The ActivePipe finance nurture campaigns are a series of customised journeys, based on different customer intentions.

Each provide personalised, relevant content that help to build confidence and trust in your client relationships, informing and empowering your customers to take positive action.

These journeys are defined and triggered by particular profiles or labels being added to a contact's profile in your CRM, which in turn sync through to your ActivePipe account as contact tags.

Generic Nurture

Designed to cover all types of borrowing, if the broker doesn't know exactly what the client wants to do.

It includes helpful introductory content like "What is a Mortgage broker?", "Why do I need a Conveyancer?", "What is an Offset account" or "What is a Redraw Facility on a Home Loan".

The Generic lifecycle has a total of 30 unique emails that are scheduled to go out every 2 weeks.
They include calls-to-action to encourage clients to contact you.

There is a check at each touch point to confirm that the contact still has the ActivePipe - Generic tag. 
If they do not (and the content is therefore deemed no longer to their interest), the cycle ceases.

Investor nurture

Designed to target amateur investors or contacts that are looking at buying their first investment property.
Relevant content includes topics like "A guide to Strata Schemes", "How do you maximise the property returns" & "Positive vs Negative gearing".
Call-to-action buttons are included so that contacts can engage with you as soon as they're ready.

The Investor lifecycle has a total of 27 unique emails that are scheduled to go out every 2 weeks.
There is a check at each touch point to confirm that the contact still has the ActivePipe - Investor tag.
If they do not (and the content is therefore deemed no longer to their interest), the cycle ceases.

Refinancing nurture

Designed to target clients looking to refinance.
Educational content includes "How to quickly reduce the current home loan", "Loans for Renovation" & "How to effectively switch between fixed and variable rates". Call-to-action buttons are included so that contacts can engage as soon as they're ready.

The Refinancing lifecycle has a total of 13 unique emails that are scheduled to go out every 4 weeks.
There is a check at each touch point to confirm that the contact still has the ActivePipe - Refinancing tag.
If they do not (and the content is therefore deemed no longer to their interest), the cycle ceases.

Purchasing nurture

Designed to support clients that are looking at purchasing either their first home, or upsizing/downsizing their main residence.
Content relating to topics like "Debating between buying a house or unit", "How does buying a house & land package work" & "What is LVR". The emails include calls-to-action to encourage clients to contact you.

The Purchasing lifecycle has a total of 19 unique emails, scheduled to go out every 2 weeks.
There is a check at each touch point to confirm that the contact still has the ActivePipe - Purchasing tag.
If they do not (and the content is therefore deemed no longer to their interest), the cycle ceases.

Asset Finance

Designed to target individuals or small businesses that are looking for loans to purchase other assets like cars or cash flow solutions for their small business.

The Asset lifecycle has a total of 17 unique emails that are scheduled to go out every 2 weeks. 
The emails include calls-to-action to encourage clients to contact you.

There is a check at each touch point to confirm that the contact still has the ActivePipe - Asset tag.
If they do not (and the content is therefore deemed no longer to their interest), the cycle ceases.

Post Settlement

Designed to nurture contacts with loans that have settled.
To support a strong on-going client relationship, it includes the touch points of:

• 1 month post settlement: "Following the first repayment";
• 12 months: "12 month Anniversary";
• 18 months: "Insurance check";
• 36 months: The cycle concludes with a 3 year anniversary email.

All of the touch points include a call-to-action to review the contacts needs.