Campaigns
Broadcast targeted nurture to any segment — and let SARA handle every reply.
Clients · fixed · fixed ends ≤90 days · 44 contacts · Started 3 Aug
“Hi {first_name}, it's SARA from Doyle Finance. Your fixed rate with {lender} rolls off in about {weeks} weeks. Worth a quick review so you're not caught on a higher variable? I can find you a time with {broker}.”
Clients · loan 0–2 yrs · 85 contacts · Started 10 Aug
“Hi {first_name}, it's been about a year since your loan settled 🎉 We do a quick annual check-in to make sure it's still the best fit. All good, or worth a chat with {broker}?”
Leads · pre-approved · 33 contacts · Started 6 Aug
“Hi {first_name}, SARA from Doyle Finance. Your pre-approval is due to expire soon. Still looking around {suburb}? I can get it refreshed so you don't miss the right place.”
Clients · variable · rate ≥6.4% · 98 contacts · Draft · edited yesterday
“Hi {first_name}, SARA from Doyle Finance. You're on {rate} with {lender}, similar loans are around 5.84% right now, roughly {saving}/mo less. Want {broker} to run the numbers?”
Leads · nurturing · 47 contacts · Mon 17 Aug · 9:00am
“Buying your first home, {first_name}? Here's the 5-minute version of deposits, the First Home Guarantee and how much you could borrow. No jargon. Reply anytime and SARA will answer.”
Leads · quiet 90+ days · 83 contacts · Ran 14 – 28 Jul
“Hi {first_name}, SARA here from Doyle Finance. Still thinking about a home loan? Rates have moved and there are some good first-home schemes. Want a quick no-pressure update?”