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Sapphire United Systems
AUTOMATION & FOLLOW-UP

The System That Follows Up When You Can't.

Every loan officer knows follow-up wins deals. But you're in closings, on calls, and living your life. Sapphire United System's automation engine handles the outreach you can't — 24/7, 365 days a year.

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The Problem Section - Sapphire United Systems
The Problem

The #1 Reason LOs Lose Deals

It's not your rates. It's not your product lineup. It's not your marketing. It's your follow-up.

Studies show that leads contacted within 2 minutes are 21x more likely to convert than leads contacted after 30 minutes. But the average loan officer takes over 4 hours to respond to a new lead. By then, three other LOs have already called.

And it's not just new leads. Past clients forget you in 18 months. Realtors stop referring if they don't hear from you. Birthday and anniversary touchpoints get missed. Rate changes happen and nobody tells your database.

The solution isn't "try harder." The solution is a system that does it for you.

Speed-to-Lead Section - Sapphire United Systems
Automation #1

Speed-to-Lead

When a new lead comes in — from any source — they get contacted in under 2 minutes. Automatically. Before they even close the browser tab.

⚡ New Lead → Instant Response
Trigger
New lead submits a form (Zillow, Google Ads, your website, Facebook — any source)
→
Action
SMS sent within 90 seconds. Email sent. Voicemail drop queued. Contact added to pipeline as "New Lead."
→
Result
Lead is engaged before they talk to anyone else. If they reply, you get notified. If not, follow-up sequence continues.
Example SMS — Sent at 8:49 AM (Lead submitted at 8:47 AM)
Hi Sarah, this is Andrew with Sapphire United Systems. I see you're looking at homes around $385K — great choice! I'd love to run some quick numbers for you. Do you have a couple minutes to chat today?
Automation #2 - Sapphire United Systems
Automation #2

Birthday & Home Anniversary

The easiest touchpoints you'll ever send — and the ones most LOs miss. Sapphire United Systems sends personalized messages automatically.

  • Birthday Outreach Personalized text and email on their birthday. Simple, thoughtful, and high-impact for staying top-of-mind.
  • Home Anniversary "Happy 3 years in your home!" messages that remind them you are their go-to mortgage expert.
  • Always On Once a contact has a birthday or close date, they're in the system. Forever. No manual tracking required.
Automation Preview Active 🟢
SMS 💬 Automatically on Contact's Birthday
Happy birthday, Sarah! 🎂 Hope you have an amazing day. If you ever need anything mortgage-related — or know someone who does — I'm always here. Enjoy your day!
Email ✉️ Home Anniversary (Year 2)
Subject: Happy 2 Years in Your Home, Sarah! 🏠 Can you believe it's been 2 years since you closed on your home? Time flies! If you're curious about your home's current value or thinking about refinancing, I'd be happy to run the numbers.
Automation #3 - Sapphire United Systems
Past Client Nurture — 12-Month Cycle Automation Active
Month 1 — Welcome + Review Request ✓ Email + SMS
Month 3 — Homeownership Tips ✓ Email
Month 6 — Check-In + Referral Ask ✓ SMS
Month 9 — Market Update ✓ Email
Month 12 — Anniversary + Value Check ✓ Email + SMS
Automation #3

Past Client Nurture

Your past clients are your most valuable asset. Sapphire United Systems keeps the relationship alive automatically so they buy again and refer friends.

  • Monthly Value Emails Market updates and rate insights that feel helpful, not salesy, keeping you as the trusted advisor.
  • Quarterly Check-Ins Personal-feeling text messages that keep you top-of-mind without you having to lift a finger.
  • Referral Requests Timed asks for referrals and reviews, spaced naturally throughout the year to maximize conversion.
Realtor Partner Drips - Sapphire United Systems
Automation #4

Realtor Partner Drips

Building agent relationships is a long game. Our realtor drips keep you visible to agents over months — sharing value, not just asking for business.

🤝 Agent Added → Nurture Begins
Trigger
Tag a contact as "Realtor" or add them to your agent pipeline.
→
Action
12-step sequence over 90 days: marketing stats, co-marketing offers, and casual meeting requests.
→
Result
Agents hear from you consistently without you lifting a finger. You're the first LO they think of for their next deal.
Rate Alert Campaigns - Sapphire United Systems
Automation #5

Rate Alert Campaigns

When rates move, your database should hear about it from you — not from a competitor's Facebook ad. Sapphire United Systems makes it easy to blast rate updates to targeted segments of your contacts.

Segment by Loan Type — Send FHA rate drops to FHA borrowers, VA updates to veterans
Past Client Refi Triggers — Alert past clients when rates drop below their current rate
Pre-Built Templates — Professional rate alert emails and texts, ready to customize and send
Multi-Channel Reach — Email + SMS together for maximum visibility and engagement
Example SMS — Rate Alert Template
Hey Sarah! Quick heads up — rates just dropped to 6.125% on 30-year conventional. That's the lowest we've seen in 3 months. If you're thinking about buying or refinancing, now's the time. Want me to run some numbers? — Andrew, Sapphire United Systems
The Bigger Picture - Sapphire United Systems
The Bigger Picture

These Automations Don't Just Run. They Compound.

Here's what happens when all five automation types run simultaneously: a new lead gets contacted instantly. If they don't convert today, they enter long-term nurture. Their birthday gets remembered. If they're an agent, they get the partner drip. When rates change, everyone relevant gets notified.

Your database doesn't go cold. Leads that said "not right now" hear from you 6 months later when they're ready. Past clients refer their friends because you stayed in touch. Agents send you deals because you never stopped providing value.

This is the compound effect of consistent, automated communication. And it's why Sapphire United Systems clients have sent over 50 million emails and texts through the platform since 2018.

50,000,000+
emails and texts sent by Sapphire United Systems clients since 2018
Frequently Asked Questions

Common Questions

Every account includes: speed-to-lead sequences, birthday and home anniversary campaigns, past client nurture drips, realtor partner touchpoint campaigns, new lead follow-up (email + SMS + voicemail), rate alert notifications, and review request automation. These are built and running from day one.

When a new lead enters your pipeline from any source (Google Ads, Zillow, Facebook, website form), Sapphire United Systems automatically sends a personalized text and email within seconds. If the lead doesn't respond, the system follows up on a proven cadence. Average speed-to-contact is under 2 minutes.

Yes. All pre-built campaigns are fully editable. You can modify messaging, timing, channels, and triggers. But most LOs find the defaults work well out of the box because they're built on years of mortgage marketing data.

CRM Features - Sapphire United Systems
Explore More Features

Stop Losing Deals to Slow Follow-Up.

Get the automation engine that's sent 50M+ messages for mortgage professionals. Pre-built, pre-loaded, and ready to run from day one.

Your next client is waiting. Don't make them wait too long.

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