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Annual loan review — August

SendingSMS

Clients · loan 0–2 yrs · 85 contacts · Started 10 Aug

Audience
85
3 opted out
Sent
59
69%
Delivered
58
98%
Replied
25
43%
Meetings booked
12
48% of replies
DM
Daniel Martin
0414 531 772 · St.George 6.21% fixed · Castle Hill
Booked
Hi Daniel, 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 Jordan? Reply STOP to opt out.
Yes keen, what times have you got?
Great! Jordan has Monday at 9:30am free — shall I lock it in?
Perfect 👍
Booked ✅ Monday at 9:30am. Calendar invite on its way.
Meeting with Jordan Monday at 9:30am — in your calendarMeetings