157
Credit Repair 03 - Review Your Credit Report ...........................................................158
Credit Repair 04 - Basic Budgeting .............................................................................159
Credit Repair 05 - Free Credit Report - Experian ........................................................160Credit Repair 06 - Dealing with Debt - The Snowball Plan ........................................161
Credit Repair 07 - Credit Repair Scams ......................................................................162
Credit Repair 08 - Dealing with Debt - Creditors ........................................................163
Credit Repair 09 - Free Credit Report - TransUnion ...................................................164Credit Repair 10 - Let’s Review Your Progress ..........................................................165
Equity Repair 01 - The Challenge of Changing Property Values ................................166
Equity Repair 02 - Tips for Building Equity ...............................................................167Equity Repair 03 - Don’t Be a Victim of Credit Repair Scams ...................................168
Equity Repair 04 - Monitor Your Credit Report from Equifax ...................................169
Equity Repair 05 - Build Equity with Home Improvements .......................................170
Equity Repair 06 - Do Your Friends or Family Need Home Loan .............................171Equity Repair 07 - Monitor Your Credit Report from Experian .................................172
Equity Repair 08 - Has Your Financial Situation Changed .........................................173
Equity Repair 09 - Monitor Your Credit Report from TransUnio ...............................174Equity Repair 10 - Let’s Review Your Progress .........................................................175
First Time Buyer 1 - The Home Buying Process .........................................................176
First Time Buyer 2 - Partner with a Professional ........................................................177First Time Buyer 3 - Get Pre-Approved For Your Loan .............................................178
First Time Buyer 4 - Our Industry Experience ............................................................179
First Time Buyer 5 - Review Homeowner’s Insurance ...............................................180
First Time Buyer 6 - Lock In A Low Loan Rate .........................................................181Homeowner's Insurance ...............................................................................................182
Interest Rates - Best Time to Lock ..............................................................................183
Interest Rates Change Daily.........................................................................................184
Loan Process - Your Loan is in Underwriting .............................................................185Millennial Financial Campaign 1- Budgeting..............................................................186
Millennial Financial Campaign 2- Paying Down Debt................................................187
Millennial Financial Campaign 3- Saving for Retirement ...........................................188Millennial Financial Campaign 4- Investment Tips ....................................................189
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Open House Thank You...............................................................................................190
Pre-Qualification VS Pre-Approval .............................................................................191
Prospect Homebuyer 1 - Partner with a Professional ..................................................192Prospect Homebuyer 2 - Why Choose Us ...................................................................193
Prospect Homebuyer 3 - Pre-Qualification vs. Pre-Approval .....................................194
Prospect Homebuyer 4 - Interest Rates Change Daily.................................................195Prospect Homebuyer 5 - Selling Your Current Home .................................................196Prospect Homebuyer 6 - Homeowner's Insurance .......................................................197
Prospect Homebuyer 7 - Lock Rates Sooner Than Later ............................................198
Prospect Intro 1 - We’ll Guide You Through the Loan Pr ocess ..................................199Prospect Intro 2 - Choose the Right Mortgage Company ............................................200
Prospect Intro 3 - We Make the Loan Process Easy ....................................................201
Prospect Intro 4 - We Give Service After the Sale ......................................................202Prospect Intro 5 - Partner with a Strong, Experienced Leader ....................................203
Prospect Purchase - Why Choose Us ...........................................................................204
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#2 of Cl int Thompson Success Emai l
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Amanda Lyman – November Newsletter
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Clint Thompson Success Email
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David Hosterman - Free Home Buying Sem inar
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Gener ic " I 'm around th is weekend"
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Hosterman - Mob ile App - Mortgage Calcu lator
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Jennifer Gokoo l – November Newsletter
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Mon thly CCM Must Reads
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Revised Jumbo Email
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Testim on ial Email
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About Us
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Construc t ion Financing
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Convent ional Loans
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Convent ional Loans Investment Property
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Convent ional Loans Pr imary Residence
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Convent ional Loans Secondary Residence
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Down Payment Financing Opt ions
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FHA 2/1 Buydown Program
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FHA 203K
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FHA Loans
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FHA Stream line Refinance
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Good Neighbor Next Door Program
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Government Loans and Prog rams
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Homesty le Renovation
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Impo rtance of Prequal i f icat ion
