Vybe Lending — Campaign Review
Overview
Two campaigns. One goal.
Campaign 1 runs until a meeting is scheduled — then it stops and Campaign 2 fires automatically. Campaign 2 runs until the broker is approved or a loan comes in. Everything after that is Jordan's relationship to manage manually.

Full sequence at a glance

Campaign 1
6 emails · 15 days
→
Meeting scheduled
→
Campaign 2 · Activation
Weeks 1–6
→
Continuation
Weeks 7–12
→
Maintenance
Week 13+
→
✕ Hard stop
Campaign 1

Get the Meeting

6 emails over 15 days. Continuous — no manual trigger between phases. Stops the moment a meeting is scheduled.

Campaign 2

Get the Broker Approved

Fires on meeting scheduled. Runs through activation, continuation, and maintenance until broker approval or first loan in.

Deployment status

✓ Ready now

Campaign 1 — all 6 emails
Campaign 2 — weeks 1–6
Campaign 2 — weeks 7–12

⚑ Needs team work

Maintenance — Jordan rewrites all formats
Market pulse — Jordan writes fresh weekly
Week 4 email — manual send only

✕ Before going live

CRM stop rules must be configured first
Meeting trigger must connect C1 → C2
Critical — configure before launch
Automation Stop Rules
These three triggers must be set up in the CRM before any campaign goes live. Automated emails reaching an active partner or approved broker damage the relationship Vybe just earned.
1
Hard stop — broker gets approved

All Campaign 2 automation stops immediately

The moment a broker completes LoanScape approval, every scheduled Campaign 2 email stops. Jordan takes over manually.

  • Trigger: broker approval status → "Approved" in LoanScape
  • Action: remove from all active Campaign 2 sequences
  • Action: notify Jordan to begin personal outreach
  • Action: do not re-enroll in any automated sequence
2
Hard stop — first loan submitted

All automation stops, period

Once a partner submits their first loan they are an active client, not a prospect. All sequences end. Jordan manages the relationship entirely by hand.

  • Trigger: first loan submission logged in system
  • Action: remove from all active sequences immediately
  • Action: flag account as "Active Partner" in CRM
  • Action: notify Jordan — do not re-enroll under any circumstance
3
Soft stop — LO opts out or says no

Stop all contact and flag as do not contact

If an LO opts out or explicitly says no, stop immediately and flag the contact so they are never re-added to a future sequence.

  • Trigger: unsubscribe link clicked or "not interested" reply received
  • Action: remove from all sequences immediately
  • Action: flag as "Do Not Contact" in CRM — permanent
Campaign 1
Get the Meeting
One continuous sequence — no manual trigger between the intro and follow-up phases. Runs until a meeting is scheduled, at which point it stops automatically and Campaign 2 fires. If the sequence ends with no meeting, the contact moves to long-term hold.
500 new LOs / Monday 6 emails · 15 days Sender: appointment setter Stops on: meeting scheduled Goal: book a meeting with Jordan
Intro phase · Days 1–5
D1
Day 1 — Email
Subject
The deals you've had to turn down
↓
Subject line
Body
D2
Day 2 — No contact
Give the email room to land.
D3
Day 3 — Email
Subject
A few things brokers tell us they're tired of
↓
Subject line
Body
D4
Day 4 — No contact
No outreach.
D5
Day 5 — Email
Subject
One specific thing worth knowing about
↓
Subject line
Body
Follow-up phase · Days 6–15
D6
Day 6 — Email
Subject
Still here if the timing's better
↓
Subject line
Body
D7
Day 7 — No contact
No outreach.
D8
Day 8 — No contact
No outreach.
D9
Day 9 — Email
Subject
Direct question
↓
Subject line
Body
D10
Day 10 — Planned break
Let the prospect breathe.
D11
Day 11 — Planned break
No outreach.
D12
Day 12 — No contact
No outreach.
D13
Day 13 — No contact
No outreach.
D14
Day 14 — Final Email
Subject
Last one from me
↓
Subject line
Body
D15
Day 15 — Sequence ends
No meeting scheduled → contact moves to long-term hold. Meeting scheduled → Campaign 2 fires automatically.
Campaign 2 · Weeks 1–6
Activation
Fires automatically when a meeting is scheduled. One email every Monday for six weeks, sent by Jordan. Single focus: get the broker of record to complete the LoanScape approval so the LO can submit a loan.
Triggered by: meeting scheduled 1 email / Monday · 6 weeks Sender: Jordan Melin Stops on: broker approved or loan submitted
✕ Hard stop — broker approval or first loan

The moment either trigger fires, all automation stops and Jordan manages the relationship manually. See stop rules page.

