Marketing Automation

Automated Milestone Outreach Keeps Chelsea Stanford Engaged with Clients Long After Closing Day

5 mins read
1 min
November 4, 2026

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“As they hit their anniversary of owning a home, their birthday, anniversaries, anything that we’ve been able to capture while going through the purchase process, I throw in there. That way we can just continue to engage with them even after we close on the home. I’ve got something working in the background doing all of this for me. It just makes my job a lot easier.”
- Chelsea Stanford, Loan Officer, NewFed Mortgage

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