Past clients with qualifying equity positions, sent from each recipient’s own Loan Originator
My role
Copy, build, and the AMPScript behind the sender: OwnerId comes off the sendable Data Extension, a LookupRows call against the synchronized User DE resolves the owning LO without an API call, and RetrieveSalesforceObjects pulls that LO’s Contact record and stored HTML signature at send time.
Results
5,708 sent · 46.04% open rate · 2.18% click-through · 0.26% unsubscribe (August 20, 2026). Program lifetime (Oct 2023–Aug 2026): 231,872 sends · 53.4% open · 1.9% CTR · 0.51% unsub.
Why it’s hereA deliberate anti-template: system font, no hero image, no branded chrome — built to look like the note an LO would have typed themselves. The product (an equity line tied to a 2% cash-back card) is explained in two bullets, and the close asks for a reply rather than a click.
Merge fields render with sample data. Production sends resolve these per recipient.