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Ken Graczak Movement Mortgage Mortgage Consultant [email protected] Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014

Transcript of Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... ·...

Page 1: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Ken GraczakMovement MortgageMortgage ConsultantKenGraczakgmailcom

Purchase In-Process CRMIn-Process CampaignHandbook Created September 19 2014

6 Events Timeline

Type Event Name Addressed To Timing Year

1 Email In Process Video-Documentation Primary Contact Threshold Application

2 Email In Process Video-Underwriting Primary Contact Threshold Borrower Docs Received

3 Email In Process Video-Appraisal Primary Contact Threshold Appraisal Ordered

4 Email In Process Video-Conditional Approval Primary Contact Threshold InitialConditional Approval Received

5 Email In Process Video-Clear to Close Primary Contact Threshold Clear To Close

6 Email In Process Video-Purchase Congratulations Primary Contact Threshold Closed

Movement MortgagePurchase In-Process Crm - In-Process Campaign

Hi Elizabeth

Congratulations Together we have officially embarked on the mortgage process

Would you please take a few moments to watch this brief video It will explain what comes next and what you can expect as we move forward Thanks so much for entrusting me with your business I promise to be in touch again soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Documentation - Primary Contact -

Movement Mortgage

Hi Elizabeth Our team has been working diligently on your file and Im pleased to report that your mortgage has moved into the underwriting stage Iveput together a brief video that explains what happens during the underwriting stage Enjoy Please either click the image below or this hyperlink to see your video Underwriting Video

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Underwriting - Primary Contact -

Movement Mortgage

Hi Elizabeth Youll be pleased to know that things are moving along nicely in regards to your mortgage file At this stage in the process an independentthird party appraiser is called upon to help estimate the value of the subject property I have created a special video to explain the appraisalprocess To view your video please either click this hyperlink or the thumbnail image you see below Thanks again for your business Elizabeth Please do not hesitate to call or email any time if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Appraisal - Primary Contact -

Movement Mortgage

Hi Elizabeth Weve reached an important stage of the process Would you please take a moment to view a brief video I created on your behalf Here is alink to your video - or please click the image below Thank you Elizabeth Ill be in touch again shortly with further updates

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Conditional Approval - Primary Contact -

Movement Mortgage

Hi Elizabeth Im pleased to report more good news - we have received the Clear to Close in regards to your home loan Please take a few moments to view this video for insight into what happens next (and for a smile) Thanks again for allowing us theopportunity to serve you Elizabeth I hope weve exceeded your expectations thus far and look forward to hearing back from you

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Clear to Close - Primary Contact -

Movement Mortgage

Hi Elizabeth It has been our privilege to assist in the financing of your home On behalf of my entire team thank you for entrusting us with your business We have recorded a brief video to help celebrate the occasion You can view this video by clicking here Elizabeth would you please be on the lookout for a customer satisfaction survey in the near future Id be grateful if you would please be sureto share your honest feedback about our performance In the meantime please dont hesitate to call or email me anytime if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Purchase Congratulations - Primary Contact -

Movement Mortgage

Ken GraczakMovement MortgageMortgage ConsultantKenGraczakgmailcom

5-Year Postcard CampaignPost Close Follow Up CampaignHandbook Created September 19 2014

25 Events Timeline

Type Event Name Addressed To Timing Year

1JumboPostCard

Thank You Primary and Secondary Contact 1 Days Out

2 Email Referral Partner Satisfaction Survey Agent 1 Days Out

3 Email Client Satisfaction Survey Primary and Secondary Contact 1 Days Out

4 Stamper Address Stamper Primary and Secondary Contact 1 Days Out

5JumboPostCard

Settlement Statement Reminder Primary and Secondary Contact February 5 1

6JumboPostCard

4th of July (Old Car) Primary and Secondary Contact July 4 1

7First ClassPostCard

Primary Birthday(Cake) Primary Contact Borrower Birthday 1

8First ClassPostCard

Co-Birthday(Towels) Secondary Contact Co-Borrower Birthday 1

dagger SUB Happy Thanksgiving(Envelope) Primary and Secondary Contact Thanksgiving 1

9JumboPostCard

Mortgage Review(Newspaper) Primary and Secondary Contact Loan Closing Date 1

10JumboPostCard

4th of July (Fireworks) Primary and Secondary Contact July 4 2

11First ClassPostCard

Primary Birthday(Sign) Primary Contact Borrower Birthday 2

12First ClassPostCard

Co-Birthday(Fortune) Secondary Contact Co-Borrower Birthday 2

dagger SUB Happy Thanksgiving(Pie) Primary and Secondary Contact Thanksgiving 2

13JumboPostCard

Mortgage Review(Sticky) Primary and Secondary Contact Loan Closing Date 2

14JumboPostCard

4th of July (Jeans) Primary and Secondary Contact July 4 3

15First ClassPostCard

Primary Birthday(Cupcake) Primary Contact Borrower Birthday 3

16First ClassPostCard

Co-Birthday(Cake) Secondary Contact Co-Borrower Birthday 3

dagger SUB Happy Thanksgiving(Pumpkin) Primary and Secondary Contact Thanksgiving 3

17JumboPostCard

Mortgage Review (Boarding) Primary and Secondary Contact Loan Closing Date 3

18JumboPostCard

4th of July (Constitution) Primary and Secondary Contact July 4 4

19First ClassPostCard

Primary Birthday(Fortune) Primary Contact Borrower Birthday 4

20First ClassPostCard

Co-Birthday(Sign) Secondary Contact Co-Borrower Birthday 4

dagger SUB Happy Thanksgiving(Simple) Primary and Secondary Contact Thanksgiving 4

21JumboPostCard

Mortgage Review(Casino) Primary and Secondary Contact Loan Closing Date 4

22JumboPostCard

4th of July(Mat) Primary and Secondary Contact July 4 5

23First ClassPostCard

Primary Birthday(Towels) Primary Contact Borrower Birthday 5

First Class

Movement Mortgage5-Year Postcard Campaign - Post Close Follow Up Campaign

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 2: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

6 Events Timeline

Type Event Name Addressed To Timing Year

1 Email In Process Video-Documentation Primary Contact Threshold Application

2 Email In Process Video-Underwriting Primary Contact Threshold Borrower Docs Received

3 Email In Process Video-Appraisal Primary Contact Threshold Appraisal Ordered

4 Email In Process Video-Conditional Approval Primary Contact Threshold InitialConditional Approval Received

5 Email In Process Video-Clear to Close Primary Contact Threshold Clear To Close

6 Email In Process Video-Purchase Congratulations Primary Contact Threshold Closed

Movement MortgagePurchase In-Process Crm - In-Process Campaign

Hi Elizabeth

Congratulations Together we have officially embarked on the mortgage process

Would you please take a few moments to watch this brief video It will explain what comes next and what you can expect as we move forward Thanks so much for entrusting me with your business I promise to be in touch again soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Documentation - Primary Contact -

