My role
Copy, build, and audience segmentation. SQL against loan data surfaces borrowers whose equity and rate position make a refi worth a conversation; AMPScript then resolves the owning LO as sender and appends their stored HTML signature, so the send arrives as a personal note rather than a campaign.
Results
5,553 sent · 48.76% open rate · 2.94% click-through · 0.43% unsubscribe. Program lifetime (Oct 2023–Aug 2026): 231,872 sends · 53.4% open · 1.9% CTR · 0.51% unsub.