We’ve found that a Snail-Mail Letter like this stands out because so few people send physical mail anymore.  

So, download this letter, add the image of your Loan Education Package, edit your information, and mail it to the Realtor. 

You can also use our free Canva Template to customize the letter as well.

Click on the letter image below to access the template and be sure to watch the video for customization tips.

By now the Realtor will have received your letter. So, now it’s time to follow up by email. If they’re interested, it’s super easy to reply to an email. 

So, send the Realtor the email below. If they don’t respond, then continue with the campaign below. 

Email Template

Subject:

RE: Following up

Body:

[First Name],

I sent you a letter about my Loan Education Packet that makes it easier for your buyers to get pre-approved. 

I’m following up to see if you’d had a chance to check it out. If not, then here’s the link to access it: [Insert Link To Loan Education Packet Here]

Would you like me to put together a Professional, Co-Branded Loan Education Packet like that one for you? 

It’s super easy to share with your buyers using text, email, social media, etc. And, it makes the pre-approval process quick and easy for them.

I want to meet with you for 20 minutes and show you how it works. I can meet for coffee or at your office - whichever is convenient for you. 

Go here now to schedule a quick meeting: [Insert Calendly Meeting Set Up Link Here]

Sincerely, 

[Salutation]

[Office Address]

P.S. If you don’t want to receive further emails, please reply with “Opt-out.”

By now the Realtor will have received your letter and email. They’ve seen your offer and are now a “Warm Lead” for you to call. 

So, call the Realtor using the script below. If they don’t answer (most won’t), then leave them a voicemail, and continue with the campaign below.

Realtor Call Script

Hi, is this [First name of Prospect]?

Wait for response, then say:

Hey [name of prospect]! This is [your name]. I’m a Loan Officer at [Company Name]. I sent you an email about my Co-Branded Loan Education Packet that you can provide to your buyers. Do you remember getting that?  

Wait for response:

If they say “Yes”, then say:

Great! It’s a new resource I put together that will help you get your buyers pre-approved quickly and easily, and also answer any question they have about the mortgage process. I want to meet with you for 20 minutes and show you how it works. I can meet for coffee or at your office - whichever is convenient for you. When do you have 20 minutes available to meet?

If they say “Yes”, then schedule an appt. If they say “No”, then thank them for their time and put them into a file to re-activate this campaign in 6 months. 

If they say "No" then say:

Ok. This is a new resource I put together that will help you get your buyers pre-approved quickly and easily, and also answer any question they have about the mortgage process. I want to send you a sample so you can check it out. What’s the best email to email you at?

Get their email, resend the first email, and then follow up with them again using the script above.

Voicemail Script

Hi, [First name]! This is [your name] calling from [Company Name]. I’m following up on the Buyer Loan Education Packet I sent out to you. I was calling to see if you wanted to get a co-branded version of that for yourself. Give me a call back at [your Phone Number] and I’ll show you how to do that. Thanks.

Follow up on yesterday’s phone call with a simple text message. You can text up to 20 Realtors at a time by simply copying and pasting the text messages into your phone. If the Realtor doesn’t reply, then simply continue with the campaign below.

Text Message Template

Hey, it’s [Your Name] with [Your Company Name]. Did you get the Loan Education Packet I sent you? BTW, this is actually me texting you. If you don’t want any more texts, reply “Stop.”

If they reply “Yes”, then text:

Ok. Would you like me to put together a co-branded version of that for you to share with your buyers? 

If they say “Yes”, then text: 

I want to meet with you for 20 minutes and show you how it works. I can meet for coffee or at your office - whichever is convenient for you. When do you have 20 minutes available to meet? 

If they say “No”, then thank them for their time and put them into a file to re-activate this campaign in 6 months.  

If they say “No”, then text: 

OK. Here’s a link to check it out: [Insert your URL.com]. This is a new resource I put together that will help you get your buyers pre-approved quickly and easily, and also answer any question they have about the mortgage process. 

Wait for a few minutes and then text: 

Would you like me to put together a co-branded version of that for you to share with your buyers? 