Movement Mortgage

Hi Elizabeth Our team has been working diligently on your file and Im pleased to report that your mortgage has moved into the underwriting stage Iveput together a brief video that explains what happens during the underwriting stage Enjoy Please either click the image below or this hyperlink to see your video Underwriting Video

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Underwriting - Primary Contact -

Movement Mortgage

Hi Elizabeth Youll be pleased to know that things are moving along nicely in regards to your mortgage file At this stage in the process an independentthird party appraiser is called upon to help estimate the value of the subject property I have created a special video to explain the appraisalprocess To view your video please either click this hyperlink or the thumbnail image you see below Thanks again for your business Elizabeth Please do not hesitate to call or email any time if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Appraisal - Primary Contact -

Movement Mortgage

Hi Elizabeth Weve reached an important stage of the process Would you please take a moment to view a brief video I created on your behalf Here is alink to your video - or please click the image below Thank you Elizabeth Ill be in touch again shortly with further updates

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Conditional Approval - Primary Contact -

Movement Mortgage

Hi Elizabeth Im pleased to report more good news - we have received the Clear to Close in regards to your home loan Please take a few moments to view this video for insight into what happens next (and for a smile) Thanks again for allowing us theopportunity to serve you Elizabeth I hope weve exceeded your expectations thus far and look forward to hearing back from you

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Clear to Close - Primary Contact -

Movement Mortgage

Hi Elizabeth It has been our privilege to assist in the financing of your home On behalf of my entire team thank you for entrusting us with your business We have recorded a brief video to help celebrate the occasion You can view this video by clicking here Elizabeth would you please be on the lookout for a customer satisfaction survey in the near future Id be grateful if you would please be sureto share your honest feedback about our performance In the meantime please dont hesitate to call or email me anytime if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Purchase Congratulations - Primary Contact -

Movement Mortgage

Ken GraczakMovement MortgageMortgage ConsultantKenGraczakgmailcom

5-Year Postcard CampaignPost Close Follow Up CampaignHandbook Created September 19 2014

25 Events Timeline

Type Event Name Addressed To Timing Year

1JumboPostCard

Thank You Primary and Secondary Contact 1 Days Out

2 Email Referral Partner Satisfaction Survey Agent 1 Days Out

3 Email Client Satisfaction Survey Primary and Secondary Contact 1 Days Out

4 Stamper Address Stamper Primary and Secondary Contact 1 Days Out

5JumboPostCard

Settlement Statement Reminder Primary and Secondary Contact February 5 1

6JumboPostCard

4th of July (Old Car) Primary and Secondary Contact July 4 1

7First ClassPostCard

Primary Birthday(Cake) Primary Contact Borrower Birthday 1

8First ClassPostCard

Co-Birthday(Towels) Secondary Contact Co-Borrower Birthday 1

dagger SUB Happy Thanksgiving(Envelope) Primary and Secondary Contact Thanksgiving 1

9JumboPostCard

Mortgage Review(Newspaper) Primary and Secondary Contact Loan Closing Date 1

10JumboPostCard

4th of July (Fireworks) Primary and Secondary Contact July 4 2

11First ClassPostCard

Primary Birthday(Sign) Primary Contact Borrower Birthday 2

12First ClassPostCard

Co-Birthday(Fortune) Secondary Contact Co-Borrower Birthday 2

dagger SUB Happy Thanksgiving(Pie) Primary and Secondary Contact Thanksgiving 2

13JumboPostCard

Mortgage Review(Sticky) Primary and Secondary Contact Loan Closing Date 2

14JumboPostCard

4th of July (Jeans) Primary and Secondary Contact July 4 3

15First ClassPostCard

Primary Birthday(Cupcake) Primary Contact Borrower Birthday 3

16First ClassPostCard

Co-Birthday(Cake) Secondary Contact Co-Borrower Birthday 3

dagger SUB Happy Thanksgiving(Pumpkin) Primary and Secondary Contact Thanksgiving 3

17JumboPostCard

Mortgage Review (Boarding) Primary and Secondary Contact Loan Closing Date 3

18JumboPostCard

4th of July (Constitution) Primary and Secondary Contact July 4 4

19First ClassPostCard

Primary Birthday(Fortune) Primary Contact Borrower Birthday 4

20First ClassPostCard

Co-Birthday(Sign) Secondary Contact Co-Borrower Birthday 4

dagger SUB Happy Thanksgiving(Simple) Primary and Secondary Contact Thanksgiving 4

21JumboPostCard

Mortgage Review(Casino) Primary and Secondary Contact Loan Closing Date 4

22JumboPostCard

4th of July(Mat) Primary and Secondary Contact July 4 5

23First ClassPostCard

Primary Birthday(Towels) Primary Contact Borrower Birthday 5

First Class

Movement Mortgage5-Year Postcard Campaign - Post Close Follow Up Campaign

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 3: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Hi Elizabeth

Congratulations Together we have officially embarked on the mortgage process

Would you please take a few moments to watch this brief video It will explain what comes next and what you can expect as we move forward Thanks so much for entrusting me with your business I promise to be in touch again soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Documentation - Primary Contact -

Movement Mortgage

Hi Elizabeth Our team has been working diligently on your file and Im pleased to report that your mortgage has moved into the underwriting stage Iveput together a brief video that explains what happens during the underwriting stage Enjoy Please either click the image below or this hyperlink to see your video Underwriting Video

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Underwriting - Primary Contact -

Movement Mortgage

Hi Elizabeth Youll be pleased to know that things are moving along nicely in regards to your mortgage file At this stage in the process an independentthird party appraiser is called upon to help estimate the value of the subject property I have created a special video to explain the appraisalprocess To view your video please either click this hyperlink or the thumbnail image you see below Thanks again for your business Elizabeth Please do not hesitate to call or email any time if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Appraisal - Primary Contact -

Movement Mortgage

Hi Elizabeth Weve reached an important stage of the process Would you please take a moment to view a brief video I created on your behalf Here is alink to your video - or please click the image below Thank you Elizabeth Ill be in touch again shortly with further updates

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Conditional Approval - Primary Contact -

Movement Mortgage

Hi Elizabeth Im pleased to report more good news - we have received the Clear to Close in regards to your home loan Please take a few moments to view this video for insight into what happens next (and for a smile) Thanks again for allowing us theopportunity to serve you Elizabeth I hope weve exceeded your expectations thus far and look forward to hearing back from you

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Clear to Close - Primary Contact -

