WOW ACTION PLAN SETS
NEW PARTNER SERIES
After every referral partner meeting, we send a simple but intentional sequence of cards-immediate, 14-day, 30-day, and 60-day touches. This isn’t “thank-you fluff”; it’s strategic follow-through. Each card reinforces how we work, keeps us top of mind, and activates the Reticular Activating System so when a client need shows up, we’re the first name they think of. Most lenders stop at the meeting-we compound the relationship. These cards communicate gratitude, professionalism, and consistency, while quietly reminding our partners that referrals are noticed, appreciated, and multiplied over time. It’s one of the ways we turn meetings into momentum and partners into advocates.
NEW PREAPPROVAL SERIES
For every new preapproved client, we run a short, intentional card sequence-immediate, 5-day, and 15-day touches-to anchor confidence and momentum early in the journey. This isn’t about paper; it’s about reassurance. Each card reinforces that they made the right decision, introduces our team and how we work, and subtly trains expectations around communication, service, and WOW delivery. While most lenders go quiet after preapproval, we stay visible-calming anxiety, building trust, and keeping energy high during the home search. The result is a client who feels supported, stays engaged, and confidently introduces us to others before they ever go under contract.
Turn Every Preapproval Into Confidence, Momentum, and Referrals
Most lenders stop communicating after a preapproval.
That silence creates doubt, delay, and disengagement.
Our members don’t.
This Preapproval & New Partner Card Series is a proven, automated touch system designed to immediately reassure new clients, introduce your team, and keep you top of mind during the most emotionally uncertain part of the home-buying journey. It builds trust before the contract, reinforces that they chose the right mortgage planner, and quietly sets the stage for referrals early in the relationship.
The best part?
You don’t have to build it.
With one click, you can copy our exact preapproval card sequence—timing, messaging, and design—directly into your SendOutCards account and start using it immediately. No writing. No guessing. No reinventing the wheel.
This is how professionals scale personalization without adding work.
What’s Included in the Serie (modified for Preapps vs partners)
📬 Immediate Card
Celebrates the preapproval, reduces anxiety, and confirms “you’re in great hands.”
👥 +5 Day Card
Introduces your team, sets expectations, and reinforces how you work differently than most lenders.
🎓 +15 Day Card
Repositions you as an advisor (not a rate quote), keeps momentum high, and reminds clients you’re with them while they shop.
Each touch compounds trust, confidence, and loyalty—long before closing.
Why This Works
Clients feel supported instead of forgotten
Confidence stays high during the search phase
You remain top of mind while they talk to friends, family, and Realtors
Referrals begin before the transaction is complete
Most lenders hope clients remember them.
This system makes it automatic.
One Click. Yours.
As a member, you can copy this entire preapproval card series into your SendOutCards account instantly and deploy it as part of your Before / During / After experience.