RateTraker Success Kit

Everything You Need to Succeed with RateTraker

• Sherlok RateTraker
• Sherlok One Pager - What Is RateTraker
• RateTraker Enhancement: “Request a Rate Review”
• RateTraker: Generate Your Custom Signup Link
• Tips for Client Follow-Up to increase RateTraker Consents
• How to prepare your clients for RateTraker?
• Sample Broker Script: Intro Video for Sherlok & RateTraker
• Email 2: Reminder — We're Here to Keep Your Rate Competitive
• Example email nurture sequence to introduce RateTraker to your clients
• Email 1: Introducing RateTraker — Keeping Your Rate Competitive
• RateTraker Homeowners FAQ
• Email 3: Clients Are Saving Thousands — Don't Miss Out!
• Email 4: Final Call — Don't Let Your Lender Win
• RateTraker Brokers FAQ
• How is the RateTraker Rating Calculated?
• List of Contact Numbers for Lenders