Movement Mortgage

Hi Elizabeth It has been our privilege to assist in the financing of your home On behalf of my entire team thank you for entrusting us with your business We have recorded a brief video to help celebrate the occasion You can view this video by clicking here Elizabeth would you please be on the lookout for a customer satisfaction survey in the near future Id be grateful if you would please be sureto share your honest feedback about our performance In the meantime please dont hesitate to call or email me anytime if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Purchase Congratulations - Primary Contact -

Movement Mortgage

Ken GraczakMovement MortgageMortgage ConsultantKenGraczakgmailcom

5-Year Postcard CampaignPost Close Follow Up CampaignHandbook Created September 19 2014

25 Events Timeline

Type Event Name Addressed To Timing Year

1JumboPostCard

Thank You Primary and Secondary Contact 1 Days Out

2 Email Referral Partner Satisfaction Survey Agent 1 Days Out

3 Email Client Satisfaction Survey Primary and Secondary Contact 1 Days Out

4 Stamper Address Stamper Primary and Secondary Contact 1 Days Out

5JumboPostCard

Settlement Statement Reminder Primary and Secondary Contact February 5 1

6JumboPostCard

4th of July (Old Car) Primary and Secondary Contact July 4 1

7First ClassPostCard

Primary Birthday(Cake) Primary Contact Borrower Birthday 1

8First ClassPostCard

Co-Birthday(Towels) Secondary Contact Co-Borrower Birthday 1

dagger SUB Happy Thanksgiving(Envelope) Primary and Secondary Contact Thanksgiving 1

9JumboPostCard

Mortgage Review(Newspaper) Primary and Secondary Contact Loan Closing Date 1

10JumboPostCard

4th of July (Fireworks) Primary and Secondary Contact July 4 2

11First ClassPostCard

Primary Birthday(Sign) Primary Contact Borrower Birthday 2

12First ClassPostCard

Co-Birthday(Fortune) Secondary Contact Co-Borrower Birthday 2

dagger SUB Happy Thanksgiving(Pie) Primary and Secondary Contact Thanksgiving 2

13JumboPostCard

Mortgage Review(Sticky) Primary and Secondary Contact Loan Closing Date 2

14JumboPostCard

4th of July (Jeans) Primary and Secondary Contact July 4 3

15First ClassPostCard

Primary Birthday(Cupcake) Primary Contact Borrower Birthday 3

16First ClassPostCard

Co-Birthday(Cake) Secondary Contact Co-Borrower Birthday 3

dagger SUB Happy Thanksgiving(Pumpkin) Primary and Secondary Contact Thanksgiving 3

17JumboPostCard

Mortgage Review (Boarding) Primary and Secondary Contact Loan Closing Date 3

18JumboPostCard

4th of July (Constitution) Primary and Secondary Contact July 4 4

19First ClassPostCard

Primary Birthday(Fortune) Primary Contact Borrower Birthday 4

20First ClassPostCard

Co-Birthday(Sign) Secondary Contact Co-Borrower Birthday 4

dagger SUB Happy Thanksgiving(Simple) Primary and Secondary Contact Thanksgiving 4

21JumboPostCard

Mortgage Review(Casino) Primary and Secondary Contact Loan Closing Date 4

22JumboPostCard

4th of July(Mat) Primary and Secondary Contact July 4 5

23First ClassPostCard

Primary Birthday(Towels) Primary Contact Borrower Birthday 5

First Class

Movement Mortgage5-Year Postcard Campaign - Post Close Follow Up Campaign

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 4: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Hi Elizabeth Our team has been working diligently on your file and Im pleased to report that your mortgage has moved into the underwriting stage Iveput together a brief video that explains what happens during the underwriting stage Enjoy Please either click the image below or this hyperlink to see your video Underwriting Video

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Underwriting - Primary Contact -

Movement Mortgage

Hi Elizabeth Youll be pleased to know that things are moving along nicely in regards to your mortgage file At this stage in the process an independentthird party appraiser is called upon to help estimate the value of the subject property I have created a special video to explain the appraisalprocess To view your video please either click this hyperlink or the thumbnail image you see below Thanks again for your business Elizabeth Please do not hesitate to call or email any time if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Appraisal - Primary Contact -

Movement Mortgage

Hi Elizabeth Weve reached an important stage of the process Would you please take a moment to view a brief video I created on your behalf Here is alink to your video - or please click the image below Thank you Elizabeth Ill be in touch again shortly with further updates

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Conditional Approval - Primary Contact -

Movement Mortgage

Hi Elizabeth Im pleased to report more good news - we have received the Clear to Close in regards to your home loan Please take a few moments to view this video for insight into what happens next (and for a smile) Thanks again for allowing us theopportunity to serve you Elizabeth I hope weve exceeded your expectations thus far and look forward to hearing back from you

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Clear to Close - Primary Contact -

Movement Mortgage

Hi Elizabeth It has been our privilege to assist in the financing of your home On behalf of my entire team thank you for entrusting us with your business We have recorded a brief video to help celebrate the occasion You can view this video by clicking here Elizabeth would you please be on the lookout for a customer satisfaction survey in the near future Id be grateful if you would please be sureto share your honest feedback about our performance In the meantime please dont hesitate to call or email me anytime if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Purchase Congratulations - Primary Contact -

Movement Mortgage

Ken GraczakMovement MortgageMortgage ConsultantKenGraczakgmailcom

5-Year Postcard CampaignPost Close Follow Up CampaignHandbook Created September 19 2014

25 Events Timeline

Type Event Name Addressed To Timing Year

1JumboPostCard

Thank You Primary and Secondary Contact 1 Days Out

2 Email Referral Partner Satisfaction Survey Agent 1 Days Out

3 Email Client Satisfaction Survey Primary and Secondary Contact 1 Days Out

4 Stamper Address Stamper Primary and Secondary Contact 1 Days Out

5JumboPostCard

Settlement Statement Reminder Primary and Secondary Contact February 5 1

6JumboPostCard

4th of July (Old Car) Primary and Secondary Contact July 4 1

7First ClassPostCard

Primary Birthday(Cake) Primary Contact Borrower Birthday 1

8First ClassPostCard

Co-Birthday(Towels) Secondary Contact Co-Borrower Birthday 1

dagger SUB Happy Thanksgiving(Envelope) Primary and Secondary Contact Thanksgiving 1

9JumboPostCard

Mortgage Review(Newspaper) Primary and Secondary Contact Loan Closing Date 1

10JumboPostCard

4th of July (Fireworks) Primary and Secondary Contact July 4 2

11First ClassPostCard

Primary Birthday(Sign) Primary Contact Borrower Birthday 2

12First ClassPostCard

Co-Birthday(Fortune) Secondary Contact Co-Borrower Birthday 2

dagger SUB Happy Thanksgiving(Pie) Primary and Secondary Contact Thanksgiving 2

13JumboPostCard

Mortgage Review(Sticky) Primary and Secondary Contact Loan Closing Date 2

14JumboPostCard

4th of July (Jeans) Primary and Secondary Contact July 4 3

15First ClassPostCard

Primary Birthday(Cupcake) Primary Contact Borrower Birthday 3

16First ClassPostCard

Co-Birthday(Cake) Secondary Contact Co-Borrower Birthday 3

dagger SUB Happy Thanksgiving(Pumpkin) Primary and Secondary Contact Thanksgiving 3

