High-Rate Refinance Review
A free review for owners who financed at the top of the market.
A consent-based campaign to your own database and relationship network: offer a plain review of the loan they took at peak rates and what a refinance would actually involve. Financing is always subject to qualification.
Included with membership
The homeowner signal behind it.
Owners in your database, past-client list, and partner referrals who financed during the high-rate window. This is your relationship base — not a purchased trigger list.
Everyone on the list is a real household in your market, reached in plain language. We describe the situation, never a person's private business.
Done for you, under your name.
Sourced and DNC-scrubbed
We build the list for your market from public and permissioned signals, then scrub it against Do Not Call and suppression rules before a single message goes out.
Multichannel outreach through your CRM
Text, email, voicemail, and optional print run on a cadence inside your own CRM — under your name, with your license ID on first-contact material.
Handoff when they engage
The moment someone replies or books, the sequence pauses and the conversation lands in your inbox with the full history attached. You take it from there.
What the message says.
Every word is reviewed before it ships. The offer is information and licensed real estate services — nothing more is promised.
An invitation, not a rate quote: a short offer to review their current loan and explain the options if conditions change. No payment or rate promises appear in the outreach. Our California mortgage marketing is built for the post-2026 trigger-lead environment — consent and relationship based, never purchased credit triggers.
- · Identifies you by name, brokerage, and license ID on first contact
- · Equal Housing on every piece
- · Clear opt-out in every message
Built for this market.
California loan balances are large enough that even modest changes matter, which makes a scheduled review a welcome touch rather than a sales call.
Questions agents ask first.
Where does the audience come from?+
Can the outreach mention a rate?+
Run High-Rate Refinance Review in your market.
Tell us where you work. We'll set the campaign up in your account and confirm your launch window.
[GHL_EMBED: campaign-cta-form]By submitting, you agree to receive calls and texts about your request. Consent is not a condition of purchase.
Campaign availability varies by market, data availability, and applicable California compliance requirements. Examples shown are illustrative.