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Investment Property
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Loan Lo ck
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Lot and Construct ion Financ ing
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Produc t Matrix
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Reverse Mortgage
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Roadmap Flyer
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Things to Avoid
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Understanding Escrow
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USDA Rural Development Sing le Fam ily Hous ing
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VA Loans
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Wait ing Periods for Adverse Credit Events
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Working With Us
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**********Birthday Messages
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Anaheim Grand Opening
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Bo rrow Bir thday Message
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Co-Bo rrower Bir thday Message
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**********Ho liday/Seasonal Messages
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Back to School Message
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Christmas
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Daylight Saving Time Begin s - March 8, 2015
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Daylight Saving Time Ends - November 1, 2015
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Easter
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FHA 2/1 Buydown Loan Program
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Flag Day
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Halloween
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Holiday Campaign - Halloween
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Holiday Campaign - Independence Day
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Hol iday Campaign – Holiday Greetings
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Hol iday Campaign – St. Patrick's Day
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Hol iday Cash Back
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Holiday Greeting
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Holiday Season Message
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Independence Day
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L.O. General Announcement Email
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Labor Day
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Memorial Day
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New Year
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Passover
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Pioneer Day - Utah
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Prepare Your Home for Au tumn
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Prepare Your Home for Spring
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Prepare Your Home For Summer
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Prepare You r Home for Winter
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Presidents’ Day
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Recipe Campaign - Recipe for Autum n
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Recipe Campaign - Recipe for Summer
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Recipe Campaign – Recipe for Valentine’s Day
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Recipe Campaign – Recipe for Winter
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Rosh Hashanah
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Spring Cleaning Email 1 – Home Tips
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Spring Cleaning Email 2 - Off ice Tips
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Spring Cleaning Email 3 – Social Media
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St. Patrick’s Day
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Tax Day
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Thank You -Business A fter Hours Event
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Thanksgiv ing
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TRID Training Inv ite
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Valentine’s Day
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Veterans Day
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Yom Kippur
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**********Loan Ann iversary Messages
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Annual Loan Review No Recommended Act ion w ith
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Annual Loan Review - No Recommended Act ion
(Remaining Balanc
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Annual Loan Review - No Recommended Act ion - No
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Annual Loan Review Rec. Ac tion - It’s Time For YourAnnual R
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Annual Loan Review-Recommended Act ion
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Sem i Annual Loan Review
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**********Cus tomer Marketing Messages
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Br ight spo t in your home's tax assessment
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Debt Consol idat ion
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Elig ib i l i ty for USDA Loans
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FHA - 85% Cash Out Refinance
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FHA New Gu idel ines
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FHA Streamline
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First Year Anniversary
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Making Addit ional Payments
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Mortgage app turned down? We can help.
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PC Purchase 1 - Enjoy Your New Home
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PC Purc hase 2 - Your Mo rtgage is Professional ly
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PC Purchase 3 - We Manage You r Mortgage Daily
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PC Purchase 4 - It’s Time to Review Homeowner’sInsurance
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PC Purc hase 5 - I am Sti l l Managing You r Accoun t
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PC Refi 1 - Thank You
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PC Refi 2 - Your Mortgage in Good Hands
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PC Refi 3 - Your Mortgage is Mon itored
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PC Refi 4 - I Watch You r Mortgage
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Post Close Thank You
