Now that your Salestrekker 2.0 integration is complete, ActivePipe can use your loan data to trigger highly personalised campaigns automatically. The biggest opportunity with this upgrade is the ability to create smaller, highly relevant campaigns for specific groups of clients.
Salestrekker Loan Data Examples
Below are five examples brokers are now running using their Salestrekker loan data.
Post-Settlement Campaigns by Buyer Type
Here is an example of the settlement journeys tailored to the type of loan your client has taken.
Investor Settlement Journey
First Day
Congratulations on your investment property settlement.
Three Months Later
How is the investment performing?
Twelve Months Later
Discuss equity opportunities or the next investment.
If the loan is discharged or repaid, the client automatically exits the journey. Tailoring communication to the loan purpose helps position you as their long-term finance adviser.
Post-Settlement Campaigns by Interest Rate Type
Segment clients based on whether their loan is fixed or variable.
For your Fixed Rate Clients, focus your emails on:
- When their fixed rate expires
- Preparing for the rate rollover
- Reviewing refinance options
For your Variable Rate Clients, focus your emails on:
- RBA rate movements
- How rate changes affect repayments
- Opportunities to review their loan
Targeted RBA Rate Decision Campaigns
Instead of sending a single RBA update to your entire database, you can target communications based on the lender your client currently has a loan with. For example, if a lender moves their rates following an RBA decision, you can email only the clients who currently have loans with that lender.
For example, at an RBA update, you send this to your clients:
“If you’re unhappy with how Lender X responded to today’s rate decision by moving their variable rate by X basis points, it might be worth reviewing your options. Let’s have a quick chat.”
This allows you to send highly relevant communications rather than broad market updates that may not apply to everyone.
Personalised Lead Nurture Campaigns
Lead nurture campaigns can now include personalised information based on the loan purpose or deal details stored in Salestrekker.
For example, if someone is exploring refinancing, the nurture sequence can include:
- Guidance specific to refinancing
- Reminders about the conversation you previously had
- Tailored next steps
This allows you to scale personalised communication without manually editing every email.
Campaigns Based on Loan Status or Lender Groups
You can segment your database using loan data filters such as:
- Discharged loans
- Clients with major banks
- Clients with non-bank lenders
- Recently settled deals
- Refinance opportunities
Consider emailing all clients whose loans were discharged in the past 12 months to reconnect and discuss their next purchase or refinance.
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