17JumboPostCard

Mortgage Review (Boarding) Primary and Secondary Contact Loan Closing Date 3

18JumboPostCard

4th of July (Constitution) Primary and Secondary Contact July 4 4

19First ClassPostCard

Primary Birthday(Fortune) Primary Contact Borrower Birthday 4

20First ClassPostCard

Co-Birthday(Sign) Secondary Contact Co-Borrower Birthday 4

dagger SUB Happy Thanksgiving(Simple) Primary and Secondary Contact Thanksgiving 4

21JumboPostCard

Mortgage Review(Casino) Primary and Secondary Contact Loan Closing Date 4

22JumboPostCard

4th of July(Mat) Primary and Secondary Contact July 4 5

23First ClassPostCard

Primary Birthday(Towels) Primary Contact Borrower Birthday 5

First Class

Movement Mortgage5-Year Postcard Campaign - Post Close Follow Up Campaign

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 5: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Hi Elizabeth Youll be pleased to know that things are moving along nicely in regards to your mortgage file At this stage in the process an independentthird party appraiser is called upon to help estimate the value of the subject property I have created a special video to explain the appraisalprocess To view your video please either click this hyperlink or the thumbnail image you see below Thanks again for your business Elizabeth Please do not hesitate to call or email any time if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Appraisal - Primary Contact -

Movement Mortgage

Hi Elizabeth Weve reached an important stage of the process Would you please take a moment to view a brief video I created on your behalf Here is alink to your video - or please click the image below Thank you Elizabeth Ill be in touch again shortly with further updates

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Conditional Approval - Primary Contact -

Movement Mortgage

Hi Elizabeth Im pleased to report more good news - we have received the Clear to Close in regards to your home loan Please take a few moments to view this video for insight into what happens next (and for a smile) Thanks again for allowing us theopportunity to serve you Elizabeth I hope weve exceeded your expectations thus far and look forward to hearing back from you

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Clear to Close - Primary Contact -

Movement Mortgage

Hi Elizabeth It has been our privilege to assist in the financing of your home On behalf of my entire team thank you for entrusting us with your business We have recorded a brief video to help celebrate the occasion You can view this video by clicking here Elizabeth would you please be on the lookout for a customer satisfaction survey in the near future Id be grateful if you would please be sureto share your honest feedback about our performance In the meantime please dont hesitate to call or email me anytime if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Purchase Congratulations - Primary Contact -

Movement Mortgage

Ken GraczakMovement MortgageMortgage ConsultantKenGraczakgmailcom

5-Year Postcard CampaignPost Close Follow Up CampaignHandbook Created September 19 2014

25 Events Timeline

Type Event Name Addressed To Timing Year

1JumboPostCard

Thank You Primary and Secondary Contact 1 Days Out

2 Email Referral Partner Satisfaction Survey Agent 1 Days Out

3 Email Client Satisfaction Survey Primary and Secondary Contact 1 Days Out

4 Stamper Address Stamper Primary and Secondary Contact 1 Days Out

5JumboPostCard

Settlement Statement Reminder Primary and Secondary Contact February 5 1

6JumboPostCard

4th of July (Old Car) Primary and Secondary Contact July 4 1

7First ClassPostCard

Primary Birthday(Cake) Primary Contact Borrower Birthday 1

8First ClassPostCard

Co-Birthday(Towels) Secondary Contact Co-Borrower Birthday 1

dagger SUB Happy Thanksgiving(Envelope) Primary and Secondary Contact Thanksgiving 1

9JumboPostCard

Mortgage Review(Newspaper) Primary and Secondary Contact Loan Closing Date 1

10JumboPostCard

4th of July (Fireworks) Primary and Secondary Contact July 4 2

11First ClassPostCard

Primary Birthday(Sign) Primary Contact Borrower Birthday 2

12First ClassPostCard

Co-Birthday(Fortune) Secondary Contact Co-Borrower Birthday 2

dagger SUB Happy Thanksgiving(Pie) Primary and Secondary Contact Thanksgiving 2

13JumboPostCard

Mortgage Review(Sticky) Primary and Secondary Contact Loan Closing Date 2

14JumboPostCard

4th of July (Jeans) Primary and Secondary Contact July 4 3

15First ClassPostCard

Primary Birthday(Cupcake) Primary Contact Borrower Birthday 3

16First ClassPostCard

Co-Birthday(Cake) Secondary Contact Co-Borrower Birthday 3

dagger SUB Happy Thanksgiving(Pumpkin) Primary and Secondary Contact Thanksgiving 3

17JumboPostCard

Mortgage Review (Boarding) Primary and Secondary Contact Loan Closing Date 3

18JumboPostCard

4th of July (Constitution) Primary and Secondary Contact July 4 4

19First ClassPostCard

Primary Birthday(Fortune) Primary Contact Borrower Birthday 4

20First ClassPostCard

Co-Birthday(Sign) Secondary Contact Co-Borrower Birthday 4

dagger SUB Happy Thanksgiving(Simple) Primary and Secondary Contact Thanksgiving 4

21JumboPostCard

Mortgage Review(Casino) Primary and Secondary Contact Loan Closing Date 4

22JumboPostCard

4th of July(Mat) Primary and Secondary Contact July 4 5

23First ClassPostCard

Primary Birthday(Towels) Primary Contact Borrower Birthday 5

First Class

Movement Mortgage5-Year Postcard Campaign - Post Close Follow Up Campaign

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

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Page 6: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Hi Elizabeth Weve reached an important stage of the process Would you please take a moment to view a brief video I created on your behalf Here is alink to your video - or please click the image below Thank you Elizabeth Ill be in touch again shortly with further updates

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Conditional Approval - Primary Contact -

Movement Mortgage

Hi Elizabeth Im pleased to report more good news - we have received the Clear to Close in regards to your home loan Please take a few moments to view this video for insight into what happens next (and for a smile) Thanks again for allowing us theopportunity to serve you Elizabeth I hope weve exceeded your expectations thus far and look forward to hearing back from you

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Clear to Close - Primary Contact -

Movement Mortgage

Hi Elizabeth It has been our privilege to assist in the financing of your home On behalf of my entire team thank you for entrusting us with your business We have recorded a brief video to help celebrate the occasion You can view this video by clicking here Elizabeth would you please be on the lookout for a customer satisfaction survey in the near future Id be grateful if you would please be sureto share your honest feedback about our performance In the meantime please dont hesitate to call or email me anytime if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Purchase Congratulations - Primary Contact -

