Stay relevant when the borrower is not ready yet.
Long-term nurture is permission-aware follow-up with an existing inquiry over time. It should preserve the borrower’s timeline and let new information change the plan, instead of repeating an introduction every few days.
Nurture and reactivation are different jobs
An active nurture conversation already has a next-step expectation: perhaps the borrower plans to revisit a purchase later. Reactivation tries to reopen a quiet inquiry. Keep those jobs separate so a current conversation is not treated as a cold restart.
LoanWick’s officer settings and permitted Bonzo stages guide follow-up. A schedule is not an entitlement to contact indefinitely. A stop request, a pause, a new human conversation or a change in the borrower’s plan should affect whether follow-up continues.
Write down the reason for the next touch
| Observed situation | Plan | Boundary |
|---|---|---|
| Borrower asked to reconnect later | Preserve the timing and revisit the stated goal | Do not move the date forward to create urgency |
| Plans are uncertain | Ask a short clarification when contact remains appropriate | Do not label uncertainty as refusal or readiness |
| Borrower requests a call | Move toward the officer’s next step | Do not continue the nurture sequence unnecessarily |
| Borrower asks to stop | End assistant outreach under the applicable controls | Do not treat the request as a sales objection |
A fictional timeline-aware check-in
Previous answerWe are planning to start looking after the new year.
Later, if permittedAre you still thinking of starting your home search after the new year?
Changed planProbably later now. We have not decided.
Next stepPreserve the uncertainty and adjust the follow-up plan instead of pushing a booking.
Illustrative example only. The appropriate frequency depends on the actual contact permission, borrower preference and team rules.
Review the plan before extending it
A nurture pilot should reveal which conversations remain useful, not simply prove that the assistant can generate more texts. Review repeated questions and irrelevant follow-ups as quality defects. Long-term appointment outcomes can take time; do not compare a week of delivered texts with a month of closed loans and call the difference an improvement.
Audit the context
Check the borrower’s last meaningful answer and the officer’s recent activity.
Review the cadence
Use the available officer follow-up settings and an appropriate contact window rather than a universal sequence.
Keep stage scope explicit
Exclude stages that should not receive assistant texts and separate reply-only from proactive behavior.
Measure useful progress
Track replies, requested changes, opt-outs and actual consultations over the same period.