06/15/2026
Here is the exact 14-day follow-up sequence we build for every mortgage agent and loan officer client at Amplify Leads.
This is the framework that turns a cold form submission into a booked appointment — without a single manual follow-up.
Day 0, minute 1 — Lead submits form
→ Automated SMS within 60 seconds confirming receipt
→ Personalized email within 5 minutes setting expectations
Day 1 — Value-first email
No pitch. Just useful information relevant to their situation — first-time buyer guidance, refinance considerations, whatever matches the ad they clicked on.
Day 2 — Casual check-in SMS
Short and low pressure. A simple message checking if they saw the previous note and offering to answer quick questions.
Day 4 — Proof email
A real result, a real number, a real outcome. Builds trust without asking for anything in return.
Day 6 — Scheduling SMS
Direct but low pressure. A specific time offered to remove the friction of them figuring out scheduling themselves.
Day 8 — Objection-handling content
An educational piece addressing the most common hesitation in their situation — before it becomes a reason not to book.
Day 11 — Value email plus soft urgency
A timely, relevant reason to act now — a rate update, a market shift, something real and specific to their situation.
Day 14 — Final SMS
Direct, warm, and clear. One last invitation with an easy link, noting this is the final message in the sequence.
14 days. 8 touchpoints. Zero manual effort once it is built.
This single sequence is responsible for converting leads that would have gone cold within 48 hours under a manual follow-up process.
At Amplify Leads we build, launch, and manage this entire sequence for mortgage agents across Canada and loan officers across the US.
Book a free strategy call and we will map this sequence out for your specific market and offer.
📅 Book a free 30-min strategy call:
https://calendly.com/amplifyanthony/30min
📧 [email protected]
📞 647-696-3903
🌐 www.amplifyleads.ca