Movement Mortgage

Ken GraczakMovement MortgageMortgage ConsultantKenGraczakgmailcom

5-Year Postcard CampaignPost Close Follow Up CampaignHandbook Created September 19 2014

25 Events Timeline

Type Event Name Addressed To Timing Year

1JumboPostCard

Thank You Primary and Secondary Contact 1 Days Out

2 Email Referral Partner Satisfaction Survey Agent 1 Days Out

3 Email Client Satisfaction Survey Primary and Secondary Contact 1 Days Out

4 Stamper Address Stamper Primary and Secondary Contact 1 Days Out

5JumboPostCard

Settlement Statement Reminder Primary and Secondary Contact February 5 1

6JumboPostCard

4th of July (Old Car) Primary and Secondary Contact July 4 1

7First ClassPostCard

Primary Birthday(Cake) Primary Contact Borrower Birthday 1

8First ClassPostCard

Co-Birthday(Towels) Secondary Contact Co-Borrower Birthday 1

dagger SUB Happy Thanksgiving(Envelope) Primary and Secondary Contact Thanksgiving 1

9JumboPostCard

Mortgage Review(Newspaper) Primary and Secondary Contact Loan Closing Date 1

10JumboPostCard

4th of July (Fireworks) Primary and Secondary Contact July 4 2

11First ClassPostCard

Primary Birthday(Sign) Primary Contact Borrower Birthday 2

12First ClassPostCard

Co-Birthday(Fortune) Secondary Contact Co-Borrower Birthday 2

dagger SUB Happy Thanksgiving(Pie) Primary and Secondary Contact Thanksgiving 2

13JumboPostCard

Mortgage Review(Sticky) Primary and Secondary Contact Loan Closing Date 2

14JumboPostCard

4th of July (Jeans) Primary and Secondary Contact July 4 3

15First ClassPostCard

Primary Birthday(Cupcake) Primary Contact Borrower Birthday 3

16First ClassPostCard

Co-Birthday(Cake) Secondary Contact Co-Borrower Birthday 3

dagger SUB Happy Thanksgiving(Pumpkin) Primary and Secondary Contact Thanksgiving 3

17JumboPostCard

Mortgage Review (Boarding) Primary and Secondary Contact Loan Closing Date 3

18JumboPostCard

4th of July (Constitution) Primary and Secondary Contact July 4 4

19First ClassPostCard

Primary Birthday(Fortune) Primary Contact Borrower Birthday 4

20First ClassPostCard

Co-Birthday(Sign) Secondary Contact Co-Borrower Birthday 4

dagger SUB Happy Thanksgiving(Simple) Primary and Secondary Contact Thanksgiving 4

21JumboPostCard

Mortgage Review(Casino) Primary and Secondary Contact Loan Closing Date 4

22JumboPostCard

4th of July(Mat) Primary and Secondary Contact July 4 5

23First ClassPostCard

Primary Birthday(Towels) Primary Contact Borrower Birthday 5

First Class

Movement Mortgage5-Year Postcard Campaign - Post Close Follow Up Campaign

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 7: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Hi Elizabeth Im pleased to report more good news - we have received the Clear to Close in regards to your home loan Please take a few moments to view this video for insight into what happens next (and for a smile) Thanks again for allowing us theopportunity to serve you Elizabeth I hope weve exceeded your expectations thus far and look forward to hearing back from you

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Clear to Close - Primary Contact -

Movement Mortgage

Hi Elizabeth It has been our privilege to assist in the financing of your home On behalf of my entire team thank you for entrusting us with your business We have recorded a brief video to help celebrate the occasion You can view this video by clicking here Elizabeth would you please be on the lookout for a customer satisfaction survey in the near future Id be grateful if you would please be sureto share your honest feedback about our performance In the meantime please dont hesitate to call or email me anytime if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Purchase Congratulations - Primary Contact -

Movement Mortgage

Ken GraczakMovement MortgageMortgage ConsultantKenGraczakgmailcom

5-Year Postcard CampaignPost Close Follow Up CampaignHandbook Created September 19 2014

25 Events Timeline

Type Event Name Addressed To Timing Year

1JumboPostCard

Thank You Primary and Secondary Contact 1 Days Out

2 Email Referral Partner Satisfaction Survey Agent 1 Days Out

3 Email Client Satisfaction Survey Primary and Secondary Contact 1 Days Out

4 Stamper Address Stamper Primary and Secondary Contact 1 Days Out

5JumboPostCard

Settlement Statement Reminder Primary and Secondary Contact February 5 1

6JumboPostCard

4th of July (Old Car) Primary and Secondary Contact July 4 1

7First ClassPostCard

Primary Birthday(Cake) Primary Contact Borrower Birthday 1

8First ClassPostCard

Co-Birthday(Towels) Secondary Contact Co-Borrower Birthday 1

dagger SUB Happy Thanksgiving(Envelope) Primary and Secondary Contact Thanksgiving 1

9JumboPostCard

Mortgage Review(Newspaper) Primary and Secondary Contact Loan Closing Date 1

10JumboPostCard

4th of July (Fireworks) Primary and Secondary Contact July 4 2

11First ClassPostCard

Primary Birthday(Sign) Primary Contact Borrower Birthday 2

12First ClassPostCard

Co-Birthday(Fortune) Secondary Contact Co-Borrower Birthday 2

dagger SUB Happy Thanksgiving(Pie) Primary and Secondary Contact Thanksgiving 2

13JumboPostCard

Mortgage Review(Sticky) Primary and Secondary Contact Loan Closing Date 2

14JumboPostCard

4th of July (Jeans) Primary and Secondary Contact July 4 3

15First ClassPostCard

Primary Birthday(Cupcake) Primary Contact Borrower Birthday 3

16First ClassPostCard

Co-Birthday(Cake) Secondary Contact Co-Borrower Birthday 3

dagger SUB Happy Thanksgiving(Pumpkin) Primary and Secondary Contact Thanksgiving 3

17JumboPostCard

Mortgage Review (Boarding) Primary and Secondary Contact Loan Closing Date 3

18JumboPostCard

4th of July (Constitution) Primary and Secondary Contact July 4 4

19First ClassPostCard

Primary Birthday(Fortune) Primary Contact Borrower Birthday 4

20First ClassPostCard

Co-Birthday(Sign) Secondary Contact Co-Borrower Birthday 4

dagger SUB Happy Thanksgiving(Simple) Primary and Secondary Contact Thanksgiving 4

