Contact current members or non-members with whom you already have a relationship in some capacity and that have a mortgage financed with another institution, and offer a refinance opportunity to them. You may narrow the search results by date range, credit score, type of mortgage and even target or exclude particular financial institutions.
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This document and the other volumes in this series are intended to give a credit union a complete road map to execute a marketing campaign. This road map will take the user from the very beginning point all the way through to the end of the process and the evaluation of the campaign. This design will contain all the steps necessary to create the campaign, the steps to follow through to the end using the referenced CU*BASE options to mine the data and track the sales success.
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