If they say “Yes”, then text: 

I want to meet with you for 20 minutes and show you how it works. I can meet for coffee or at your office - whichever is convenient for you. When do you have 20 minutes available to meet? 

If they say “No”, then thank them for their time and put them into a file to re-activate this campaign in 6 months.  

Persistence is key. So, don’t stop now. Remember, 80% of salespeople give up after the first 3 contact attempts. Continue following up until you reach the Realtor and get a “Coffee Date” or a definitive “Not Interested.”

Send the Realtor the email below. If they don’t respond, then continue with the campaign below.

Email Template 2

Subject: 

The easiest way to get your buyer pre-approved fast

Body: 

[First Name],

Would you like an easy way to get your buyers pre-approved? 

I put together a Free Loan Education Packet that you can share with your buyers. 

It gently sells them on getting pre-approved and answers any questions they may have about the mortgage and closing process? 

The best part is that you can get your own Co-Branded Version with your name and face on the cover, and contact information inside. It’s super easy to share with your buyers using text, email, social media, etc. 

Want to see how this works? Then just reply to this email. We’ll schedule a quick 20 minute meeting and I’ll show you how it works. I can meet for coffee or at your office - whichever is convenient for you. 

Go here now to schedule a quick meeting: [Insert Calendly Meeting Set Up Link Here]

Sincerely, 

[Salutation]

[Office Address]

P.S. If you don’t want to receive further emails, please reply with “Opt-out.”

Rejection is no fun. But, that doesn’t mean you should stop now. If nothing else, the Realtor is going to be impressed by your persistence. And, if they raise any objections, you can always reply, “You’ve seen how much I’ve followed up to try and reach you. Imagine how hard I’ll follow up on your buyer’s loan.”

So, call the Realtor using the script below. If they don’t answer (most won’t), then leave them a voicemail, and continue with the campaign below.

Realtor Call Script 2

Hi, is this [First name of Prospect]?

Wait for response, then say:

Hey [name of prospect]! This is [your name]. I’m a Loan Officer at [Company Name]. I’ve been trying to reach you about my Co-Branded Loan Education Packet that I want to give to you. Do you have a minute to talk about that?

Wait for response:

If they say “Yes”, then say:

Great! This is a new resource I put together that will help you get your buyers pre-approved quickly and easily, and also answer any question they have about the mortgage process. I want to meet with you for 20 minutes and show you how it works. I can meet for coffee or at your office - whichever is convenient for you. When do you have 20 minutes available to meet?

If they say “Yes”, then schedule an appt. If they say “No”, then thank them for their time and put them into a file to re-activate this campaign in 6 months. 

If they say "No" then say:

Ok. This is a new resource I put together that will help you get your buyers pre-approved quickly and easily, and also answer any question they have about the mortgage process. I want to send you a sample so you can check it out. What’s the best email to email you at?

Get their email, resend the first email, and then follow up with them again using the script above.

Voicemail Script

Hi, [First name]! This is [your name] calling from [Company Name]. I’ve been trying to reach you about the Buyer Loan Education Packet I sent out to you. Do you want a co-branded version of that, so you can share it with your buyers? Then give me a call back at [your Phone Number], so I can show you how it works. Thanks.

Follow up on yesterday’s phone call with a simple text message. You can text up to 20 Realtors at a time by simply copying and pasting the text messages into your phone. If the Realtor doesn’t reply, then simply continue with the campaign below.

Text Message Template 2

Hey, it’s [Your Name] with [Your Company Name]. I’ve been trying to reach you about my Co-Branded Loan Education Packet that you can provide to your buyers. Would you like a co-branded version that you can share with your buyers? BTW, this is actually me texting you. If you don’t want any more texts, reply “Stop.”

If they reply “Yes”, then text:

Ok. Would you like me to put together a co-branded version of that for you to share with your buyers? 

If they say “Yes”, then text: 

I want to meet with you for 20 minutes and show you how it works. I can meet for coffee or at your office - whichever is convenient for you. When do you have 20 minutes available to meet? 

If they say “No”, then text: 

OK. Thank you for your time. If you change your mind, don’t hesitate to reach back out to me. 

