Automation

The Ultimate Guide to Email & SMS Sequences for Mortgage Brokers

March 21, 2026
15 min read

80% of mortgage leads never respond to the first contact. Without automated follow-up, you're losing 80% of your potential business. Here's how to fix that.

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Why You Need Automated Sequences

Here's the truth: 80% of your leads aren't ready to talk when they first submit their info. They need days or weeks of nurturing before they're ready to book a call.

If you're only calling once and giving up, you're leaving thousands of dollars on the table.

The Math

  • 100 leads generated
  • 20 respond to first call (20%)
  • With automation: 60 respond (60%)
  • 3x more revenue from the same leads

The Perfect 7-Day Nurture Sequence

Day 0

Welcome Email + SMS

Instant response thanking them and delivering your lead magnet. SMS: "Hi [Name], this is [Broker]. Thanks for reaching out! I'll have custom options for you within 24 hours."

Day 1

Personal Video Email

2-minute video personally addressing their situation based on what they submitted. Personalization increases response rates by 300%.

Day 3

Case Study Email

Share a success story similar to their situation: "Here's how we helped [similar borrower] save $X and close in X days."

Day 5

SMS Check-In

"Hey [Name], just checking in. Are you still looking to [purchase/refinance]? If timing changed, no worries — let me know!"

Day 7

Final Push + Calendar Link

"Rates change daily. Book a quick 10-min call so we can lock in your options." Include direct booking link.

Get Automated Sequences That Convert

Stop losing 80% of your leads. Get email and SMS automation sequences that nurture prospects until they're ready to close.