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Post Close with Surveys 1 - List ing Agent
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Post Close with Surveys 1 – Customer
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Post Close with Surveys 1 – Sel l ing Agent
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Preparing Your House for the Market
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Rate Monito r 01 - I am Monito r ing the Mortgage Market
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Rate Monito r 02 - We Track Home Loan Programs Daily
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Rate Monito r 03 - I Contin ue to Monito r You r Mortgage
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Rate Monito r 04 - I am Watch ing For Savings
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Rate Mon ito r 05 - I am Tracking the Market For You
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Rate Mon ito r 06 - Let’s Schedule a Financial Review
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Rate Monito r 07 - I am Sti l l Tracking You r Loan Program
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Rate Mon ito r 08 - I Analyze the Mor tgage Market Daily
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Rate Mon ito r 09 - I Want to Help You Reach You r
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Rate Monitor 10 - Let’s Review Your Loan Program
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Re-Ass igned Customers Introduct ion
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Reassigned 1 - You Have a New LO Managing Your
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Reassigned 2 - Your Mortgage is Monito red Daily
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Reassigned 3 - It May Be Time to Review Your Mortgage
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Reconnec t 1 - Let's Reconnect - Market is Volati le
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Reconnect 2 - Let 's Reconnect - Partner with a Leader
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Reconnect 3 - Let 's Reconnect - Let 's Review Your
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Reques t for Referral 01 - Work w ith Me
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Request for Referral 02 - Recommend Our Exceptional
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Reques t fo r Referral 03 - I’m Here to Serve You
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Start your app p rocess now
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Stay in Touch
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TILA-RESPA Changes 2015 – Info rmation fo r ReferralPartners
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Trigger Sheet
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Workplace Benefi ts Email - NC
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**********Prospect Mark eting Messages
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Buying vs. Rent ing 01 - Benefi ts of Buying a Home
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Buying vs. Renting 02 - Home Search ing - Location
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Buying vs . Renting 03 - Home Search ing - Affo rdabi l i ty
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Buying vs. Rent ing 04 - Financing You r Home
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Buying vs. Renting 05 - The Mortgage Process
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Credit Repair 01 - Improve You r Credit With These
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Credit Repair 02- Free Credit Repo rt- Equifax
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Credit Repair 03 - Review You r Credit Report
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Credit Repair 04 - Basic Budgeting
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Credit Repair 05 - Free Credit Repo rt - Experian
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Credit Repair 06 - Dealing w ith Debt - The Snow ball Plan
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Credit Repair 07 - Credit Repair Scams
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Credit Repair 08 - Dealing w ith Debt - Credito rs
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Credit Repair 09 - Free Credit Repo rt - TransUnion
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Cred it Repair 10 - Let’s Review Your Progress
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Equity Repair 01 - The Challenge of Chang ing Property
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Equity Repair 02 - Tips for Build ing Equity
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Equ ity Repair 03 - Don’t Be a Victim of Credit RepairScams
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Equity Repair 04 - Mon itor You r Credit Report from
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Equity Repair 05 - Bu i ld Equity with Home Improvements
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Equity Repair 06 - Do You r Friends o r Fam ily Need Home
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Equity Repair 07 - Mon itor You r Credit Report from
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Equity Repair 08 - Has Your Financ ial Situat ion Changed
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Equity Repair 09 - Mon itor Your Credit Repo rt from
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Equ ity Repair 10 - Let’s Review Your Progress
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First Time Buyer 1 - The Home Buying Process
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First Time Buyer 2 - Partner w ith a Professional
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First Time Buyer 3 - Get Pre-Appro ved For You r Loan
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First Time Buyer 4 - Our Industry Experience
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First Time Buyer 5 - Review Homeowner’s Insurance
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First Time Buyer 6 - Lock In A Low Loan Rate
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Homeowner's Insu rance
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Interest Rates - Best Time to Lock
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Interest Rates Change Daily
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Loan Process - Your Loan is in Underwr i t ing
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Mil lenn ial Financial Campaign 1- Budgeting
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Mil lenn ial Financial Campaign 2- Paying Down Debt
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Mil lenn ial Financial Campaign 3- Saving for Retirement
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Mil lenn ial Financial Campaign 4- Investment Tips
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Open House Thank You
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Pre-Qualif ic ation VS Pre-Approval
