Mortgage email marketing is a mortgage business's own list worked as numbers: past borrowers, open applications and referral partners, reached by the business itself rather than by an agency, and measured by what a rate-move note returns in applications. For the loan officer or the broker who runs their own list, the list is the borrower by rate, and this page is about that: what the list is, what the calendar costs it, what a send returns and what record makes the figure repeatable. The email marketing ROI sheet on this site works the figure this page turns on, free, from the business's own numbers, with no account.
The list is the borrower by rate
A mortgage list is past borrowers with the rate they closed at and the year, so the note goes out when the market moves past their rate, and the referral partners who get the monthly update. The ROI sheet works what a rate-move note returns in applications from the officer's own reply rate, and the customer journey sheet works how many applications close step by step.
What the email marketing ROI sheet works for a mortgage business
Contacts times sends is the emails; delivered, click and order rates take it down to orders; orders times order value is the revenue; revenue over emails is revenue per email and over the platform's price is the return. On the worked example, 5,000 contacts sent four times at 97% delivered, 3% clicked and 2% ordering at $60 is 12 orders, $698.40 a month, three and a half cents an email and 2,910% on a $24 platform. For the loan officer or the broker who runs their own list, the inputs are the list of past borrowers, open applications and referral partners and the rates the last sends produced; the sheet publishes no benchmark for the trade and takes a minute with no account.
Keeping the record
What turns mortgage email marketing from a monthly guess into a monthly figure is the record behind the sheet: past borrowers, open applications and referral partners, each with their consent and their dates, filed against each other so the inputs are read rather than remembered. Funnelvo Pro keeps that record, puts the business's own name on the printed sheets and exports everything; the sheets themselves are free forever.
Questions people ask about mortgage email marketing
What is mortgage email marketing?
A mortgage business sending to its own list of past borrowers, open applications and referral partners, measured by what a rate-move note returns in applications. The free email marketing ROI sheet on this site works the figure; the paid plan keeps the list as a record.
Which free sheet works the figure for the loan officer or the broker who runs their own list?
The email marketing ROI sheet: 5,000 contacts sent four times at 97% delivered, 3% clicked and 2% ordering at $60 is 12 orders, $698.40 a month, three and a half cents an email and 2,910% on a $24 platform. Every input is the business's own and it computes on the page with no account.
Do the sheets need an account?
No. Every sheet computes on the page with no account and no trial clock; an account is only for keeping what was worked out, which is the paid plan's job.