REQUESTED_RATE
Trigger: Lead has submitted a request to see mortgage rates.
Why it matters: This is a strong intent signal—they’re actively trying to understand what they can afford, which often comes before requesting a tour.
Goal:
Re-engage the lead based on their financing curiosity
Offer to connect them with a trusted lender
Start a conversation that leads to a lender intro or buyer consult
Duration: 3 emails over 4 days
Link to email automation: https://app.followupboss.com/app/automations/public/2LM53SOCT
Link to tag removal automation: https://app.followupboss.com/app/automations/public/C4PRA9F9B
REQUESTED_RATE Action Plan
Step 1: Email
Days after last step: 0
Title: Requested Rate 1
Subject: Want help getting some numbers?
Body:
Hi %contact_first_name%,
Saw that you were exploring mortgage rates—great move. Getting clear on financing is one of the smartest first steps you can take.
I’m not a lender, so I can’t give quotes or rates, but I do partner with a great local loan officer who can walk you through everything and help you figure out what’s realistic based on your goals.
Would you like an introduction? It’s quick, pressure-free, and a great way to start mapping things out.
Best,
Step 2: Email
Days after last step: 1
Title: Requested Rate 2
Subject: Want help figuring out where to start?
Body:
Hey %contact_first_name%,
If you’re still sorting through loan options, I’d be happy to connect you with someone I trust who can break it all down for you.
Out of curiosity:
Have you already talked to a lender before?
Do you have a monthly payment range in mind?
No pressure—just trying to help you get on solid footing as you move forward.
Let me know how I can help.
Best,
Step 3: Email
Days after last step: 2
Title: Requested Rate 3
Subject: Let’s get you pointed in the right direction
Body:
Hi %contact_first_name%,
Understanding your financing early on can really simplify the whole home search—and make sure you’re not wasting time on the wrong price range.
If you’re open to it, I’d love to connect you with a great local loan officer I trust. You can talk through options, get a better idea of where you stand, and then we can start matching you with the right homes.
Would that be helpful? I’m happy to set it up.
Talk soon,
Step 4: Remove Tags
Days after last step: 1
Action: Remove Tag(s)
HANDRAISER
REQUESTED_RATE
REQUESTED_RATE Automation
Automation Name
Requested Rate
Event
When tag REQUESTED_RATE is added
Conditions
Stage EXCLUDE - Pending and/or Under Contract (your database may be different and have different stages. Please select the stages you wish to exclude from this automation)
Action
Start Action Plan “REQUESTED_RATE”
Run Time
Multiple Times Per Person