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Unsolicited CMA (CA)
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How to Execute
Video Walkthrough
Introduction
More Canadian homeowners are tapping into their equity this year—driven by rising renewal volumes, increased HELOC usage, and a growing need to make smart financial decisions without giving up a low-rate mortgage.
That makes this the perfect time to bring back a strategy that’s worked exceptionally well: the unsolicited CMA.
Reach out to 5–10 people in your sphere or past clients with a quick, personalized equity update—no ask, no pressure, just timely insight.The text below helps you start the conversation—and positions you as the steady, informed guide they want in their corner.
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Examples
How to Execute
Unsolicited CMA (CA)
Introduction
More Canadian homeowners are tapping into their equity this year—driven by rising renewal volumes, increased HELOC usage, and a growing need to make smart financial decisions without giving up a low-rate mortgage.
That makes this the perfect time to bring back a strategy that’s worked exceptionally well: the unsolicited CMA.
Reach out to 5–10 people in your sphere or past clients with a quick, personalized equity update—no ask, no pressure, just timely insight.The text below helps you start the conversation—and positions you as the steady, informed guide they want in their corner.
How to Execute
Copy the message content and send it via SMS or DM.
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Sending Your Message via Mass SMS or DM Tool
Send
- Log In to Your Mass Messaging Tool: Open your mass SMS or DM platform and log in to your account. (or simply use your phone)
- Select or Upload Recipients: Choose your audience (contacts/followers) or selecting recipients within the tool.
- Compose the Message: Paste the copied message content into the message field.
- Review and Send: Double-check the message for accuracy, then hit "Send" to distribute to all selected recipients.
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Video Walkthrough
Examples