21JumboPostCard

Mortgage Review(Casino) Primary and Secondary Contact Loan Closing Date 4

22JumboPostCard

4th of July(Mat) Primary and Secondary Contact July 4 5

23First ClassPostCard

Primary Birthday(Towels) Primary Contact Borrower Birthday 5

First Class

Movement Mortgage5-Year Postcard Campaign - Post Close Follow Up Campaign

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 8: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Hi Elizabeth It has been our privilege to assist in the financing of your home On behalf of my entire team thank you for entrusting us with your business We have recorded a brief video to help celebrate the occasion You can view this video by clicking here Elizabeth would you please be on the lookout for a customer satisfaction survey in the near future Id be grateful if you would please be sureto share your honest feedback about our performance In the meantime please dont hesitate to call or email me anytime if I can be of service

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

Purchase In-Process Crm - In-Process CampaignIn Process Video-Purchase Congratulations - Primary Contact -

Movement Mortgage

Ken GraczakMovement MortgageMortgage ConsultantKenGraczakgmailcom

5-Year Postcard CampaignPost Close Follow Up CampaignHandbook Created September 19 2014

25 Events Timeline

Type Event Name Addressed To Timing Year

1JumboPostCard

Thank You Primary and Secondary Contact 1 Days Out

2 Email Referral Partner Satisfaction Survey Agent 1 Days Out

3 Email Client Satisfaction Survey Primary and Secondary Contact 1 Days Out

4 Stamper Address Stamper Primary and Secondary Contact 1 Days Out

5JumboPostCard

Settlement Statement Reminder Primary and Secondary Contact February 5 1

6JumboPostCard

4th of July (Old Car) Primary and Secondary Contact July 4 1

7First ClassPostCard

Primary Birthday(Cake) Primary Contact Borrower Birthday 1

8First ClassPostCard

Co-Birthday(Towels) Secondary Contact Co-Borrower Birthday 1

dagger SUB Happy Thanksgiving(Envelope) Primary and Secondary Contact Thanksgiving 1

9JumboPostCard

Mortgage Review(Newspaper) Primary and Secondary Contact Loan Closing Date 1

10JumboPostCard

4th of July (Fireworks) Primary and Secondary Contact July 4 2

11First ClassPostCard

Primary Birthday(Sign) Primary Contact Borrower Birthday 2

12First ClassPostCard

Co-Birthday(Fortune) Secondary Contact Co-Borrower Birthday 2

dagger SUB Happy Thanksgiving(Pie) Primary and Secondary Contact Thanksgiving 2

13JumboPostCard

Mortgage Review(Sticky) Primary and Secondary Contact Loan Closing Date 2

14JumboPostCard

4th of July (Jeans) Primary and Secondary Contact July 4 3

15First ClassPostCard

Primary Birthday(Cupcake) Primary Contact Borrower Birthday 3

16First ClassPostCard

Co-Birthday(Cake) Secondary Contact Co-Borrower Birthday 3

dagger SUB Happy Thanksgiving(Pumpkin) Primary and Secondary Contact Thanksgiving 3

17JumboPostCard

Mortgage Review (Boarding) Primary and Secondary Contact Loan Closing Date 3

18JumboPostCard

4th of July (Constitution) Primary and Secondary Contact July 4 4

19First ClassPostCard

Primary Birthday(Fortune) Primary Contact Borrower Birthday 4

20First ClassPostCard

Co-Birthday(Sign) Secondary Contact Co-Borrower Birthday 4

dagger SUB Happy Thanksgiving(Simple) Primary and Secondary Contact Thanksgiving 4

21JumboPostCard

Mortgage Review(Casino) Primary and Secondary Contact Loan Closing Date 4

22JumboPostCard

4th of July(Mat) Primary and Secondary Contact July 4 5

23First ClassPostCard

Primary Birthday(Towels) Primary Contact Borrower Birthday 5

First Class

Movement Mortgage5-Year Postcard Campaign - Post Close Follow Up Campaign

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 9: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Ken GraczakMovement MortgageMortgage ConsultantKenGraczakgmailcom

5-Year Postcard CampaignPost Close Follow Up CampaignHandbook Created September 19 2014

25 Events Timeline

Type Event Name Addressed To Timing Year

1JumboPostCard

Thank You Primary and Secondary Contact 1 Days Out

2 Email Referral Partner Satisfaction Survey Agent 1 Days Out

3 Email Client Satisfaction Survey Primary and Secondary Contact 1 Days Out

4 Stamper Address Stamper Primary and Secondary Contact 1 Days Out

5JumboPostCard

Settlement Statement Reminder Primary and Secondary Contact February 5 1

6JumboPostCard

4th of July (Old Car) Primary and Secondary Contact July 4 1

7First ClassPostCard

Primary Birthday(Cake) Primary Contact Borrower Birthday 1

8First ClassPostCard

Co-Birthday(Towels) Secondary Contact Co-Borrower Birthday 1

dagger SUB Happy Thanksgiving(Envelope) Primary and Secondary Contact Thanksgiving 1

9JumboPostCard

Mortgage Review(Newspaper) Primary and Secondary Contact Loan Closing Date 1

10JumboPostCard

4th of July (Fireworks) Primary and Secondary Contact July 4 2

11First ClassPostCard

Primary Birthday(Sign) Primary Contact Borrower Birthday 2

12First ClassPostCard

Co-Birthday(Fortune) Secondary Contact Co-Borrower Birthday 2

dagger SUB Happy Thanksgiving(Pie) Primary and Secondary Contact Thanksgiving 2

13JumboPostCard

Mortgage Review(Sticky) Primary and Secondary Contact Loan Closing Date 2

14JumboPostCard

4th of July (Jeans) Primary and Secondary Contact July 4 3

15First ClassPostCard

Primary Birthday(Cupcake) Primary Contact Borrower Birthday 3

16First ClassPostCard

Co-Birthday(Cake) Secondary Contact Co-Borrower Birthday 3

dagger SUB Happy Thanksgiving(Pumpkin) Primary and Secondary Contact Thanksgiving 3

17JumboPostCard

Mortgage Review (Boarding) Primary and Secondary Contact Loan Closing Date 3

18JumboPostCard

4th of July (Constitution) Primary and Secondary Contact July 4 4

19First ClassPostCard

Primary Birthday(Fortune) Primary Contact Borrower Birthday 4

20First ClassPostCard

Co-Birthday(Sign) Secondary Contact Co-Borrower Birthday 4

dagger SUB Happy Thanksgiving(Simple) Primary and Secondary Contact Thanksgiving 4

21JumboPostCard

Mortgage Review(Casino) Primary and Secondary Contact Loan Closing Date 4

22JumboPostCard

4th of July(Mat) Primary and Secondary Contact July 4 5

23First ClassPostCard

Primary Birthday(Towels) Primary Contact Borrower Birthday 5

First Class

Movement Mortgage5-Year Postcard Campaign - Post Close Follow Up Campaign

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 10: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