W1
Week 1 — Monday Email
Subject
Getting you set up — one quick step
↓
Subject line
Body
W2
Week 2 — Monday Email
Subject
The file that usually opens the door
↓
Subject line
Body
W3
Week 3 — Monday Email
Subject
What to do when a deal falls out late
↓
Subject line
Body
W4
Week 4 — Monday Email ⚑ Manual send only
Subject
Honest question
↓
Subject line
Body
⚑ Do not automate

Jordan sends this individually only where silence has been unexplained. Sending it to every LO at week 4 risks reading as passive-aggressive to contacts who are simply busy.

W5
Week 5 — Monday Email
Subject
For your investor clients specifically
↓
Subject line
Body
W6
Week 6 — Monday Email
Subject
What your current lender probably can't do
↓
Subject line
Body
Campaign 2 · Weeks 7–12
Continuation
Six more Monday emails for LOs who have been in the sequence for six weeks and still haven't moved forward. Tone shifts — more direct about the cost of waiting, more willing to remove obstacles for them.
Continues from week 6 1 email / Monday · weeks 7–12 Sender: Jordan Melin Stops on: broker approved or loan submitted
✕ Hard stop still active

Broker approval or first loan submitted ends the sequence immediately.

W7
Week 7 — Monday Email
Subject
Not asking you to replace anyone
↓
Subject line
Body
W8
Week 8 — Monday Email
Subject
The cost of not being set up
↓
Subject line
Body
W9
Week 9 — Monday Email
Subject
Bring me your hardest income scenario
↓
Subject line
Body
W10
Week 10 — Monday Email
Subject
The deal that saves the referral
↓
Subject line
Body
W11
Week 11 — Monday Email
Subject
I'll make the call to your broker
↓
Subject line
Body
W12
Week 12 — Monday Email
Subject
Give me 20 minutes and your pipeline
↓
Subject line
Body
Campaign 2 · Week 13+
Maintenance
Kicks in after week 12. A 4-week rotation that repeats indefinitely. These LOs know who Vybe is — the goal is staying top of mind until the right deal appears. Jordan writes all of these personally. The formats below are guides, not finished copy.
Starts: week 13 4-week rotation · repeating Sender: Jordan — personal, not automated Stops on: broker approved or loan submitted
⚑ Jordan rewrites all formats in his own voice before sending

An LO who has been in this sequence for 3+ months will recognize a templated email. These formats give the structure — Jordan provides the authenticity. Check CRM status before each weekly send to confirm stop rules haven't fired.

✕ Hard stop still active

Jordan checks CRM status before each weekly send.

4-week rotation — repeats from week 13
W1
Every 4 weeks — Market Pulse ⚑ Cannot be pre-written
Subject (placeholder)
Something worth knowing this week
↓
Subject — Jordan writes fresh each time
Format — 1–2 sentences of real current market context
W2
Every 4 weeks — Program Reminder
Subject (placeholder)
Reminder this exists
↓
Subject — Jordan to finalize
Format — rotate program each send
W3
Every 4 weeks — Soft Check-In
Subject (placeholder)
How's the pipeline looking?
↓
Subject — Jordan to finalize
Format — shortest email in the whole campaign
W4
Every 4 weeks — Case Study
Subject (placeholder)
A file we closed last month
↓
Subject — Jordan to finalize
Format — one real deal, anonymized
Action Required
Flagged Items
Everything that needs to be in place before full deployment. Campaigns 1 and Campaign 2 weeks 1–12 are ready to load into the CRM now.
CRM
Before any campaign goes live
✕ CRM stop rules and meeting trigger must be configured first

Three stop triggers (broker approval, first loan, opt-out) must be active. The meeting-scheduled trigger connecting Campaign 1 → Campaign 2 must be built and tested before launch.

W4
Campaign 2 · Week 4
⚑ Remove from automated sequence — Jordan sends manually

The "Honest question" email should only go to LOs where silence has been genuinely unexplained. Do not include it in the automated Monday send.

W13+
Maintenance cadence · All formats
⚑ Jordan rewrites all four formats before each send

Market Pulse cannot be pre-written at all — Jordan writes it fresh each week. Program Reminder, Soft Check-In, and Case Study are structural guides only. All four require Jordan's voice to work.