Christie Anne Lee

Using Total Expert as the main customer relationship management system came with resources for MLOs get more loans. On my side, I created email journeys targeting specific groups of customers based on loan milestones and trigger leads. For select loan products offered to UCB customers, intiatives and strategies targeting realtors using email campaigns proved success. Select examples are included below.

The Hot Refi Leads journey and Compass Capture journey targeted DMI-serviced closed borrowers who were “in the money” for a cash-out refinance or rate-and-term refinance. This campaign led to 22 funded refinances at $11 million and will continue to grow as market rates shift. Our team also had two very successful organic campaigns in Q3 and Q4 of 2025: ‘Love where you live’ led to 9 funded loans for $3.2 million, 13 funded HELOCS for $2.2 million and ‘CRA Campaign’ led to 17 funded loans for $5.7 million, 14 funded HELOCS for $3.0 million.

Flyer, social media, blog links, and email campaign samples are also included below: I was in charge of the copywriting and design creation of all samples.

Which is more important, RATE or APR? | United Community

How To Build Wealth through Real Estate | United Community

Expected Fed Rate Cut and What it means for your mortgage | United Community