Put them into a file to re-activate this campaign in 6 months.

Ok, we’re on the home stretch now. We’ll put the Realtor through one more round of contact attempts with one more letter, email, phone call/voicemail, and text message. 

Don’t stop now. Remember that most of your competition has fallen by the wayside. 

So, download this letter, add the image of your Loan Education Package, edit your information, and mail it to the Realtor. 

You can also use our free Canva Template to customize the letter as well.

Click on the letter image below to access the template and be sure to watch the video for customization tips.

Persistence is key. Remember, 80% of salespeople give up after the first 3 contact attempts. By now, the Realtor has received 2 letters, 2 emails, 2 phone calls and voicemail messages, and 2 text messages. 

You’ve invested a lot of time and energy to get to this point. Don’t give up and stop. At this point, the Realtor is going to be shocked that you’re still following up. 

So, continue following up until you reach the Realtor and get a “Coffee Date” or a definitive “Not Interested.” 

Send the Realtor the email below. If they don’t respond, then continue with the campaign below.

Email Template 3

Subject:

Last email 

Body

[First_Name], 

This is the last email you’re going to get from me about this. 

Would you like to get a Co-Branded Loan Education Packet that makes it easier for your buyers to get pre-approved, AND answers all their questions? 

Then just reply to this email. We’ll schedule a quick 20 minute meeting and I’ll show you how it works. I can meet for coffee or at your office - whichever is convenient for you. 

Go here now to schedule a quick meeting: [Insert Calendly Meeting Set Up Link Here] 

Sincerely, 

[Salutation]

[Office Address]

P.S. If you don’t want to receive further emails, please reply with “Opt-out.”

Keep going. You’re on the home stretch and this is your final phone call to the Realtor. If they haven’t responded to you yet, then there must be something wrong with them. 

So, call the Realtor using the script below. If they don’t answer (most won’t), then leave them a voicemail, and continue with the campaign below.

Realtor Call Script 3

Hi, is this [First name of Prospect]?

Wait for response, then say:

Hey [name of prospect]! This is [your name]. I’m a Loan Officer at [Company Name]. I’m following up on the Buyer Loan Education Packet that I wanted to give to you. Do you have a minute to talk about that?  

Wait for response:

If they say “Yes”, then say:

Great! This is a new resource I put together that will help you get your buyers pre-approved quickly and easily, and also answer any question they have about the mortgage process. I want to meet with you for 20 minutes and show you how it works. I can meet for coffee or at your office - whichever is convenient for you. When do you have 20 minutes available to meet? 

If they say “Yes”, then schedule an appt. If they say “No”, then thank them for their time and put them into a file to re-activate this campaign in 6 months. 

If they say "No" then say:

Ok. This is a new resource I put together that will help you get your buyers pre-approved quickly and easily, and also answer any question they have about the mortgage process. I want to send you a sample so you can check it out. What’s the best email to email you at?

Get their email, resend the first email, and then follow up with them again using the script above.

Voicemail Script

Hi, [First name]! This is [your name] calling from [Company Name]. I’m following up about the Buyer Loan Education Packet I shared with you. Do you want a co-branded version of that, so you can share it with your buyers? Then give me a call back at [your Phone Number], so I can show you how it works. Thanks.

Ok, we’re almost done. It’s time to send the Realtor your last text and then move them into the Authorify Follow up Campaign. We’ll start sending them weekly emails to continue following up with them.

Text Message Template 3

Hey, it’s [Your Name] with [Your Company Name]. I’m following up on the Co-Branded Loan Education Packet that I want to give to you. Would you like a co-branded version that you can share with your buyers? BTW, this is actually me texting you. If you don’t want any more texts, reply “Stop.”

If they reply “Yes”, then text:

I want to meet with you for 20 minutes and show you how it works. I can meet for coffee or at your office - whichever is convenient for you. When do you have 20 minutes available to meet? 

If they say “No”, then text: 

OK. Thank you for your time. If you change your mind, don’t hesitate to reach back out to me. 

Put them into a file to re-activate this campaign in 6 months.