NEW LEAD RECEIVED RENEWALPURCHASEREFINANCE ONLINE APPLICATION RECEIVEDREALLY TRUSTED PRE-APPROVALS AND FOLLOWUPS PRE-APPROVAL - INITIAL EMAIL1 WEEK FOLLOW UP30 DAY FOLLOWUP 60 DAY FOLLOW UP90 DAY FOLLOW UPPRE-APPROVAL EXPIRED MORTGAGE PROCESS TEMPLATES ACCEPTED OFFER - EMAIL TO REALTORACCEPTED OFFER - EMAIL TO CLIENTSHOME INSURANCELIFE INSURANCESWITCH TRANSFER FCT INTRO EMAIL TO SOLICITOR - INSTRUCTEDEMAIL TO CLIENT - FILE INSTRUCTEDCLOSING DAY6 WEEK POST CLOSINGANNUAL REVIEW RENEWAL TEMPLATES 5 MOS PRIOR - FIRST REACH OUT3 MOS PRIOR - SECOND REACH OUT 60 DAYS PRIOR - THIRD REACH OUTDAY OF RENEWAL
