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Scripts &

Playbooks

For when you receive an alert, we provide scripts and playbooks for each one to properly navigate them.

Playbooks

Playbooks and Scripts for each alert type

Predictive Scenario Alerts

Home Seller Playbooks
Home Buyer Playbooks
Predictive Behavior Playbooks
- MBai 39 - Contact Applied For a Mortgage Within Past Eight Months But Not Complete Transaction
- MBai 40 - Has a High Predictive Score Indicating High Likely to Start a Mortgage Transaction
Predictive Cash-Out Playbooks
Predictive Debt Consolidation Playbooks
Predictive Refinance Playbooks
Predictive Reverse Mortgage Playbooks
- MBai 146 - Contact is over 62 with a low estimated LTV and may be interested in discussing a Reverse Mortgage or cash-out, depending on income

Inquiry Alerts

Inquiry Alert Playbooks
- MBai 2 - The prospect has applied for a mortgage with a competitor.

Credit Migration

Credit Migration Playbooks

Pre Mover Alerts

Scripts and Playbook Videos

Predictive Scenario Playbook: Home Seller

Predictive Scenario Playbook: Home Seller

Predictive Scenario Playbook: Home Buyers

Predictive Scenario Playbook: Home Buyers

Predictive Scenario Playbook: Debt Consolidation

Predictive Scenario Playbook: Debt Consolidation

Playbook: Inquiry Alert

Playbook: Inquiry Alert

Playbook: Credit Migration

Playbook: Credit Migration

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