Playbook – Refinance Check-in Automation
Re-engaging past borrowers about refinancing when interest rates are high is simpler than you might expect. Aidium’s Refinance Check-in Playbook Automation makes the process seamless, allowing you to focus on building meaningful conversations while the system manages the workflow.
This automation is designed to target borrowers from closed transactions who may benefit from refinancing. By automatically identifying opportunities and prompting timely outreach, you can provide real value while opening doors for new business.
What You’ll Learn
In this video, we’ll walk through:
- How to set up the Refinance Check-in Playbook Automation
- Which borrowers it targets and why
- How the automation helps spark refinance conversations
- Tips for personalizing your messaging for the best results
Why Use This Automation?
- Efficiency – Save time by letting Aidium automatically surface refinance opportunities.
- Timely Outreach – Contact past borrowers at the right time, based on their loan and current rates.
- Stronger Relationships – Provide proactive insights that position you as a trusted advisor.
Video Walkthrough
Follow this step-by-step demonstration to create and activate your Refinance Check-in Automation.