3 - Tabatha Whewell | NEOhioRealty @ EPIQUE

3. Referred Buyer/Partner Sites

Includes buyer referral sources such as Zillow, Realtor.com, etc.
Appropriate for buyer referrals that have never responded and/or ghosted.

Settings, Trigger, Actions

This runs 30 days and automatically converts to Active Buying Client (BA) on Day 30.

Settings tab

Plan Name: 3. Short Term Buyer

Target Lead Type: Include one of Buyer

Plan Scope (my plan)

Auto Apply: (configure settings) takes you to the Trigger tab.
Auto-Pause: Toggle on for when

The lead's pipeline changes

Trigger tab

Lead meets specified Conditions
With Another Agent, Is: Any
Has Assigned Lender, Is: Any
Lead Assignment Changed
Any Agent Role, Has

Actions

These are the steps in the campaign and each step is included in the following expandable tabs down.

1. Let’s Get You Ready for Your Home Buying Journey!🗺️

Wait 0 Days and Act at 09:30 AM

Subject:
Let’s Get You Ready for Your Home Buying Journey! 🐇

Hi #lead_first_name#,

I’m here to make sure you’re fully prepared and confident as you take the next steps toward finding your dream home. 🏡✨

Buying a home is an exciting journey, and I want to make it as seamless as possible for you.

Wherever you are in the process, I’m here to offer personalized guidance and advice. 🗺️ If you’d like to chat about your goals, explore financing options, or even set up a home tour, just let me know.

Feel free to reply to this email or give me a call at #website_phone#—I’d love to help you take the next step with confidence!

2. Financing Your Next Home Made Simple 🏡

Wait 5 Days and Act at 09:30 AM

Subject:
Financing Your Next Home Made Simple 🏡

Hi #lead_first_name#,

I hope this email finds you well and excited about your home search! 🌟 As you explore options, I want to make sure you feel confident about the financial side of things. Whether you’re a first-time buyer or have purchased homes before, having a clear strategy is key.

Here’s how we can make it simple:

💰 Discuss Loan Programs: Conventional, FHA, VA, or USDA loans—we’ll find what fits you best.
📈 Understand Interest Rates: I’ll connect you with lenders who can help you lock in the most competitive rate.
🏦 Down Payment Strategies: There are options for low down payments, grants, or assistance programs that may work for you.

Need guidance? I can help connect you with trusted lenders who will answer all your questions. Feel free to reach out so we can discuss the next steps!

3. Let’s Get Ahead of the Market 📊

Wait 5 Days and Act at 09:30 AM

Subject:
Let’s Get Ahead of the Market 📊 🏡

Hi #lead_first_name#,

Did you know that timing can make all the difference in the real estate market? 🕒 Homes are selling quickly, and being prepared can put you ahead of the competition.

Here’s how we can stay ahead:

Market Watch: I’ll keep you updated on new listings that match your criteria, so you’re first to know about fresh opportunities. 🔔
Flexible Showings: Let’s set up viewings that fit your schedule—weekends, evenings, whenever works best! 🗓️
Offer Strategy: I’ll guide you in crafting an offer that stands out, even in competitive situations. 💼

If you’re ready to take the next step or just want to discuss the market, I’m here for you. Let me know a good time to chat or tour some homes.

Your Home Matchmaker💘

4. Buying While Owning A Home 🏡

Wait 5 Days and Act at 09:30 AM

Subject:
🏡Buying While Owning A Home

Hi #lead_first_name#,

If you’re planning to purchase a new home but still own your current one, there are several strategies to make the transition smoother:

🏦 Bridge Loans: This short-term financing option allows you to purchase a new home before selling your current one.
🤝 Contingent Offers: You can make your purchase contingent upon selling your existing home, giving you time to align both transactions.
🏠 HELOC or Home Equity Loan: Accessing the equity in your current home can help you cover a down payment on the new one.
🔑 Rent-Back Agreements: If your current home sells quickly, you may be able to rent it back temporarily while you transition to your new home.

Each option has its pros and cons, and I’m happy to help you navigate what works best for your unique situation.

5. Don't shy away from financing 💰

Wait 5 Days and Act at 09:30 AM

Subject:
Don't Shy Away From Preapproval💵

Hi #lead_first_name#,

Before looking at homes, the very important step of getting preapproved (if financing), must be completed. Whether this is your first home or fifth and you know your credit is perfect, you owe it to yourself, your agent, and the various homeowners of which homes you'd like to see, to get prepared to purchase should this be the one❤️!

Feel free to call any of my lender resources at www.NEOhioRealty.com/ or complete an online application to get started. 🏦

Tip: Make sure to "shop" for lenders within the same week of the same month. For these instances, lenders recognize you're shopping for a mortgage and the inquiries affect your score much less.

6. Selling Your Current Home While Buying Your Dream Home 🔑

Wait 5 Days and Act at 09:30 AM

Subject:
Selling Your Current Home While Buying Your Dream Home 🔑

Hi #lead_first_name#,

Thinking about purchasing a new home while still owning your current one? No problem—this is a common situation, and I’ve helped many clients navigate it successfully!

Here’s how we can make it happen:

Coordinating Transactions: I’ll help align the timing of your sale and purchase to make the transition as smooth as possible. 📅
Maximizing Your Current Home’s Value: We’ll prepare your home to sell quickly and for top dollar while you focus on finding your next one. 🏠💰
Flexible Financing Options: From bridge loans to contingency strategies, I’ll walk you through the options that best fit your needs.

I’d love to chat about your plans and show you how we can make this transition seamless and stress-free. Let’s set up a time to connect!

Excited to help you take the next step,

7. Let’s Talk About Your Timeline for Finding Your New Home 🏡

Wait 5 Days and Act at 09:30 AM

Subject:
Let’s Talk About Your Timeline for Finding Your New Home 🏡

Hi #lead_first_name#,

🌟 As you continue to explore your options, I wanted to touch base and ask about your preferred timeline for finding your next home.

Are you thinking about starting the search now so you're ready for next season? Or would you prefer to move a little slower and push things further out—perhaps a year or two?

There’s no right or wrong answer—it’s all about what works best for your goals and lifestyle. Whether you’re ready to jump in now or take your time, I’m here to help at every step.

Let me know what feels right for you, and we can create a plan that fits your needs perfectly!

8. Automatically start 5. Long Term Buyer ➡️