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Prospect Homebuyer 1 - Partner with a Professio nal
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Prospect Homebuyer 2 - Why Choose Us
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Prospect Homebuyer 3 - Pre-Qualif ication vs . Pre-
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Prospect Homebuyer 4 - Interest Rates Change Daily
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Prospect Homebuyer 5 - Sell ing You r Current Home
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Prospect Homebuyer 6 - Homeowner's Insurance
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Prospect Homebuyer 7 - Lock Rates Sooner Than Later
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Prospect Intro 1 - We’ll Guide You Through the LoanProcess
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Prospect Intro 2 - Choose the Right Mortgage Company
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Prospect Intro 3 - We Make the Loan Process Easy
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Prospect Int ro 4 - We Give Servic e After the Sale
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Prospect Intro 5 - Partner w ith a Strong , Experienced
Leader
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Prospect Purchase - Why Choose Us
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Prospect Reconnect Message
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Prospect Refinance - Why Choose Us
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**********Realtor Marketing Messages
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Rate Sheet (Intended Only for Realtor s)
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Real Estate Agent Thank You
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Realto r Current 1 - Let’s Strengthen Our Partnership
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Realto r Current 2 - Referrals Shouldn’t Be a One WayStreet
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Realto r Current 3 - I Specialize in No-Surp rise Closings
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Realto r Current 4 - Our Service Doesn’t End at the LoanClos
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Realtor Email - Around This Weekend
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Realto r New 1 - We Make the Loan Process Easy
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Realtor New 2 - Choose the Right Mortgage Company
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Realtor New 3 - Be on the Winn ing End of a Referral
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Realtor New 4 - Our Closings Run Smoo thly Every Time
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Realto r New 5 - We Give Servic e After th e Sale
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RP Tips 01 - Expand Your Professional Network
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RP Tips 02 - Bu ild Cus tomer Trus t
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RP Tips 03 - Connect w ith Mo re Peop le
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RP Tips 04 - Write Effective Email Messages
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VIDEO - TRID Campaign 1 - Changes to TILA and RESPA
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VIDEO - TRID Campaign 2 - How TILA and RESPA
Changes Wil l A
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VIDEO - TRID Campaign 3 - I Can Make th e TILA and
RESPA Chan
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**********Co-B randed Messages
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CO-BRAND - Con lan TRID Invite
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CO-BRAND - Credit Repair 01 - Impro ve You r Credit With
These
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CO-BRAND - Credi t Repair 02- Free Credit Report- Equi fax
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CO-BRAND - Credit Repair 03 - Review You r Credit Repo rt
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CO-BRAND - Credit Repair 04 - Basic Budgeting
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CO-BRAND - Credit Repair 05 - Free Credit Report -
Exper ian
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CO-BRAND - Credi t Repair 06 - Dealing w ith Debt - The
Snowba
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CO-BRAND - Credit Repair 07 - Credit Repair Scams
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CO-BRAND - Credit Repair 08 - Dealing w ith Debt -
Credi tors
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CO-BRAND - Credit Repair 09 - Free Credit Report -
TransUnio
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CO-BRAND - Credi t Repair 10 - Let’s Review YourProgress
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CO-BRAND - First Time Buyer 1 - The Home Buying
Process
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CO-BRAND - First Time Buyer 2 - Partner with a
Professional
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CO-BRAND - First Time Buyer 3 - Get Pre-App roved For
Your Lo
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CO-BRAND - First Time Buyer 4 - Our Indu stry Experience
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CO-BRAND - First Time Buyer 5 - Review Homeowner’sInsurance
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CO-BRAND - First Time Buyer 6 - Loc k In A Low Loan
Rate
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CO-BRAND - Open House Thank You
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CO-BRAND - Prospect Intro 1 - We’ll Guide You Throughthe Lo
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CO-BRAND - Prospect Intro 2 - Choo se the Righ t
Mortgage Comp
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CO-BRAND - Prospect Intro 3 - We Make the Loan Process
Easy
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CO-BRAND - Prospect Intro 4 - We Give Servic e After the
Sale
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CO-BRAND - Prospect Intr o 5 - Partner with a Strong,
Experie
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CO-BRAND - Realtor Flyer - Benefi ts o f Pre-App roval
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CO-BRAND - Realtor Flyer - Buy ing a Home
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CO-BRAND - Realtor Flyer - How Much Home Can I A fford
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CO-BRAND - Realtor Flyer - Loan Prog ram
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CO-BRAND - Realtor Flyer - Mortgage Process Overview
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CO-BRAND- Spring Cleaning Email 1 – Home Tips
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CO-BRAND- Spring Cleaning Email 2 - Office Tips
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CO-BRAND- Spring Cleaning Email 3 – Soc ial Media
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**********Refinance Marketing Messages
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Alternat ive to ARMs
