Following up: The importance of a solid email marketing platform

by Ryan Smith01 Jun 2015
It has been decades since people first started using email as a means of communication, and we've seen technologies such as social media and texting follow it in the last few years. But despite the ever-changing ebb and flow of the Internet, most people still check their email every day. If there is a message you want someone to see, the surest way to get them to at least glance at it is to send it to them in an email.

In the mortgage industry, I think that one of our greatest weaknesses is following up with potential leads. And I don't think it's for lack of desire or initiative on the part of loan originators. I think it's primarily a technology issue – most organizations simply don't have an email marketing platform that makes follow-up easy to do.

When you have the right email marketing system, you can automate certain messaging that you would normally forget about, you can set up reminders for yourself to reach out after so much time has passed, and you can have a database of past communication to better understand the prospect.

The technology exists and has existed for years. There are companies out there that specialize in email marketing specifically for the mortgage industry. We just need to do our research, make the investment, and learn how to use the technology. If you don't have an email marketing platform, I would definitely look into it as soon as possible. You're missing out on some great opportunities if you don't.


  • by Michael | 6/2/2015 12:17:27 PM

    Ryan, I'm the co-founder of - it does exactly what you are describing. It follows up on emails for you automatically. It's also very inexpensive and super easy to use. I set up a discount code 'mpa' that will give you and your readers 3 months free on the unlimited plan to check it out. After that it's less than $5/mo. Hopefully it can help you- I know I use it every day. It's perfect for your industry to follow up on leads or paperwork that you send that needs to be completed. It follows up for you on those things and whatever else you may have that's important. Any questions, let me know. Thanks in advance! Michael Dickman


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