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EOTW: Magic Mortgage Rate

Email Campaigns
Email Campaigns

EOTW: Magic Mortgage Rate

Introduction

When you consistently reach out with relevant insights, your name stays top of mind. Even if people aren’t ready to move right away, they begin to associate you with expertise and value.

That familiarity builds trust—so when the time comes to sell or buy, or when someone needs a referral, you’re the first person they think of.

Emails that offer more than just a sales pitch, like sharing timely market insights or explaining mortgage trends, engage your audience. They show that you're not just here to sell, but to help them make smarter decisions. That kind of value fosters two-way conversations, which often lead to replies, questions, or feedback—turning passive recipients into warm leads.

Before you get started

For best results with direct mail, you’ll want to have these core lists ready.

Before you send a text, make sure you have these three things in place:

Before you send an email, make sure these three things are in place:

This is your core mailing audience—used for general awareness and market education. Build your list using the following filters:

  • Homeowners who’ve owned for 10+ years
  • 50%+ equity
  • Areas with strong total commission opportunity (transaction volume × average price)

Start with 1,000 homes. Expand if it’s working. Need help pulling the list? Ask your title rep or use tools like PropStream or Breakthrough Broker.

Used for campaigns like Just Listed, Just Sold, Magic Buyer, or Pre-Appointment letters.You’ll need the ability to quickly pull 100–200 nearby homes around a specific property.

Used for targeted campaigns like Expired Listings, Silver Tsunami, and FSBOs.
Pull these from platforms like RedX or similar.

1

An Email Tool

You need a platform that lets you send mass emails to your database. Use what you have—FUB, Follow Up Boss, Mailchimp, KVCore, Constant Contact, etc. If you’re not set up yet, get that handled first. You can’t send if you can’t hit send.

2

Three Simple Lists

You need three lists:

Prospects

Recommended Audience For This Campaign

People you haven't done business with.

SOI/Past Clients

Recommended Audience For This Campaign

People you have.

Entire Database

Recommended Audience For This Campaign

All contacts.

These lists let you send smarter without overthinking.
3

A Plain Text Format

These emails are written to feel personal, not promotional—so keep them clean. Paste them as-is, with a short signature (your name, number, maybe your site). That’s it.

1

A CRM That Can Send Texts

Most modern CRMs can do this—Follow Up Boss, Lofty, Brivity, Real Geeks, etc. Use your CRM before buying anything new. You’ll want tracking, history, and batch-sending capabilities.

If you do need a mass texting tool, here’s what we recommend. But start with manual sends if you have to.

2

Three Simple Lists

Texting is for follow-up. And smart follow-up starts with the right filters.

Set up three lists:

Prospects

Recommended Audience For This Campaign

People you haven’t done business with.

SOI/Past Clients

Recommended Audience For This Campaign

People you have.

Entire Database

Recommended Audience For This Campaign

All contacts.

Apply two filters:

Engaged Recently

Opened an email or visited your site in the last 7 days.

Not Contacted Recently

No outreach in 30 days (for prospects) or 90 days (for clients).

That overlap—engaged but untouched—is your sweet spot. That’s who you text.
3

A Plain Text Format

These aren’t spam blasts. They’re timely, value-based follow-ups. Use their first name. Skip the signatures.

How to Execute

Step 1

Copy Subject Line and Message to CRM

Personalize postcard using:
or
Canva Template

The Magic Interest Rate

Copy 
Copied!

When will we see more homes hit the market?

The answer: When interest rates reach the magic number.

Right now, 87% of homeowners have a mortgage rate below 6%, keeping them locked in place.
Selling feels like a bridge too far—even though many want to sell.

But there’s hope on the horizon.

Interest rates have dropped significantly from where they were 12 months ago, and there’s growing optimism they’ll continue to fall in the months ahead.

So, what’s the magic rate that unlocks more homes for sale?

According to JBREC research, the sweet spot is between 5% and 5.5%.

At that rate:

  • 47% of potential sellers say they would list their homes.
  • Compare that to last year’s nearly 8% rates, when only 5% even considered selling.

As always, I’m here to keep you informed on the latest market trends.

Sincerely,
[Your Name]

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Step 2

Transferring Email Content to Your Email Blast App

Send

  1. Copy Subject: Highlight and copy the subject line from your email draft.
  2. Paste Subject: Open the email blast app and paste it into the subject line field.
  3. Copy Email Content: Return to your draft, copy the email content.
  4. Paste Content: Paste it in the message body of the email blast app.
  5. Review and Send: Check for accuracy, then schedule or send the email.
Target Audience
Entire Database (and SOI)
Step 1

Record the Video

Show Flow
Guided narration script for the video.
Hook
Audio Transcription of Show Flow
AI-generated representation of the intended sound flow.
Step 2

Customize Template

Canva Template
Canva Template
Step 3

Post Your Video

Video Title & Description
Copy 
Copied to Clipboard
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Video Walkthrough

Examples

Video Guide
Video Guide