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Christie Anne Lee
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Christie Anne Lee
Home
Work
Blog
Resume
Contact
Get Started
Home
Work
Blog
Resume
Contact
Get Started
United Community Bank

United Community Bank
Milliken and Company

Milliken and Company
Long Live Simple LLC.

Long Live Simple LLC.
The Design Group

The Design Group
Hawkes Learning

Hawkes Learning
KUR Health Spa

KUR Health Spa
College of Charleston: Marketing

College of Charleston: Marketing
College of Charleston: Communications

College of Charleston: Communications
Photography

Photography

Using Total Expert as the main customer relationship management system came with resources that could help MLOs get more loans. On my side, I was able to create email journeys that targeted a specific group of people based on loan milestones and trigger leads.

Below are journeys that I created and built upon: For our PATH, Portfolio 100, Private Wealth, and 2-1 Buydown loan products, I pulled realtor listings with their information, filter them through to make sure their listing matched our loan products eligibility, then would drop them into these journeys. Once imported, they would receive an email from the MLO letting them know that their listing at 123 Lane is eligible for no down payment home financing. This initiative was our most successful marketing strategy for MLOs. From here, MLOs would partner with the realtors to co-market through Total Expert.

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. They were then imported into the journeys and targeted with messaging from the MLO about their refinancing options. 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

Flyer Content Samples

Email Campaign Samples: Target audiences were realtors, closed borrowers, and purchase prospects from the MLOs account in Total Expert. Plus, two internal Comm stories.

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