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Rate Shopper Follow-Up Sequence

Mortgage Brokers

The Rate Shopper Follow-Up Bot re-engages leads who enquired about rates but didn't book the first time. GoHighLevel sends 3 strategically spaced touchpoints across 14 days. The moment the contact replies, Closebot takes over to qualify their current loan situation, identify their target rate, and book them in for a comparison consultation with a licensed broker.

What's Included

  • Pre-built GHL Snapshot with 14-day follow-up workflow and calendar
  • Closebot AI bot configured as Rate Shopper Follow-Up Responder
  • Automated tagging for booking, decline, and no-reply outcomes
  • Conversation summaries saved as contact notes
  • Pre-built Consultation Calendar setup

What You'll Get

Video Setup Guide
GHL Snapshot
1 Document

Documents & Resources

  • Workflow_2_Rate_Shopper_Follow_Up_Sequence_Documentation.docx17.3 KB

How It Works

The workflow activates when a contact has the rate_shopper_follow-up_needed tag applied (typically by a previous bot or manual segmentation).

1
Follow-Up Triggered
Contact tagged for rate shopper follow-up sequence.
2
Message 1 Sent
GHL sends first follow-up SMS at day 0.
3
Message 2 Sent
GHL sends second follow-up SMS at day 5 if no reply.
4
Message 3 Sent
GHL sends final follow-up SMS at day 12 if no reply.
5
Client Replies
Closebot takes over to qualify current loan status and book consultation.
6
Outcome Routing
Booked, declined, or escalated based on conversation outcome.
A$600 one-time
Rate Shopper Follow-Up Sequence — AI Agency Institute