"Hi [Name]! This is [Your Name] with [Company]. Thrilled to help you explore mortgage options. Do you have a few minutes to chat about your home buying goals this week? 🏡" 2. Follow-Up (Inactive/Cold Lead) Goal: Re-engaging without being pushy.
Text is for quick updates, not long explanations. MORTGAGE
If you can tell me (a new lead, past client, or realtor partner), I can refine these messages to be even more effective for your specific goal. "Hi [Name]
"Congratulations again on your new home, [Name]! It was such a pleasure helping you. If you have friends or family looking to buy, I’d love to help them, too. 🥂" 5. Educational/Value Add Goal: Positioning yourself as an expert. Do you have a few minutes to chat
"Hey [Name], quick update: Market rates moved slightly today. It might be a good time to look at your pre-approval amount again. Want me to send over updated scenarios? 📈" Tips for Good Mortgage Texts: Use conversational language, not legalese.
"Hi [Name, Your Name] from [Company]. We're reviewing your application and need to grab [missing document] to keep things moving. You can text it to me or email it. Thanks for the help! 📋" 4. Post-Closing (Relationship Builder) Goal: Gratitude and asking for referrals.