We have created a range of resources for you to use when approaching your clients on refinance opportunities.

This includes two free email templates available to all Connective members and users of Mercury and four email templates in Digital Marketing Hub for Premium subscribers.

Left - template name in Mercury: Marketing - Refinance - General
Right - template name in Mercury: Marketing - Refinance - 2 years post settlement

For instructions on how to send an email template to your contacts from Mercury, click here. Or watch the below video demonstration that includes how to filter a list of clients, then send a bulk email to a group at once.

Premium subscribers of Digital Marketing Hub (DMH) will have access to the two Mercury templates listed above within their DMH account (named "Refinance general 2020" and "Post settlement - 2 years" respectively). In addition, there are two more templates that have been developed for distinct target audiences - investors and clients with an interest only home loan.

Left - template name in DMH: Investors - Refinance
Right - template name in DMH: Interest only - Refinance

For instructions on how to send an email campaign to your contacts using one of these templates from DMH, click here.

For instructions on how to segment your database in DMH, click here.

Access the Refinance social media content here.

Watch the CHL Refinance: a path for growth webinar series below: