Broker nurture
- The friction
- One email to every broker, no way to tell interested brokers from inactive ones.
- The system
- Monthly sends with separate follow-up paths for brokers who open and brokers who click, plus AE alerts.
- Tools
- ActiveCampaignCRM alerts
- What the client owns
- Sequences, segments and alert rules in the lender's own account
Open rate across 21,275 broker nurture emails in 2026, with a 5.2% click rate
Measured in ActiveCampaign, Jan 1 to Oct 9, 2026. Mailchimp Business and Finance average: 31.4% open, 2.8% click.


