Playbook - Refinance Check-in Automation

Re-engaging past borrowers about refinancing at higher interest rates is easier than you think. Aidium's 'Refinance Check-in' Playbook Automation streamlines the process, letting you focus on connections while the system does the heavy lifting.

This video guides you step-by-step on how to engage borrowers from closed transactions with higher interest rates, providing valuable insights to spark conversations about their refinance options.