25 Events Timeline

Type Event Name Addressed To Timing Year

1JumboPostCard

Thank You Primary and Secondary Contact 1 Days Out

2 Email Referral Partner Satisfaction Survey Agent 1 Days Out

3 Email Client Satisfaction Survey Primary and Secondary Contact 1 Days Out

4 Stamper Address Stamper Primary and Secondary Contact 1 Days Out

5JumboPostCard

Settlement Statement Reminder Primary and Secondary Contact February 5 1

6JumboPostCard

4th of July (Old Car) Primary and Secondary Contact July 4 1

7First ClassPostCard

Primary Birthday(Cake) Primary Contact Borrower Birthday 1

8First ClassPostCard

Co-Birthday(Towels) Secondary Contact Co-Borrower Birthday 1

dagger SUB Happy Thanksgiving(Envelope) Primary and Secondary Contact Thanksgiving 1

9JumboPostCard

Mortgage Review(Newspaper) Primary and Secondary Contact Loan Closing Date 1

10JumboPostCard

4th of July (Fireworks) Primary and Secondary Contact July 4 2

11First ClassPostCard

Primary Birthday(Sign) Primary Contact Borrower Birthday 2

12First ClassPostCard

Co-Birthday(Fortune) Secondary Contact Co-Borrower Birthday 2

dagger SUB Happy Thanksgiving(Pie) Primary and Secondary Contact Thanksgiving 2

13JumboPostCard

Mortgage Review(Sticky) Primary and Secondary Contact Loan Closing Date 2

14JumboPostCard

4th of July (Jeans) Primary and Secondary Contact July 4 3

15First ClassPostCard

Primary Birthday(Cupcake) Primary Contact Borrower Birthday 3

16First ClassPostCard

Co-Birthday(Cake) Secondary Contact Co-Borrower Birthday 3

dagger SUB Happy Thanksgiving(Pumpkin) Primary and Secondary Contact Thanksgiving 3

17JumboPostCard

Mortgage Review (Boarding) Primary and Secondary Contact Loan Closing Date 3

18JumboPostCard

4th of July (Constitution) Primary and Secondary Contact July 4 4

19First ClassPostCard

Primary Birthday(Fortune) Primary Contact Borrower Birthday 4

20First ClassPostCard

Co-Birthday(Sign) Secondary Contact Co-Borrower Birthday 4

dagger SUB Happy Thanksgiving(Simple) Primary and Secondary Contact Thanksgiving 4

21JumboPostCard

Mortgage Review(Casino) Primary and Secondary Contact Loan Closing Date 4

22JumboPostCard

4th of July(Mat) Primary and Secondary Contact July 4 5

23First ClassPostCard

Primary Birthday(Towels) Primary Contact Borrower Birthday 5

First Class

Movement Mortgage5-Year Postcard Campaign - Post Close Follow Up Campaign

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 11: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

24First ClassPostCard

Co-Birthday(Cupcake) Secondary Contact Co-Borrower Birthday 5

dagger SUB Happy Thanksgiving(Leaves) Primary and Secondary Contact Thanksgiving 5

25JumboPostCard

Mortgage Review(To-Do) Primary and Secondary Contact Loan Closing Date 5

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 12: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 13: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignThank You - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I just wanted to take a moment to thank you for your business Itwas a privilege to arrange the financing for your home My goal isto earn your trust as your loan consultant for life So pleaseremember that I am here whenever you your family and friendsneed financial advice Best wishes for many years to come

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 14: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Elizabeth Im truly grateful for the opportunity to team up with you on the recent transaction we closed for Elizabeth Williams I sincerely hope youenjoyed working with me and my teammates at Movement Mortgage My goal is to always provide 100 satisfaction to both my clients and my referral partners In that spirit would you mind clicking the linkbelow to share your candid feedback on our recent transaction There are only a few short questions so it should only take a minute or two [$SURVEY How did we do204$] Also I have great news to share with you I have implemented a long-term customer care program on our behalf Elizabeth will receive a seriesof postal correspondences designed to educate inform and deepen the relationship If you dont mind Ive taken the liberty to add your nameand contact information to these correspondences It truly was a team effort and I want to make sure our client knows that were here andready to serve again when the need arises Please be on the lookout for updates from me regarding these correspondences - and if youdprefer I leave your name and contact information off please reply to this email right away and Ill take care of that Thanks again for entrusting me with your business Elizabeth Im looking forward to working with you again - hopefully very soon

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignReferral Partner Satisfaction Survey - Agent - 1 Days Out

Movement Mortgage

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 15: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Elizabeth My goal is always to achieve 100 customer satisfaction In that spirit would you please take a few moments to comment on your experiencewith our company Your feedback will be instrumental in helping us learn how we can continue to take the very best care of our customers Please click the link below to fill out my online survey Thanks in advance for your consideration [$SURVEY Post Close Survey100$] Please feel free to contact me anytime if I can be of assistance

Sincerely

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

This email was sent as part of my effort to maintain our relationship and keep you well informed of market conditions It could be interpreted as a commercial message If you would like to stop receiving these emails you may click hereto unsubscribe at any timeMov ement Mortgage - 11995 Singletree Lane 225 Eden Prairie MN 55344

5-Year Postcard Campaign - Post Close Follow Up CampaignClient Satisfaction Survey - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 16: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

5-Year Postcard Campaign - Post Close Follow Up CampaignAddress Stamper - Primary and Secondary Contact - 1 Days Out

Movement Mortgage

Ken Graczak(612) 516-5626

KenGraczakgmailcomwwwKenGraczakcom

NMLS 184394 (Ken Graczak)

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 17: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 18: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignSettlement Statement Reminder - Primary and Secondary Contact - February 5 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I imagine that you are beginning to prepare for what undoubtedly (next to submitting mortgagepaperwork) is one of Americas favorite activities ndash fi l ing for your taxes Each year thecompany who owns your loan will send you a statement that summarizes the amount ofmortgage interest you paid in the previous year This statement may or may not includepotential tax deductible items relating to your mortgage I advise you to give a copy of bothyour settlement statement from the closing of your loan and your mortgage interest statementto your tax advisor Should you need another copy of your settlement statement please donrsquothesitate to contact me Il l be sure to get you another copy Its the least I can do in return foryour loyal business

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 19: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 20: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Old Car) - Primary and Secondary Contact - July 4 Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan This 4th of July I am proud to feature a classic symbol of howunique and great our country truly is May you and your familyenjoy a safe and wonderful Independence Day 5-DIGIT 55344

El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 21: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 22: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cake) - Primary Contact - Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Birthdays are natures way of tell ing us toeat more cake Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 23: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 24: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Towels) - Secondary Contact - Co-Borrower Birthday Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Today is your day Jonathan

