Key Notification Types
🏠 1. Welcome Series
Purpose: Onboard new users and introduce them to the value of My Home Tracker.
What It Is:
A warm and engaging three-part email series that guides homeowners through their first days with the platform.
How It Works:
Day 1: Introduction to My Home Tracker and its benefits.
Day 3: Overview of Chimney Estimate™ and how to monitor home value.
Day 5: Education around leveraging home equity for financial opportunities.
Details:
Total Emails: 3
Timing: Sent over 6 days after user sign-up
Trigger: User signs up for My Home Tracker
Goal: Help homeowners understand the tools available to them and build early momentum for long-term engagement.
📈 2. Home Value Change Alerts
Purpose: Keep homeowners informed about market shifts and home equity.
What It Is:
A simple but powerful notification is sent when a user’s home value changes based on real-time market data.
How It Works:
Powered by Automated Valuation Models (AVMs).
Users receive an email when a value update occurs.
Encourages users to check their dashboard and monitor changes.
Details:
Total Emails: 1 per update (typically monthly)
Trigger: AVM-detected home value change
Goal: Reinforce the platform’s value by helping users stay close to their largest asset — their home.
💸 3. Mortgage Refinance Alerts
Purpose: Notify users when it’s a good time to refinance and save money.
What It Is:
An intelligent alert that identifies when a homeowner could benefit from refinancing their mortgage.
How It Works:
Triggered when a user's current mortgage rate is higher than competitive market rates.
Email includes potential savings and prompts to explore refinancing options.
Details:
Total Emails: 1 per opportunity
Trigger: Market-rate shift favorable to refinancing
Goal: Provide timely, actionable guidance — helping users make confident, money-saving decisions while driving lender value.
🗓 4. Monthly Offer Summary
Purpose: Promote relevant financial products to boost engagement and conversions.
What It Is:
A monthly digest that highlights new and ongoing offers based on a user’s profile and needs.
How It Works:
Sent once per month.
Includes tailored offers and links to apply or learn more.
Details:
Total Emails: 1 per month
Trigger: Recurring monthly schedule
Goal: Keep users in the loop and continuously highlight the value your institution brings.
❓FAQs
How are users targeted for these campaigns?
Each campaign is automatically triggered based on user behavior, home data, or market conditions — no manual intervention is required.
Can institutions customize these campaigns?
Campaign templates and frequency are standardized, but offer content and branding can be tailored for your institution.
How are these emails delivered?
Chimney Home handles delivery and tracking. All emails are sent from a branded address aligned with your institution.
What kind of performance metrics are available?
You can track engagement through your dashboard, including open rates, clicks, and conversions for each campaign.