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ARM Repric ing 1 - In 6 Month s You r ARM Repric es
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ARM Repric ing 2- Only 4 Month s Left Before Your ARM
Reprices
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ARM Repric ing 3 - In 60 Days Your ARM Loan Wil l
Reprice
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ARM Repric ing 4 - Your ARM Wil l Repric e in 30 Days
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ARM Repric ing Letter
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ARM Repric ing Letter
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Conv Refinance 2015 – Step 1
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Conv Refinance 2015 – Step 2
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Conv Refinance 2015 – Step 3
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FHA MIP Campaign Step 1 - New FHA MIP
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FHA MIP Campaign Step 2 - VIDEO New FHA MIP
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FHA MIP Campaign Step 3 - Lower Mortgage Payments
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HELOC Offer
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Jumbo to Conforming Not ice
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Loan Review - Refinance Opportunity (Remaining
Balance Chart
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Loan Review - Ref inance Opportun i ty w ith chart
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Piggyback Loan
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PMI Reduct ion
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Refinance Customer 1- Let’s Review Your Mortgage forSavings
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Refinance Cus tomer 2- You May Quali fy for a Low er
Mortgage
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Refinance Cus tomer 3- Refinancing Puts Money in You r
Wallet
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Refinance Prospect 1 - Let’s Review Your Mortgage
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Refinance Prospect 2 - Let 's Schedule a Loan Review
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Refinance Prospect 3 - Let’s Evaluate Your Mortgage
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Refinance Prospect 4 - Your Loan and Savings
Opportuni t ies
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Variable Rate Second to Convert to Fixed
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**********Onboard ing /New Employees
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I've come back to CCM
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I've Jo ined a New Team - Referral Partner
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I've Jo ined CCM - Bo rrow ers
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I've Rejoined CCM - Bo rrow ers
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Intro ducto ry Message to Past Clients
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Intro ducto ry Message to Recent Clients
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**********Value Add Programs
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App ly Now Emai l
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Intro Message for Newsletters and Email
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**********Recru itment Marketing Messages
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LO Recruitm ent 1 - Let’s Explore a Partnership
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LO Recrui tment 2 - Join our Successful Team
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LO Recruitm ent 3 - You’ll Love Our Efficient Systems
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LO Recruitment 4 - We Suppo rt Our Loan Off icers
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**********Spanis h Marketing Messages
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SPANISH - Bo rrow er Birthd ay Message
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SPANISH - CoBorrower Birthday Message
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SPANISH - First Time Homebuyer 01 - The Hom e Buy ing
Process
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SPANISH - First Time Homebuyer 02 - Partner wi th a
Professio
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SPANISH - First Time Homebuyer 03 - Get Pre-App roved
For You
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SPANISH - First Time Homebuyer 04 - Our Indus try
Experience
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SPANISH - First Time Homebuyer 05 - Review
Homeowner’s Insur
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SPANISH - First Time Homebuyer 06 - Lock In A Low
Loan Rate
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SPANISH - Prepare You r Home for Au tumn
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SPANISH - Prepare You r Home for Sprin g
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SPANISH - Prepare You r Home For Summer
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SPANISH - Prepare You r Home for Win ter
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SPANISH - Prospect Intro 1 - We’ll Guide You Throughthe Loa
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SPANISH - Prospect Intro 2 - Choose the Righ t Mortgage
Compa
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SPANISH - Prospect Intro 3 - We Make the Loan Process
Easy
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SPANISH - Prospect Intro 4 - We Give Serv ice A fter the
Sale
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SPANISH - Prospect Intro 5 - Partner w ith a Strong ,
Experien
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SPANISH - Realtor Current 1 - Lets Strengthen Our
Partnershi
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SPANISH - Realtor Current 2 - Referrals Should n't Be a
One W
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SPANISH - Realtor Current 3 - I Specialize in No Surp rise
Cl
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SPANISH - Realtor Current 4 - Our Serv ice Doesn 't End
at the
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SPANISH - Realtor New 1 - We Make the Loan Process
Easy
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SPANISH - Realtor New 2 - Be on the Winning End of a
Referra
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SPANISH - Realtor New 3 - Choose the Righ t Mor tgage
Company
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SPANISH - Realtor New 4 - Our Clos ings Run Smooth ly
Every Ti
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SPANISH - Realtor New 5 - We Give Servic e Af ter the
Sale
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SPANISH - Ref i 01 - Let’s Review Your Mortgage
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SPANISH - Refi 02 - Let's Schedu le a Loan Review
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SPANISH - Ref i 03 - Let’s Evaluate Your Mortgage