Happy birthday from all of us atMovement Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 25: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 26: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Envelope) - Primary and Secondary Contact - Thanksgiving Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan During this Thanksgiving Season I am taking the opportunity toreflect on the past year I would like to thank you for allowing me toassist you in securing your home financing It has been a pleasureto serve you If I can ever be of service to your family and friends Iwould be honored to speak with them

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 27: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 28: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Newspaper) - Primary and Secondary Contact - Loan Closing Date Year 1

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Im always sleuthing to make sure my valued clients are in the rightmortgage for todays market Please call me at your earliestopportunity so we can analyze your situation You can reach me at(612) 516-5626 I look forward to talking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
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  • Website - Top of Mindpdf
  • CRMpdf
Page 29: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 30: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Fireworks) - Primary and Secondary Contact - July 4 Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Elizabeth and Jonathan

May you and your loved onesLight up the sky

In all our nations gloryThis Fourth of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 31: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 32: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Sign) - Primary Contact - Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Happy Birthday I hope the coming yearbrings you much health and joy

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 33: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 34: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Fortune) - Secondary Contact - Co-Borrower Birthday Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Fortune-ately its time to celebrate yourbirthday I hope all your wishes come true

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 35: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 36: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pie) - Primary and Secondary Contact - Thanksgiving Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan At this time of Thanksgiving we take pleasure in setting aside our regularwork and sending our sincere gratitude to our best friends and customersThe past year has been good to us and without your trust and supportour business would not be possible From all of us at MovementMortgage may your holiday season be filled with joy and the coming yearbring you the best life has to offer

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 37: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 38: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Sticky) - Primary and Secondary Contact - Loan Closing Date Year 2

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Whatever you do please dont forget to put our Annual MortgageReview on this weeks to-do list The five minutes we spend couldhelp you avoid a sticky situation as mortgage rates fluctuate Myphone number is (612) 516-5626 Thanks again for your loyalbusiness

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 39: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 40: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Jeans) - Primary and Secondary Contact - July 4 Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan May the sun in his course visit no land more free more happymore lovely than this our own country ~ Daniel Webster

Happy 4th of July

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 41: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 42: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Cupcake) - Primary Contact - Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

I just wanted to let you know I am thinkingof you on your birthday Have a wonderful

day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 43: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 44: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cake) - Secondary Contact - Co-Borrower Birthday Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday May the coming year befil led with happiness for you and yours

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 45: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 46: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Pumpkin) - Primary and Secondary Contact - Thanksgiving Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Of all the holidays we celebrate throughout the year Thanksgiving stands outas one of my favorites It allows me the opportunity to reflect on all the things Ihave whereas most other times of the year Im working hard in order to bestserve my clients So I wanted to slow down for a moment and take thisopportunity to thank you for your business May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 47: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 48: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review (Boarding) - Primary and Secondary Contact - Loan Closing Date Year 3

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Will mortgage rates take off this coming year And what would thismean for your current mortgage Id like to spend five minutes withyou to make sure weve got you in the right loan Would you pleasegive me a call at (612) 516-5626

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 49: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 50: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July (Constitution) - Primary and Secondary Contact - July 4 Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Those who expect to reap the blessings of freedom must likemen undergo the fatigue of supporting it ~Thomas Paine Happy Independence Day from all of us at Movement Mortgage

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 51: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 52: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Fortune) - Primary Contact - Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Fortune-ately its time again to celebrateyour birthday I hope all your wishes come

true Happy Birthday

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 53: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 54: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Sign) - Secondary Contact - Co-Borrower Birthday Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Today is your dayHappy birthday from all of us at Movement

Mortgage

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 55: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 56: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Simple) - Primary and Secondary Contact - Thanksgiving Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Happy Thanksgiving to you and your loved ones My professional success depends largely on the trust and confidence shown inme by my clients and I appreciate the fact that you have allowed me to serveas your mortgage professional for life Please feel free to pass my name alongif I can ever be of service to your friends or family

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 57: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 58: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(Casino) - Primary and Secondary Contact - Loan Closing Date Year 4

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan With me watching over your mortgage theres never any need togamble on your rate or payment Please call me today so we candetermine whats in store for your scenario over the next 12months Im looking forward to hearing from you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 59: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 60: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign4th of July(Mat) - Primary and Secondary Contact - July 4 Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan I think the front of this card says it bestMay your 4th of July holiday be the greatest ever

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 61: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 62: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignPrimary Birthday(Towels) - Primary Contact - Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Elizabeth

Lots of people are thinking of you on yourbirthday I just wanted to let you know Im

one of them Have a wonderful day

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 63: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 64: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignCo-Birthday(Cupcake) - Secondary Contact - Co-Borrower Birthday Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Dear Jonathan

Happy Birthday I hope the coming yearbrings you much health joy and prosperity

(and lots of presents)

5-DIGIT 55344

El i zabeth andJonathan Wi l l iams

1234 Nice HappyStreet

Eden Pra i rie MN55344

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 65: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 66: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up Campaign SUB - Happy Thanksgiving(Leaves) - Primary and Secondary Contact - Thanksgiving Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Thanksgiving is a time where I reflect on all the things I have whereas mostother times of the year I am busy working to secure financing for myclients So I wanted to take this opportunity to thank you for yourbusiness and referrals I appreciate the fact that you have allowed me toserve as your mortgage professional May you and yours enjoy a happyand safe holiday season

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 67: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Cover

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 68: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

Inside

5-Year Postcard Campaign - Post Close Follow Up CampaignMortgage Review(To-Do) - Primary and Secondary Contact - Loan Closing Date Year 5

Movement Mortgage

STANDARDUS POSTAGE PAID

MAILED FROM ZIP CODE 30339 PERMIT NO 123

Ken GraczakMovement MortgageMortgage ConsultantNMLS 184394 (Ken Graczak)(612) 516-5626KenGraczakgmailcomwwwKenGraczakcom

Movement Mortgage 11995 Singletree Lane 225 Eden Prairie MN 55344

Dear Elizabeth and Jonathan Its time to make sure weve got you in the right loan for todaysmarket Would you please add a quick phone call to your to-do listfor this coming week My phone number is (612) 516-5626 Imlooking forward to speaking with you

5-DIGIT 55344El i zabeth and Jonathan Wi l l iams1234 Nice Happy StreetEden Pra i rie MN 55344

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 69: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

httpmortgageinminneapoliscom

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf
Page 70: Purchase In-Process CRMs3.amazonaws.com/bbemail/PROD/ulib/waubme/docs/e0e... · KenGraczak@gmail.com Purchase In-Process CRM In-Process Campaign Handbook Created: September 19, 2014.

CRM alerts me for birthdays anniversaries and if clients set up on a campaign

  • During Processpdf
  • After Processpdf
  • Website - Top of Mindpdf
  • CRMpdf