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Lenders · Loan officers

Mortgage refinance direct mail automation.

Rate moves. Letter goes out.

When your rate rule flags a homeowner whose mortgage rate sits above the current refinance rate you set, Sendvo prepares your approved refinance mailer for you to confirm. After campaign submission, mail can go out within 48 hours.

Start free See the rule
  • No setup fees
  • No contract
  • Letters and postcards
per black-and-white letter on Operator ($499/mo)
$0.76
per 4×6 postcard on Operator
$0.69
per EDDM postcard, any plan
$0.65
setup fees
$0

Automation

Your rule finds them. Sendvo mails them.

Set the rule once.

You choose the signal source, the current rate, and the comparison. Each match becomes a campaign you confirm and submit.

Explore Automation

Who it's for

Refinance timing is not property acquisition.

Two audiences. Two letters.
  • About your home loan
    Hi Dana,
    Your Home Loans

    Mortgage Refinance

    Homeowner and loan timing

    Mail homeowners when your loan rule matches.

    Explore audience data
  • Cash for houses
    We buy houses.
    Oak Street Home Buyers

    Real Estate Investors

    Property acquisition

    Mail owners an investor wants to buy from.

    See the investor page

Design + approve

Add your disclosures. Approve the exact cost.

Nothing prints until you approve the proof and the all-in price.

See how design works

Mortgage refinance FAQ

Questions lenders ask.

See what lenders mail in the mortgage direct mail report.

Plans: list upload, dedupe, and automated mail need Operator or Growth.

The lender supplies and approves the signal source, rates, audience, exclusions, offer, disclosures, creative, and timing. No savings, response, approval rate, or in-home date is guaranteed.

How is mortgage refinance direct mail different from real estate investor outreach?

Mortgage refinance outreach is organized around homeowner and loan timing criteria. Real estate investor outreach is organized around property acquisition. The audience rules, message, and campaign review should remain separate.

How can a rate-change signal trigger refinance offer mail?

When the lender approves the source, lawful use, relevant current refinance rate, and comparison rule, a permitted signal can identify records where an existing mortgage rate is above that current rate. Sendvo can then trigger the lender-approved mail workflow.

Does Sendvo decide eligibility or approve the refinance offer?

No. Sendvo does not supply the rate or signal, decide lending eligibility, recommend credit, approve an offer, guarantee savings, or make compliance determinations. The lender owns those decisions and reviews.

How quickly can approved refinance offer mail go out?

After the lender approves and submits the campaign, mail can go out within 48 hours. This is not a guarantee of in-home delivery timing.

More: Financial Services and Insurance · HELOC mail examples · Cost calculator

Mail the homeowners your rule finds.

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